Section 01
Mapped Workflows
Over the paid discovery engagement (April 27 – May 18, 2026), Solve conducted structured sessions with Joshua Jewkes (litigation), Melissa (front-office), and Corbin Gordon (municipal law). Four workflows were observed, documented, and analyzed as automation candidates.
1
Attorney completes legal work — drafting, calls, court appearances, travel
2
Deferred logging: Notes recorded on a yellow legal pad throughout the day
3
At day's end, attorney/Melissa manually looks up each client/matter in MyCase
4
Time entries typed into MyCase at $140–$395/hr depending on attorney tier
5
Draft invoices → Melissa reviews → attorney approves → sent to client
⚠ 30 min/day lost to manual re-entry + 10 billable hrs/month unrecorded = $99,540/yr at stake
1
Attorneys receive high email volumes — courts, clients, opposing counsel, new inquiries
2
Manual scanning: Attorney reads/skims inbox to identify urgent items
3
During court appearances, inbox goes unmonitored for hours
4
Attorney responds, delegates, or flags — no automated urgency classification exists
⚠ Critical emails missed during court blocks (Corbin Gordon)
1
Attorney identifies need — demand letter, motion, engagement letter
2
Template hunting: Attorney locates a prior similar document in Box or local drive
3
Attorney manually substitutes party names, case facts, and specific terms
4
Document reviewed, revised, approved internally before service or filing
5
Filed or served; Bates-stamped if discovery-related
⚠ ~75 docs/month · 1.5 hrs avg. manual drafting per document
1
GLG maintains ~1,223 open cases across litigation, municipal law, and estate planning
2
Client lookups performed manually by Melissa or attorneys for billing/correspondence
3
Court deadline tracking maintained in Google Calendar, separate from MyCase
4
Documents stored in Box; referenced by Bates number in discovery matters
⚠ No automated bridge between case data and front-office workflows
Discovery Session Log
| Session | Participants | Focus Areas | Key Output |
|---|
| Apr 27 — Kickoff | Josh Jewkes, Melissa, Solve | Billing workflow, MyCase usage, pain points | Yellow-pad problem · "10/10" severity confirmed |
| May 1 — Billing Deep Dive | Josh Jewkes, Melissa | Time entry flow, rate structure, invoice approval | Crawl/Walk/Run scope defined; API requirements locked |
| May 7 — Process Review | Melissa | MyCase workflow, rate tiers, draft → approve → send | Billing automation requirements finalized |
| May — Litigation Session | Josh Jewkes, Solve | Discovery process, Bates numbering, case tiers | Document drafting automation scoped; Perry PRD initiated |
| May — Security Review | Corbin Gordon, Solve | Data handling, attorney-client privilege, AI policy | Security architecture requirements; BAA need confirmed |
Section 02
Automation Opportunities
Three high-impact automation opportunities were identified and prioritized from discovery. Each is addressed by a dedicated AI agent, sequenced to deliver fastest time-to-value while managing privilege risk and implementation complexity.
Root Problem: Attorneys rely on handwritten yellow-pad notes and deferred manual MyCase entry, introducing billing leakage rated "10/10" severity by Josh Jewkes.
Supporting Observations
~1,223 active matters in MyCase require frequent lookup during billing. Manual client search is the primary daily bottleneck.
Rate tiers span $140–$395/hr. Incorrect rate application during manual entry creates invoice corrections that waste Melissa's time and delay revenue.
Driving and post-court time is currently unbillable capture time. A voice-first interface enables hands-free entry immediately after completing work.
Tenth-hour billing increments (0.1 hr) require precision. Billy suggests durations and asks for confirmation — reducing attorney cognitive load and error rate.
Two distinct value streams: Billy eliminates 30 min/day of manual re-entry (Stream 1: $52,140/yr in recovered attorney time) AND enables 10 additional billable hrs/month through more accurate real-time capture (Stream 2: $47,400/yr in new revenue). Combined: $99,540/year.
30 minAdmin time saved/day
$99,540Combined annual value
5.8×Year-1 ROI multiple
Root Problem: Corbin Gordon operates in courtrooms where inbox monitoring is impossible. Urgent emails surface hours late with no automated urgency signal.
Supporting Observations
Corbin's municipal law practice involves court appearances spanning full mornings — during which his inbox goes entirely unmonitored.
Classification, not summarization, is the correct design principle. SMS alerts carry only metadata — never privileged content.
Google Workspace is GLG's email platform of record. Gmail API with OAuth is the Phase 1 foundation.
Security posture: Email content is never stored in the database, never transmitted in SMS, and all OAuth tokens are encrypted at rest.
