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BBriefHarborLEGAL OPERATIONS
ONE COMPANY · TWO DISTINCT PRODUCTS

Choose the workflow. Then the workspace.

Connect handles intake and follow-up. Casework supports matter preparation after engagement. This website explains the products; it is not a client case file.

01 / CONNECT

Client intake & follow-up

For intake teams and firm managers: who contacted us, what do they need, and who follows up next?

Back-office focus: Inquiries, sources, client details, follow-up status and handoff.

02 / CASEWORK

Case management & preparation

For attorneys and authorized assistants: where does the matter stand, what is missing, and what needs preparation?

Back-office focus: Matter register, source versions, candidate facts, gaps, tasks and draft reports.

Connect · Workflow illustration

  1. Inquiry received
  2. Record needs & documents
  3. Assign follow-up
  4. Confirm engagement & handoff

These are workflow responsibilities, not a claim that every automation is available. Casework is a local basic pilot; automated filing, court monitoring and paid AI are unavailable.

How do the products connect?

Inquiry → intake follow-up → firm confirms engagement and data scope → open matter → preparation and attorney review. Not every visitor becomes a case.

Automated cross-product handoff still requires integration and acceptance testing. A responsible person must verify handoff for now. Firm workspaces only access authorized firm data; company administration does not make that data public.

BriefHarbor’s internal Casework is owner-only. Customer firms require separate provisioning, not access to that private account.

TWO PRODUCTS. DISTINCT WORKFLOWS.

From client intake to internal casework.

Choose the product for the work. Your existing intake workflow stays intact.

01 / CONNECT

Client intake & follow-up

Receive inquiries and materials, assign follow-up and manage clients. Existing team-seat plans apply.

View Connect plans
02 / CASEWORK · BASIC PILOT

Attorney casework workspace

Process materials locally into reviewable facts, gaps, next-step checklists and draft reports. The attorney reviews and decides.

$8,000 / one-time setup

$320 / month · 8h × $40

  • Local ordinary edition; basic pilot currently available
  • Text/TXT intake; local processor must remain running
  • Bandwidth/storage at actual cost, no markup
  • Approve a spending cap before usage charges; no automatic charges yet
Request pilot access

USD. First-month setup and maintenance: $8,320; first-year fixed total: $11,840. Taxes and additional scope follow the confirmed order. Full release, automated filing and court monitoring are unavailable.

THE WORK, CONNECTED

More than another chat window.

From first contact to handover. Select a stage to explore.

01

Every first contact has a clear next step.

Bilingual intake, fact checks, conflict review and engagement.

Open your workspace
Workspace example · fictional materials
01Bilingual intake
02Pending review · assigned
03Document request

Legal judgment, final documents and filing stay under attorney control.