Now Building — Founding Client: Gordon Law Group

The AI Practice Suite
Built for Law Firms

Three intelligent agents that capture billable time, triage your inbox, and draft documents — so your attorneys can focus on the law.

See the Products View Roadmap
Voice-first time capture
AI email triage & SMS alerts
Template-based AI document drafting
Built on MyCase & Google Workspace
Founding Partner

Gordon Law Group, P.C. — a Utah-based law firm spanning municipal, litigation, and estate planning practice — is the first firm to deploy CounselKit. Their attorneys and staff co-designed each product through a deep discovery process, ensuring every feature solves a real workflow problem from day one.

Founding Client

The Suite

Three agents. One practice.

Each product is a standalone AI agent that solves one specific problem exceptionally well — and integrates seamlessly into the way attorneys already work.

Product 01 AI Billing Assistant

Billy

A voice-first progressive web app that lets attorneys capture billable time conversationally — describe a client meeting on the drive home and Billy creates a structured time entry, confirmed and delivered to billing staff via email.

  • Phone-call–style voice interface with barge-in (interruption) support
  • Read-only MyCase OAuth integration for real-time client & matter lookup
  • Structured email summaries delivered to billing staff (Melissa) for MyCase entry
  • Conversation history with full transcript view per session
  • Invite-only PWA — installs on iOS, Android, macOS & Windows
Total Value
$34,350
Partner Price
$17,175
Target DeliveryJune 18, 2026
Billy voice billing assistant showing a smartphone interface with voice waveform and time entry suggestions
Product 02 AI Email Triage

Miley

An AI-powered inbox triage assistant that monitors an attorney's email in the background, classifies urgency, and sends a concise SMS alert when something actually needs attention — without exposing privileged content.

  • Two-stage classification: fast heuristic filter + LLM urgency scoring
  • SMS alerts contain metadata only — never the privileged email content itself
  • Google Workspace OAuth integration
  • Configurable urgency rules, alert cadence & quiet-hour windows
  • Prompt-injection hardening, encrypted OAuth tokens, full audit logs
Total Value
$31,120
Partner Price
$15,560
Target DeliveryJuly 23, 2026
Miley email triage showing inbox with urgency color-coding and SMS notification preview
Product 03 AI Paralegal Assistant

Perry

An AI paralegal that draws on your firm's existing document templates to produce polished first drafts via conversation — demand letters, engagement agreements, settlement documents, and more. Attorney always in the loop.

  • RAG-based template retrieval using your firm's own document library
  • Conversational intake: describe the need, Perry asks the right questions
  • Word (.docx) output preserving template styling, formatting & signature blocks
  • Natural-language iterative editing ("make the indemnification stronger")
  • Perry drafts first; can submit, file, or send — but only with explicit attorney approval on every action
Total Value
$44,980
Partner Price
$22,490
Target DeliverySept 17, 2026
Perry paralegal assistant showing a legal document draft generated from a template via conversational AI

Return on Investment

Every dollar invested returns many more.

Based on actual billing rates and workflows documented during discovery. Partner rate: $395/hr (Josh & Corbin). Paralegal rate: $95/hr. All time estimates are conservative — real upside is higher.

Billy — Billing Assistant
5.8×
Year-1 return multiple on $17,175 investment
Partner billing rate (Josh)$395/hr
Stream 1: admin time saved/day30 min
Stream 1: recovered hrs/year132 hrs · +$52,140
Stream 2: new billable hrs/month10 hrs
Stream 2: new revenue/year120 hrs · +$47,400
Combined annual value+$99,540
Total cash investment$17,175
Net Year-1 return+$82,365
Miley — Email Triage
4.9×
Year-1 return multiple on $15,560 investment
Partner billing rate (Corbin)$395/hr
Estimated triage time saved/day~45 min
Estimated recovered time/month~16.25 hrs
Estimated recovered time/year~195 hrs
Annual recovered billing value+$77,025
Total cash investment$15,560
Net Year-1 return+$61,465
Perry — Paralegal Assistant
5.7×
Year-1 return multiple on $22,490 investment
Paralegal billing rate$95/hr
Avg. time saved per document draft~1.5 hrs/doc
Estimated documents drafted/month75 docs
Estimated recovered time/month~112.5 hrs
Estimated recovered time/year~1,350 hrs
Annual recovered billing value+$128,250
Total cash investment$22,490
Net Year-1 return+$105,760
Full CounselKit Platform

The partnership economics — every product, combined.

$304,815/yr
Annual recovered value across Billy + Miley + Perry — combining time savings and new billable revenue identified during discovery.
+$249,590
Net Year-1 return after GLG's full $55,225 cash investment in the platform — even before SPE revenue share kicks in.
5.5×
Blended Year-1 ROI multiple on the full CounselKit platform — a partnership-scale return, not a tool-scale one.

Recovered value sums the three product-level annual values ($99,540 + $77,025 + $128,250 = $304,815). Net return = recovered value minus GLG's $55,225 cash investment. ROI multiple = recovered value ÷ cash investment, rounded.

Implementation Roadmap

Built in sequence. Valuable from day one.