45 minSaved/day (Corbin, avg)
$77,025Annual recovered value
4.9×Year-1 ROI multiple
Root Problem: GLG generates ~75 legal documents per month requiring ~1.5 hrs of manual drafting each. Perry automates first drafts via RAG over the firm's own template library, with mandatory attorney approval.
Supporting Observations
Bates numbering is part of GLG's litigation workflow. Perry detects and cites existing Bates numbers in every output.
Attorney-always-in-loop: Perry drafts first. It can submit, file, or send — but only with explicit attorney approval on every single action.
Zero-retention enterprise AI: Metadata stripping + US-only data residency ensure client data never travels identifiably to third-party AI providers.
Template library in Box provides the RAG source material. GLG will annotate 10–30 core templates with variable placeholders to initialize the system.
Court deadline tracking from Notices of Event Due Dates is surfaced contextually in Perry outputs (read-only display in MVP).
75 docsProcessed/month
$128,250Annual recovered value
5.7×Year-1 ROI multiple
Section 03
Projected Return on Investment
SOW #1 commits to demonstrating a projected return of at least 200% on GLG's $17,000 cash investment. The analysis quantifies recovered value across all three products using billing rates and time savings confirmed during discovery.
Phase 1 · Billy
AI Billing Assistant
$99,540
Combined annual value (2 streams)
Billing rate (Josh Jewkes)$395/hr
Stream 1: Admin time saved/day30 min
Stream 1: Hrs saved/year132 hrs → $52,140
Stream 2: New billable hrs/month10 hrs
Stream 2: New revenue/year120 hrs → $47,400
GLG cash investment$17,175
Net Year-1 return+$82,365
ROI multiple5.8×
Phase 2 · Miley
Email Triage Assistant
$77,025
Estimated annual recovered value
Billing rate (Corbin Gordon)$395/hr
Saved/day45 min
Saved/year195 hrs
GLG cash investment$15,560
Net Year-1 return+$61,465
ROI multiple4.9×
Phase 3 · Perry
AI Paralegal Assistant
$128,250
Estimated annual recovered value
Paralegal billing rate$95/hr
Docs drafted/month75
Hours saved/year1,350 hrs
GLG cash investment$22,490
Net Year-1 return+$105,760
ROI multiple5.7×
Combined ROI Summary
| Product | Annual Value | GLG Cash Outlay | Solve In-Kind | Net Year-1 Return | ROI Multiple |
|---|
| Billy — AI Billing Assistant | $99,540 | $17,175 | $17,175 | +$82,365 | 5.8× |
| Miley — Email Triage | $77,025 | $15,560 | $15,560 | +$61,465 | 4.9× |
| Perry — AI Paralegal | $128,250 | $22,490 | $22,490 | +$105,760 | 5.7× |
| Full Suite — Combined | $304,815/yr | $55,225 | $55,225 | +$249,590/yr | 5.5× blended |
SOW #1 Commitment Met: Billy alone delivers a projected 5.8× return (Year 1) on GLG's $17,175 investment — combining $52,140 in recovered admin time (30 min/day) and $47,400 in new billable revenue (10 hrs/month). The full suite delivers a blended 5.5× return — $249,590 in net annual value.
Estimated Monthly Operating Costs
| Service | Purpose | Billy | Miley | Perry | Combined Est./Mo. |
|---|
| OpenAI / Anthropic API | AI inference | $25–50 | $15–60 | $30–120 | $70–230 |
| Supabase | Database, auth | $0–25 | $0–25 | $0–25 | ~$25 |
| Twilio SMS | Miley alerts | — | $5–25 | — | $5–25 |
| Vercel / Cloudflare | App hosting | $0–20 | $0–20 | $0–20 | ~$20 |
| Estimated Total Monthly Operating Cost (Full Suite) | ~$120–$300/mo |
Section 04
Recommended Implementation Plan
The phased build plan sequences all three products to deliver value incrementally while managing privilege risk and GLG's partnership investment. No sprint begins until the prior product is accepted.
