24/7 intake, follow-up, billing, and matter coordination — designed around the ethical obligations of New York and New Jersey practice.
Potential clients call after 5 PM and on weekends. Your attorneys are in court, depositions, or meetings. By the time someone calls back, the prospect has retained the first firm that picked up. Each missed intake call represents thousands in potential case revenue.
Partners and associates spend time on manual intake, follow-up calls, and invoice chasing — work that isn't practice of law. Every hour spent on administrative tasks is an hour not billed to a client matter.
Intake procedures, billing workflows, and deadline tracking live in the heads of one or two people. When they're out — vacation, sick, turnover — operations stall. Critical deadlines get missed. Invoices go unsent.
New matter intake triage, conflict-check routing, escalation to the right partner. Monitors filing deadlines with 7/3/1-day reminders.
Prompt, consistent lead follow-up, consult scheduling, and pipeline nudges — so potential clients don’t sit in voicemail overnight.
Technical questions routed from clients — e-filing portals, document uploads, client-portal issues. Resolves or escalates to your IT contact.
Invoice generation, aging-AR follow-up, retainer replenishment reminders. Never touches IOLTA/trust accounts without partner approval.
Matter deadline monitoring, court-date reminders, coordination across attorneys on the same file. Nothing falls through the cracks.
The NYC Bar has issued clear guidance on AI in legal practice. Formal Opinion 2024-5 addresses generative AI in the practice of law — competence, confidentiality, supervision, and candor obligations. Formal Opinion 2025-6 covers AI recording and transcribing client conversations, with specific consent requirements. The NJSBA Task Force on Artificial Intelligence is developing parallel guidance for New Jersey practitioners.
These opinions establish clear expectations around confidentiality, competence, supervision, and client consent. MoeCloud was built around these expectations from day one — human-in-the-loop approval for sensitive actions, full action logging for audit, and no confidential data in open AI systems.
Stacy, our billing agent, operates only on operating-account invoicing. Client trust accounts (IOLTA in NY and NJ) are never touched by the agent fleet. Three-way reconciliation, trust-to-operating transfers, and any activity involving client funds remain under your firm's direct control, as required by state bar rules.
Clio (primary integration), MyCase, PracticePanther
Gmail / Microsoft 365
Google Calendar / Outlook
Google Cloud Platform (Firebase, Cloud Functions, Cloud Storage), using the provider's encryption for data in transit and at rest
Every agent action logged; critical decisions gated to partner approval
For firms with strict data-residency requirements, inference can run on-premise
Thomson Reuters' 2025 Future of Professionals Report found that law firms with an AI strategy are 3.9 times more likely to see benefits from AI than firms with no plan for AI adoption.
Gartner predicts over 40% of agentic AI projects will be canceled by the end of 2027, due to escalating costs, unclear business value, or inadequate risk controls. MoeCloud's architecture — human-supervised, fully logged, integrated into existing firm workflows — was designed to address exactly those failure modes.
Every engagement starts with a discovery call where we scope the deployment to the way your firm actually operates. You get the configuration and the pricing in a written proposal before anything goes live — no discounted pilot pricing, and no number we can't sustain.
Case study forthcoming — NJ litigation firm, 12 attorneys. Baseline metrics under collection.
Every agent operates under strict data-handling rules: no confidential client data is sent to open AI systems, all actions are logged for audit, and sensitive decisions (outbound communications, billing adjustments) are gated to partner approval. Opinion 2024-5 requires competence in understanding AI tools and supervisory responsibility — MoeCloud's architecture was designed around those obligations from day one.
No. Stacy operates only on operating-account invoicing — generating invoices, tracking receivables, and sending payment reminders. Client trust accounts (IOLTA in NY and NJ) are never accessed by the agent fleet. Three-way reconciliation, trust-to-operating transfers, and any activity involving client funds remain under your firm's direct control.
Every agent action is logged with a full audit trail. If an agent sends an incorrect follow-up or misclassifies an intake, the error is visible in the operations log immediately. Critical actions (outbound emails, billing, deadline changes) require partner approval before execution. You can review and correct any action in the client portal.
Yes. The default configuration gates outbound client-facing communications to partner approval. As your firm builds confidence in the agents, you can selectively enable auto-send for routine messages (appointment confirmations, document request reminders) while keeping sensitive communications gated.
Deployments are designed to integrate with Clio Manage — matter management, contact sync, calendar, tasks, and time entries — with Clio Payments for invoice delivery and payment tracking. The exact integration scope for your firm, including alternatives such as MyCase, PracticePanther, or LawPay, is confirmed in your written proposal during discovery.
Setup is scoped during your discovery call. A standard Clio-based deployment covers Clio API connection, agent configuration for your practice areas, intake form mapping, and a walkthrough of the approval workflow; multi-office or custom-integration firms take longer.
We monitor ethics opinions from the NYC Bar, NYSBA, and NJSBA as part of ongoing service. If an opinion changes the compliance landscape for AI in legal practice, we update agent behavior to conform — and notify your firm of what changed and why. This is included in all plans, not an add-on.
Book a free 20-minute AI Operations Discovery Call. We'll walk through how the agents map to a law firm workflow — intake to invoice.