Terso AI
Industries
Commercial real estateMarketing agenciesInsurance agenciesSales teamsStaffing and recruitingAccounting firmsHome servicesBusiness brokers and M&AExecutive assistantsWealth management and RIAsNursing homes and senior carePrivate equityLaw firmsHealth careManufacturing acquisitionsDistressed and foreclosure real estateCommodity trading and logisticsFranchise and multi-locationCommercial mortgage brokers Another industry
Products
Command CenterOne screen for the whole operation: what is happening now, what needs a decision, and what the numbers say.Deal EngineA sales system that sources prospects, answers every lead in minutes, and works the follow-up until there is an answer.Deep BrainEverything the company knows, held in one private place the whole team can ask in plain language.Front DeskEvery call, form, and message answered day and night, with the appointment booked.Document DeskPaperwork in, finished packets out, on deadline, with the trail intact.
Free AI audit How we do it Team
Law firms

Intake gets answered, and the assembly work comes off the billable hour.

A prospective client calls, describes a matter, and someone who bills has to capture it, check for conflicts, and decide whether it fits. We build the systems that handle the repeatable part of intake, assembly, and chasing, and leave every legal judgment with your attorneys.

See how we do it

Where the hours go.

Intake

Qualifying calls take attorney time

Capturing the matter, checking for conflicts, and deciding whether it fits is mostly repeatable, and it is mostly done by someone who bills.

Coverage

The call that came in at night

Prospective clients call when something has gone wrong. A firm that answers at 8pm keeps the matter that a firm answering Monday loses.

Assembly

Every matter rebuilds the same documents

Engagement letters, standard filings, and routine correspondence get rebuilt from the last version, every time.

Silence

Matters go quiet between milestones

Clients wait for updates, referral sources wait for a thank-you, and the prospective client who called last month never hears back.

What we build for the firm.

Intake answered day and night

Inbound calls and web inquiries get answered around the clock, captured against your intake questions, and screened against your case criteria.

Documents assembled from your templates

Engagement letters and routine documents assemble from your own templates and matter data. An attorney reviews before anything is sent or filed.

Records chased and clients updated

Outstanding records and items get chased on a schedule, and clients and referral sources get updates between milestones without anyone remembering to send one.

The conflict check inside intake

The firm-wide conflict check runs as part of intake, and anything unclear routes to a person.

Build anything

We build whatever your operation needs.

Every system on this site started as one sentence from an operator describing the part of the job that eats the week. Write yours in the box below. Jake reads it himself and replies within one business day with what it would take to build.

Describe it in your words.

Plain language is enough. The more detail in the box, the more specific the reply.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

The systems

What we would run in a law firms operation.

Front Desk

Every call, form, and message answered day and night, with the appointment booked.

For a firm this is the call that comes in at 8pm: the matter captured against your intake questions, screened against your case criteria, and routed to the attorney who should see it.

Document Desk

Paperwork in, finished packets out, on deadline, with the trail intact.

Engagement letters, standard filings, and routine correspondence assemble from your own templates and matter data, and outstanding records get chased until the file is complete. An attorney reviews before anything leaves.

Deep Brain

Everything the company knows, held in one private place the whole team can ask in plain language.

Matter history, client preferences, referral sources, and the positions the firm has taken before sit in one private store any attorney can ask.

Start with one practice area.

Intake and assembly repeat most closely inside a single practice area, which is why the first build takes one practice area.

Personal injury

The problem
  • Intake volume is high and mostly repetitive, and a case turns on chasing medical records and building the demand package on time.
What we build
  • Round-the-clock intake capture screened against your case criteria, records chasing that runs until the file is complete, and demand-package assembly from your own templates.

Estate and family

The problem
  • Matters move slowly and clients need reassurance between milestones, while intake and document assembly repeat almost identically across files.
What we build
  • Client update sequences that run between milestones, document assembly from your templates, and a matter history any attorney in the firm can ask.

Corporate and real estate

The problem
  • Volume sits in the closing documents and the diligence chase, and the conflict check before a new matter opens is non-negotiable and cumbersome.
What we build
  • Conflict checking inside intake, closing and diligence document assembly, and outstanding-item chasing across every live matter at once.
Get started

Interested in making your law firm AI-native?

First name, last name, and a work email is all it takes. Jake reads every one of these himself and replies within one business day with what to automate first.

Send the details

First name, last name, and a work email. Jake replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

Before you call

Three things you can check on us.

Risk

Seven-day money-back guarantee

Ask for your money back inside the first seven days of the build and you get it. After day seven the standard terms in your agreement resume.

Team

Engineering from Fortune 500 companies

The team includes former Fortune 500 developers, with prior experience at Microsoft, Morgan Stanley, NASA, T. Rowe Price, Perplexity, and Cognizant, and is drawn from Dartmouth, Brown, and Case Western Reserve. Read the roster.

Proof

We run Terso on the systems we sell

Our sales, research, and operations run on Deal Engine, Deep Brain, and Command Center every day. Ask on the call and we will show you ours running.

Where to start

See what this costs you before committing to anything.

Send the details of your law firms operation and the reply comes back with the hours and the revenue currently going to the problems above, and which one to solve first.

  • A reply within one business day, written by Jake
  • The first build named, with the return it targets
  • No obligation to go further

Send the details

Name, email, and company. Jake reads these himself and replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

Where it starts.

It starts with a free discovery call, then an audit that maps where the hours and the leads are going. The build starts with the highest-value piece, and we host, monitor, and keep improving the system from there.

Read how we work

Document DeskPaperwork in, finished packets out, on deadline, with the trail intact.Front DeskEvery call, form, and message answered day and night, with the appointment booked.Deep BrainEverything the company knows, held in one private place the whole team can ask in plain language.

Common questions.

Does the system give legal advice?

No. It handles intake capture, assembly, chasing, and retrieval. Legal judgment, advice, and filings stay with your attorneys, and an attorney reviews anything that leaves the firm.

How is client confidentiality handled?

Access is per-person and per-role, everything is logged, the store is private to your firm, and nothing in it trains a public model.

Where do you recommend starting?

One practice area to start. Intake triage and records chasing on a single practice area is where the work repeats most closely, so it pays back first.

Answer every intake.

A free consultation walks through your intake and assembly load and names the first thing worth building.

Or send the details and we come to you.

Send the details instead

Name, email, and company. Jake replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.