✓
✓
5–10 discovery sessions completed
✓
Workflow documentation (this document)
✓
Automation opportunities scored
✓
AI-use disclosure draft prepared
✓
Technical Solutions Roadmap delivered
✓ $5,000 Paid — Credited to Billy build
1
✓
Deployed PWA (iOS, Android, macOS, Windows)
✓
OpenAI Realtime voice interface (barge-in)
✓
MyCase OAuth (read-only client/matter lookup)
✓
Supabase + RLS + invite-only auth
✓
Email delivery of time-entry summaries
✓
Conversation history + transcript view
✓
Settings page (MyCase, email, usage monitor)
✓
Admin documentation + Git repo delivery
✓ $5,000 Already Paid$3,588 Due at Sprint Start$8,587 Due on Acceptance
2
✓
Google Workspace OAuth inbox connection
✓
Two-stage AI classification engine
✓
Fast heuristic filter (allowlist, keywords, court domains)
✓
LLM classification (Claude / GPT-4 class)
✓
SMS alerts via Twilio (metadata only)
✓
Configurable cadence and quiet hours
✓
Alert history + importance rule editor
✓
Prompt injection hardening + audit logs
$7,780 Due at Sprint Start$7,780 Due on Acceptance (July 23)
3
✓
Template management admin UI (upload, annotate, version)
✓
RAG indexing via pgvector (Supabase)
✓
Conversational drafting chat interface
✓
DOCX output preserving template styling
✓
Iterative natural-language revision
✓
Bates citation detection in all outputs
✓
Court deadline surface from Notice docs
✓
Zero-retention AI + metadata stripping
$11,245 Due at Sprint Start$11,245 Due on Acceptance (Sept 17)
Timeline Overview
| Phase | Product | Start | Target Completion | Duration | GLG Payment Milestone |
|---|
| Phase 0 | Discovery (SOW #1) | Apr 27 | May 26, 2026 ✓ | 4 weeks | $5,000 (paid) |
| Phase 1 | Billy | May 26 | June 18, 2026 | 3.5 weeks | $3,588 now + $8,587 on acceptance |
| Phase 2 | Miley | June 18 | July 23, 2026 | 5 weeks | $7,780 now + $7,780 on acceptance |
| Phase 3 | Perry | July 23 | Sept 17, 2026 | 8 weeks | $11,245 now + $11,245 on acceptance |
| Total Program Duration | ~20 weeks | $55,225 remaining GLG cash investment |
Section 05
Partnership Model & Investment Summary
This engagement is structured as a co-development partnership. GLG and Solve jointly own the resulting IP through a Special Purpose Entity, enabling GLG to generate licensing revenue from the platform beyond their own practice.
Special Purpose Entity — CounselKit IP Ownership
Per Section 6 of SOW #1, the Parties will form an LLC to own all intellectual property from the full build. GLG's $5,000 Discovery Fee is treated as an initial Class A capital contribution upon SPE formation.
51%
Gordon Law Group, P.C.
Majority owner · Founding client
49%
Solve Technology Solutions
Technology partner · Build contributor
First-Mover AdvantageGLG's workflows shape the product before any competitor has access. You become the reference customer.
Revenue Share (51/49)Net licensing revenue from other firms using CounselKit flows back to GLG proportionally per the SPE operating agreement.
Dollar-for-Dollar MatchFor every dollar GLG contributes in cash, Solve contributes the equivalent in development services — reducing GLG's total outlay by 50%.
CounselKit — Full Suite Investment
GLG total cash investment · Solve matched in-kind · Target completion September 17, 2026
Billy — AI Billing Assistant
Target: June 18, 2026
Miley — Email Triage Assistant
Target: July 23, 2026
Perry — AI Paralegal Assistant
Target: September 17, 2026
Total Platform Value
$110,450
GLG Total Cash Investment
$55,225
Security & Compliance Architecture
🔒
Zero-Retention AI EndpointsEnterprise agreements with OpenAI and Anthropic ensure GLG's data is never stored, never used for training, and never accessible after the API call completes.
🛡️
Row-Level Security (RLS)Supabase RLS policies ensure every attorney sees only their own data. Cross-user data leakage is architecturally impossible.
✉️
Privileged Content Never in SMSMiley alerts contain only metadata — sender category, urgency signals, count. Email content is never transmitted via SMS.
🔑
Encrypted Credentials at RestAll OAuth tokens (MyCase, Google Workspace) stored encrypted using pgcrypto or KMS-backed envelope encryption. No passwords stored.
📋
Metadata Stripping (Perry)Client names and identifying metadata are replaced with UUIDs before reaching any cloud AI provider. Privileged content never travels identifiably.
⚖️
Attorney Always in the LoopPerry cannot send, file, or finalize any document without explicit attorney approval on every action.
Next Steps: Upon GLG's acceptance of this roadmap, the $3,588 Billy sprint deposit activates Phase 1. Solve will schedule weekly progress syncs with GLG, Corbin, Josh, and the engineering team throughout each phase.
SOLVE
Solve Technology Solutions, LLC · solvetech.ai
Document Reference
MSA/SOW #1 · 8B95BBA7-85D9-441C
Delivered May 26, 2026 · Version 1.0
CONFIDENTIAL