Each product ships and goes live before the next sprint begins — so the firm realizes immediate value at every milestone, not just at the end.

Discovery — Complete

Paid Discovery & Technical Solutions Roadmap

Week of April 27 – May 26, 2026 ✓

Five weeks of in-depth discovery with Corbin Gordon, Joshua Jewkes, and front-office staff. Workflow mapping, opportunity scoring, ROI modeling, and AI-use disclosure drafted. SOW #1 complete — $5,000 Discovery Fee credited toward the full build.

SOW #1 Delivered $5K Credited Workflow Maps Complete
Phase 1 — Starting This Week

Billy — AI Billing Assistant

May 26 → June 18, 2026

Four-week sprint to deliver a production-ready voice billing PWA. Attorneys speak naturally about their day; Billy identifies the client and matter in MyCase, confirms the time entry conversationally, and emails a structured billing summary to Melissa for entry into the firm's system.

Week 1: Foundation & Auth Week 2: MyCase OAuth Week 3: Voice Conversation MVP Week 4: Email Delivery & Polish
Phase 2 — After Billy Delivery

Miley — AI Email Triage

June 19 → July 23, 2026

Four-week sprint beginning immediately after Billy is accepted. Miley monitors the firm's Google Workspace inboxes, classifies incoming messages by urgency using a two-stage AI pipeline, and sends concise SMS alerts so attorneys never miss a deadline or urgent client message while in court.

Week 1: Auth & Inbox Connection Week 2: Classification Engine Week 3: SMS Alerting & Rules UI Week 4: Tuning & Handoff
Phase 3 — After Miley Delivery

Perry — AI Paralegal Assistant

July 24 → September 17, 2026

Eight-week engagement for the most complex product in the suite. Perry ingests the firm's document template library and allows attorneys to describe what they need conversationally. Perry identifies the right template, asks structured intake questions, and delivers a polished Word document ready for attorney review and editing.

Week 1–2: Foundation & Template Mgmt Week 3–4: RAG Indexing & Retrieval Week 5–6: Drafting Engine Week 7–8: Iterative Editing & Tuning

Ownership Structure

You're not buying software.
You're co-owning a platform.

CounselKit is built as a joint venture — GLG and Solve co-own the IP in a dedicated special purpose entity, with GLG positioned as a business partner in commercializing it to other law firms.

Special Purpose Entity — IP Ownership

Co-owned SPE
Gordon Law Group 51%
Solve Technology 49%
Revenue distributed pro-rata per SPE operating agreement

What GLG Gets Beyond the Software

First-mover advantage
Purpose-built AI tools for your exact workflows before any competitor can buy them off the shelf.
Revenue share from other law firms
As CounselKit is licensed to additional firms, GLG receives 51% of net SPE revenue — turning a technology investment into a recurring income stream.
Reference client positioning
GLG's endorsement as the founding client is a powerful commercial asset as CounselKit is taken to other Utah and national law firms.

Investment Summary

A 50% partnership discount — every step.

As the founding partner, Gordon Law Group receives each product at 50% of total build value. Solve Technology contributes the matching 50% as in-kind development and matched investment.

Product Total Value GLG Pays Solve Contributes Target Date Status
Billy
AI Billing Assistant
 $34,350 $17,175 * $17,175 June 18, 2026 In Progress
Miley
AI Email Triage
 $31,120 $15,560 $15,560 July 23, 2026 Scheduled
Perry
AI Paralegal Assistant
 $44,980 $22,490 $22,490 Sept 17, 2026 Scheduled
Total CounselKit Platform $110,450 $55,225 $55,225 — —

* GLG has already paid $5,000 toward Billy's $17,175 partner share via the Discovery Fee (credited per SOW #1 §5.3). Remaining cash on Billy: $12,175 — first sprint payment of $3,588 due at Sprint 1 commencement.

Payment Schedule

50% upfront. 50% on delivery.

Each product is billed in two milestones — half to begin the sprint, half upon successful delivery and acceptance. No payment is due for the next product until the current one is accepted.

Billy
Partner price: $17,175
Already Paid
$5,000
Discovery Fee (credited)
Due Now — Sprint Start
$3,588
Tops up to 50% upfront milestone
Due on Delivery — June 18
$8,587
Upon acceptance of deliverable
Miley
Partner price: $15,560
Already Paid
—
Begins after Billy acceptance
Due at Sprint Start
$7,780
50% upfront to begin sprint
Due on Delivery — July 23
$7,780
Upon acceptance of deliverable
Perry
Partner price: $22,490
Already Paid
—
Begins after Miley acceptance
Due at Sprint Start
$11,245
50% upfront to begin sprint
Due on Delivery — Sept 17
$11,245
Upon acceptance of deliverable
Total remaining to GLG across all products
$5,000 Discovery Fee already paid and credited · No overlap between sprints
Remaining Balance
$50,225

Supporting Documentation

The full technical analysis is ready for you.

Our SOW No. 1 deliverable — a complete technical solutions roadmap built from the GLG discovery engagement — documents every mapped workflow, automation opportunity, ROI model, and phased implementation plan in detail.

