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Legal operating system
It replaces the patchwork of disconnected tools with one environment where partners, associates, and operations teams actually work. Document intelligence, matter financials, compliance modules, automations, and a client portal are wired together so the firm moves as one — while attorneys remain accountable for strategy and judgment.
Private AI · Multi-language teams · Deploy on infrastructure you control · Client portal included
See the interface
This preview mirrors production: sidebar navigation, KPIs, documents, the AI assistant, and forms — looping so you can picture a real day in the firm.
Designed for real firms
Verifiable product facts — plus anonymized feedback we hear from teams modernizing operations.
Practice profiles Maggie is built for
We stopped treating email as the filing cabinet. Clients see status in the portal; we see the same matter on our side.
The win was not 'more AI' — it was one place for conflicts, discovery, billing, and documents.
Pick a profile to see how teams map Maggie to their day-to-day.
Platform
These mirror the real product: the same areas you see in the sidebar — operations, legal work, revenue, and compliance — connected by one database and one assistant.
Dashboard, clients, matters, and documents live together. Stop stitching spreadsheets, inboxes, and siloed apps to learn what is still open.
Upload, organize, and retrieve files with AI that reads context from your practice — not passive cloud storage.
Generate and populate legal forms from structured data, prep packets, and remove repetitive typing while you keep review and sign-off.
Hearings, follow-ups, and firm tasks stay visible with alerts so work does not fall between systems.
Invoices, retainers, and client payments stay tied to matters — fewer end-of-month reconciliation surprises.
Conflict checks, discovery tracking, precedent libraries, physical file control, and analytics — the ops surface serious firms expect.
Ask in plain language about clients, cases, and documents. Answers draw from your tenant data; the lawyer stays in charge.
The client portal offers secure access to case updates, documents, messages, and payments — professional and multilingual-ready.
Maggie follows how elite practices move work — not how a generic CRM wants you to sell.
Capture the client, run conflict checks, and open the matter with templates and tasks ready.
Calendar, tasks, discovery, precedents, and every document stay on one timeline.
AI reads your files and proposes forms or packets; attorneys remain in the approval loop.
Invoices, online payments, e-signature flows, and portal updates close the loop with the client.
Maggie is not a chatbot taped to a spreadsheet. AI is embedded where work happens: documents, matters, billing, and client communications.
The assistant reasons over your clients, matters, tasks, and uploads. Ask for status, risks, or next steps — answers cite your data, not the public internet.
Draft forms, extract fields, and prep filings faster, then route everything through lawyer review. Speed without surrendering professional responsibility.
Replace a dozen subscriptions with a single operating layer. Operations sees reports, lawyers see deadlines, clients see a portal — all synchronized.
Client portal
The dedicated portal gives people a secure place to follow their matter, exchange documents, and pay — aligned with how your firm already works.
Beyond contact lists
CRMs log names. Maggie runs legal operations: documents, billing, deadlines, compliance tooling, client service, and contextual AI on top of your own knowledge.
Straight answers — no buzzwords.
Tell us about your firm and we will show how Maggie maps to your workflows.