Woork

    Legal

    The whole firm. One platform.

    Matter management, native trust accounting, privilege-safe AI, documents, and a fleet of legal Woorkers, from intake to documents to trust to disbursement. The AI tools sit on top of Clio, LawPay, and CallRail. Woork owns the whole loop.

    Find your firm

    Built for how you practice.

    Same platform underneath, a different front door for each firm. Pick yours.

    Plaintiff & personal injury

    Who

    Contingency-fee plaintiff shops, high volume, marketing-driven.

    What hurts

    Speed-to-lead, the medical-records grind, demand writing, lien resolution, trust compliance, and paying four vendors to do it.

    Sign more cases, work them with fewer people, and run the trust account in the same place.

    What they get

    Intake & attribution funnel
    Medical Chronology & Treatment
    Negotiation & Case Valuation
    Settle-vs-litigate modeler
    Lien resolution & settlement waterfall
    IOLTA trust & client portal

    Whichever firm you are, every build includes Partner Review, native trust accounting and billing, privilege-safe and fully audited AI, the client portal, and Woorkers that learn from your matters and from you.

    Matter Management

    Every matter. One workspace.

    A single workspace per matter, team, documents, medical, valuation, settlement, party research, and secure messaging, the same shape across every practice area.

    Matter WoorkDesk

    A ten-tab workspace per matter: summary, team, documents, medical, treatment, valuation, settlement, negotiation, and messages.

    Team, including Woorkers

    An org chart of humans and AI Woorkers on the matter, with reporting lines and assigned work.

    Case valuation

    Specials plus multiplier, policy-limit-aware range, and a litigate-vs-settle recommendation.

    Party research

    Judge and opposing-counsel profiles, motion grant/deny rates, time-to-ruling, and case history.

    Martinez v. Acme Corp
    Personal Injury · MVA · Discovery
    SOL 45d
    SummaryTeamDocumentsMedicalTreatmentValuationSettlementParty ResearchNegotiationMessages
    $182K
    Demand value
    $18.2K
    Specials
    2
    Treatment gaps
    On the matter
    J. WilliamsLead attorney
    Medical Chronology WoorkerAI · drafting
    Negotiation WoorkerAI · standby

    Native Trust Accounting

    Trust accounting, built in. Not bolted on.

    Most legal AI tools punt on the hard part, the money. Woork runs IOLTA natively: a client sub-ledger per matter, settlement waterfalls, and disbursement on real rails, three-way reconciled to the penny.

    Client sub-ledger per matter

    Every matter is its own IOLTA sub-account, rooted in the firm trust account.

    Three-way reconciliation

    Matter ledger, bank feed and your books reconciled automatically, with an overdraft guard.

    Settlement waterfall

    Fees, medical liens, costs, and client net computed and disbursed on real payment rails.

    Bar-compliant & audited

    Compliant trust handling with a full, tamper-evident audit trail across every entry.

    Trust Ledger, Martinez v. AcmeIOLTA
    Client sub-ledger
    $42,500
    Bank
    $42,500
    Books
    $42,500
    Three-way reconciled · balanced to the penny
    Settlement waterfall · $100,000
    Attorney fee (33⅓%)$33,333
    Medical liens$18,200
    Case costs$4,800
    Client net$43,667
    Overdraft guard active · disbursement on real rails

    Privilege-safe AI

    Ask the case file. Privilege intact.

    AI runs inside your tenant, scoped to a single matter, and never trains on your work. Ask questions across the matter's documents and get answers with citations, never a fabricated cite.

    Privilege-safe by architecture

    Runs under each matter's security context with an audit hash-chain. No waiver, no training on your data.

    Matter-scoped RAG

    Hybrid search and retrieval across the matter's file, with ethical walls enforced.

    Citation enforcement

    Every claim is sourced, anti-Mata. Cites verified against CourtListener and the Caselaw Access Project.

    Grounded, not guessed

    Answers come only from the retrieved set, never the model's memory.

    Ask the case file, Martinez v. Acme
    Summarize the treatment gaps and total specials.
    Two treatment gaps (31 and 24 days). Total medical specials are $18,240 across four providers.
    ↳ PT_Records.pdf p.12 · Radiology.pdf p.3 · Billing_Summary.xlsx
    Matter-scoped · privilege preserved · every claim cited

    Documents & Intake

    Draft, sign, and intake, without leaving.

    Generate documents from templates with matter data, sign with native e-signature, and turn web and phone intake into matters automatically.

    Document generation

    Demands, settlement agreements, and pleadings rendered from templates with matter data, stored on the matter.

    Own e-signature

    Native signing with signer roles and a court-admissible audit trail. No third-party e-sign vendor.

    AI intake call center

    Real-time voice: a missed call becomes an instant SMS; a call becomes a transcript and a lead in under 60 seconds.

    Web-to-lead + ROI

    Public intake forms feed the funnel, with per-campaign tracking numbers and cost-per-signed-case attribution.