SOW No. 1 Deliverable

Technical Solutions Roadmap
— Gordon Law Group, P.C.

Covers the four workflows observed during the April–May 2026 discovery engagement: billable time capture, email triage, litigation document management, and client communications. Includes the full ROI model, competitive context, and phased build plan across Billy, Miley, and Perry.

Mapped Workflows ROI Projections Implementation Timeline Open Items & Next Steps
Open Full Report

Prepared May 2026 · Solve Technology

Market Position

Where CounselKit wins — and where we're honest about the gaps.

The legal tech landscape is crowded with Filevine, Clio, Ajax, and Harvey. Here's a clear-eyed look at our competitive position, so you know exactly what you're building.

Strengths

Where CounselKit leads

Voice-first, privilege-safe capture. Billy uses intentional voice — no screen monitoring — preserving attorney-client privilege by design. Ajax's passive screen tracking raises real privilege concerns.

MyCase-native at depth. Ajax targets Clio. Billy is the only voice billing AI purpose-built for MyCase (8am) — a firm that already lives there.

Human-in-the-loop trust architecture. The 5pm digest + Confirm All flow keeps attorneys in control, building adoption faster than fully automated systems touching legal billing.

Bundled vertical depth. Filevine does many things adequately. CounselKit does three specific things exceptionally — billing capture, inbox triage, and litigation doc intelligence — as a unified suite.

Co-ownership moat. GLG's 51/49 SPE makes them a founding business partner with real commercial upside — advocacy no competitor can replicate.

SMB pricing transparency. Milestone-based, fixed scope. No enterprise sales motion or opaque contracts.

Weaknesses

Where we're still building

No passive capture (yet). Ajax and Billables AI run silently in the background. Billy requires intentional voice. Hybrid passive+voice capture is on the v2 roadmap.

Single integration at launch. Billy supports MyCase only. Competitors support Clio, LeanLaw, and Filevine. Clio integrations unlock a much larger addressable market.

No brand recognition yet. Filevine, Clio, and Ajax all have G2 reviews, analyst coverage, and legal tech press. CounselKit is pre-launch.

Compliance maturity gap. Filevine has SOC 2 Type 2, HIPAA, and ISO certifications today. BAA, SOC 2, and state AI disclosure requirements are open CounselKit items.

Single-firm dependency. All credibility currently rests on GLG. Speed to a second reference customer is critical to validate the model.

Opportunities

Where the market is open

MyCase's 100K+ firm base is underserved. No one has built a deep, voice-first billing AI natively for MyCase. That beachhead is wide open.

The small-firm AI gap is real. Harvey AI and CoCounsel are enterprise-priced. Thousands of 2–15 attorney firms have no purpose-built AI suite. CounselKit owns that segment by default.

Bundle creates switching cost. Once a firm uses Billy + Miley + Perry together, replacing any one means replacing all three. No competitor offers this bundled depth today.

Passive + voice hybrid in v2. Adding optional background capture alongside intentional voice closes the Ajax gap — a natural upsell for existing customers.

Repeatable regional playbook. Starting in Utah with GLG, the go-to-market is repeatable: one reference per state and practice area, expand with a proven proof of concept.

Threats

What we're watching closely

Ajax already integrates with MyCase. This is the most direct threat to Billy. The differentiation story — voice vs. passive, privilege posture, human confirmation — must be sharp and front-facing.

Clio's AI roadmap is aggressive. Clio Manage AI handles billing, scheduling, and comms drafting natively. If MyCase builds its own AI billing layer, Billy's core value gets platform-commoditized.

Filevine's LOIS overlaps with Perry. LOIS does document AI natively within Filevine. Perry must be meaningfully better for GLG's exact Box + Green Filing workflow — not just "also available."

Shifting AI compliance landscape. Several states are moving toward mandatory client disclosure when AI touches case materials. This adds onboarding friction and potential firm-client pushback.

Consolidation risk. Clio and Filevine have active acquisition appetites. If Clio acquires Ajax or Filevine buys a billing AI, the competitive window narrows quickly.

Dimension CounselKit Filevine Ajax Harvey / CoCounsel
Time capture Voice-first, intentional entry Task-based, in-platform Passive screen monitoring N/A
Privilege posture Zero-retention, text-only, no screen monitoring SOC 2 / HIPAA certified Screen monitoring raises privilege risk Enterprise zero-retention
MyCase integration Native, deep API None Exists, Clio-primary None
Email triage (AI) Miley — urgency classifier + SMS alert Routes to case file, no AI scoring None None
Litigation doc AI Perry — Box-native, GLG workflow LOIS (requires Filevine stack) None Enterprise-grade, enterprise-priced
Small-firm fit Purpose-built for 2–15 attorney firms Steep curve, enterprise focus Any firm size Enterprise only
Pricing model Milestone-based, fixed scope, transparent Opaque, enterprise sales motion Per-seat SaaS Enterprise contract
Co-ownership 51/49 SPE with founding partner None None None

Next Steps

Let's build this together.

Billy development begins this week. The immediate next step is confirming MyCase Advanced-tier API access and kicking off Sprint 1. Questions or feedback? Let's talk.

Contact Solve Technology Review the Products