    Document & IntakeAI-assisted
    Demand letter, generated
    Rendered from template with matter data · stored on the matter.
    E-signature: 2 of 3 parties signed, native, no third-party e-sign
    Intake call · 00:58
    Missed call → instant SMS → transcript → new lead. Speed-to-lead under 60s.

    Legal Woorkers

    A paralegal team that never sleeps.

    Purpose-built agents that do the real work, every output cited, and every action proposed for a human to accept. They draft; you decide.

    Medical Chronology

    Builds the chronology with every fact linked to its source page, flags treatment gaps, and tallies specials. The highest-value PI task.

    Negotiation

    Drafts the blueprint: good facts, bad facts, settlement range, and insurer rebuttals, every point cited to the file.

    Case Valuation

    Policy-limit-aware valuation that drives the interactive settle-vs-litigate modeler.

    Treatment Management

    Tracks treatment, flags gaps, and drafts provider referrals.

    Lien Waiver

    Chases and tracks lien waivers ahead of disbursement, so settlement doesn't stall.

    Litigation Discovery

    Drafts and responds to interrogatories, requests for production, and admissions.

    Financial Disclosure

    Parses statements into cash flow and assets, and flags hidden or dissipated assets (Family).

    IP Office-Action

    Parses a USPTO rejection, maps claims against prior art, and drafts a response.

    CLM Review

    Reviews a contract against your playbook, flags deviations, and suggests fallback positions.

    Partner Review

    Does the work. Then checks it.

    A second agent scrutinizes the first agent's work, and yours, before anything leaves the firm. Every legal citation is checked against your case-law sources, CourtListener today, or Westlaw, Lexis, and the databases you subscribe to, so a fabricated cite is blocked. There's no model in that check, so it can't be talked out of catching a fake.

    Five modes, the way litigators already think:

    Review

    Verifies every cite and flags claims the record doesn't support. Returns pass or revise.

    Murder Board

    The hardest questions a reviewing partner, a hot-bench judge, and opposing counsel would each ask.

    Devil's Advocate

    Opposing counsel argues their strongest case and shows exactly where you're exposed.

    Moot Court

    A live hearing to practice against, oral argument, cross, or deposition, with a reacting bench.

    Checklist

    The closing verification list, with check-offs saved to the matter.

    Agents that learn

    Agents that learn from you.

    Your Woorkers get sharper with every matter, grounded in your firm's own work, and never trained on anyone else's. They learn from:

    Your experience

    How your firm actually wins, the judgment behind the work.

    Your matters

    Every case, outcome, and pattern across your book.

    Your documents

    Pleadings, demands, and templates, your library, cited.

    Your tone & style

    Drafts that sound like your firm, not a generic model.

    Your playbooks

    The way your firm runs a matter, step by step.

    Your guardrails

    What agents may do, and where they must stop for a human.

    Matter-scoped, privilege-safe, and yours alone, the firm's knowledge compounds, it doesn't leak.

    Portals & client experience

    A portal for every client, partner, and purpose. Zero leakage.

    Client, partner, and intake portals across every practice area, each external party sees only their own matters, on your live data, verified end to end.

    Client & matter portal

    Status, documents, secure messaging, and e-signature on their own matter.

    Secure data room

    Ask the case file, counterparties query the documents and get cited answers.

    Co-counsel & expert

    Scoped access for co-counsel and retained experts, limited to their engagement.

    Co-parent (Family)

    Tamper-evident, court-admissible communication between parties.

    Inventor & counterparty

    Inventor portfolio views for IP; counterparty access for CLM deals.

    Public intake

    Branded intake forms that capture, score, and route leads into a matter.

    Why it's different

    The others are an AI layer. Woork is the firm.

    The legal-AI tools speed up the paralegal, but they're a layer bolted onto a stack you still pay for, case management in one place, payments in another, call tracking somewhere else, and the trust accounting isn't theirs. Woork owns the full loop natively: intake to documents to trust to cash, on one governed platform, across every practice. It does the work, and it checks it.

    Why legal teams trust Woork

    Privilege-safe by design.

    The controls a firm's general counsel and risk team expect, built into the platform, enforced on every matter.

    Privilege-safe AI

    AI runs inside your tenant and never trains on your matters. Work product and privilege stay intact.

    Matter-level security

    Record-level sharing and ethical walls keep each matter visible only to the team on it.

    Native trust accounting

    Segregated client funds with three-way reconciliation and a full audit trail, not a spreadsheet.

    Tamper-evident audit & retention

    A hash-chained audit log, retention policies, and defensible deletion across every record.

    Talk to us

    Let's Woork together.

    Tell us what you're building. We'll show you Woork on your own use case, apps, agents, and integrations, governed by default.

    See it on your data

    Not a canned demo. We'll stand up your use case on the platform so you can see the real thing.

    Talk to an engineer, not an SDR

    You'll speak with someone who can actually architect it, forward-deployed, hands on the keys.

    Prompt to production

    See how fast a governed, enterprise-grade app ships, days, not months.

    Prefer email? hello@dowoork.com

    We reply within one business day. No spam, ever.