For law firms and wealth managers
Most software makes your firm adapt. We build the other way.
Intake, case files, billing, reporting and phones, built around how your firm already runs and connected to the tools you already use, like Clio, Lawmatics and Microsoft 365. Then we stay on and run it.
The consult: one hour with the team, not a salesperson. You leave with a real number. The $250 comes off your build if you move forward. You pick your time right after checkout.
Not ready to pay yet? Get a free 30-minute AI Map for your firm.
A few of the apps we already run
Case-file reader
A memo from the case file, each line tied to its page
Intake to open matter
The attorney says yes, the matter opens, the agreement goes out
Live KPI dashboards
Revenue, hours and collections from Clio, per attorney
Billing and collections
Balances off the case, reminders a person approves
Body-cam transcripts
Hours of footage you can search, kept on your own computer
Firm phone system
Calls, texts and recordings filed to the matter
Plus custom tools built on your firm's own workflows. We map how you work, then build around it.
Sound familiar?
Where firms lose clients and hours, and what we build for each one.
“Nobody has time to reread the whole file.”
A case-file reader that pulls the facts from every document, ties each one to the exact words and page it came from, and tells you which files it could not read.
Case-file fact extraction“A good case called Tuesday. The fee agreement went out Thursday.”
Intake that builds the lead packet and case folder while you work. When the attorney accepts, the matter opens in Clio and the fee agreement goes out for signature.
Law firm intake automation“We see last month's numbers when someone finally updates the spreadsheet.”
A live dashboard that reads straight from Clio: revenue, hours against goal and collections, per attorney.
What a law firm KPI dashboard should show“We find out a client is behind on payments when someone finally checks.”
Balances come straight off the case and reminders are written and waiting. Nothing reaches a client until a person at the firm approves it.
Payment plans and collections“Client calls and texts live on somebody's personal cell.”
A phone system for the whole firm: calls, texts and recordings on the desktop and on staff phones, with notes filed to the matter instead of lost in someone's phone.
What a law firm phone system should do
Pick the one that costs you the most. That is what the consult is for.
Not ready to pay yet? Get a free 30-minute AI Map for your firm.
In production
Real systems. Running real firms.
These are production systems firms rely on every day, handling real calls, real clients, and real money right now.
+70% lead quality.
An injury firm reported lead quality up 70%, and Spanish-language leads climbing from 5% to 30% of intake, after we rebuilt how leads are captured, answered, and followed up. Those are the firm's own published figures.
Law · Lead conversion
Your whole stack, in Claude.
Our platform wires a firm's real tools back into AI, so staff run their software by just asking. Clio, Wealthbox, RingCentral, Microsoft 365 and more, all built on production integrations, not demos.
Platform
Want one of these for your firm? It starts with an hour on the phone with us.
Not ready to pay yet? Get a free 30-minute AI Map for your firm.
What clients say
“If you are like me, a professional seeking to integrate AI into your business, these guys are THE BEST. Chris and Matt take the time to learn your business and provide thoughtful, price conscious solutions. They are responsive and attentive.”
“I have been working with SaveYa Tech for a few months now and am extremely pleased with the communication and turnaround time on the projects we are developing to help our efficiencies and cost cutting.”
“Chris has developed a high-quality AI virtual assistant that has become a valuable part of the firm's operations. Beyond the technology itself, he is always willing to go the extra mile to ensure projects are completed successfully and that solutions meet the firm's needs.”
“Chris and Matt are amazing. They are so helpful and they get excited along with our team as we explore different ways to work more efficiently. Highly recommend them to everyone!!!”
The difference
Generic AI makes you fit the software. We build the software to fit you.
We build AI tools custom to your business, not the other way around. Generic AI tools, you have to conform to them. We build tools that conform to your business. You work with the two people who build it, not an account manager or a ticket queue.
How it works
Step 1
Map your workflows
One hour with the people who build it, not a salesperson. We map how your firm actually runs and show you what we would build. You leave with a real number. $250, credited toward your build if you move forward.
Step 2
Build
We set up the apps we already have that fit, and build new tools for the rest of your workflow, connected to what you use, like Clio and Microsoft 365. We build new tools every day.
Step 3
Run it with you
We stay on. We run it, fix it and keep improving it as AI changes. Month to month.
Step one is the consult. One hour, and you leave knowing what we would build and what it costs.
Not ready to pay yet? Get a free 30-minute AI Map for your firm.
Security
Your clients' data stays protected.
Before we touch anything involving client data, we run a full compliance review. Every system runs on SaveYa Ops, a secure layer in front of the software you already pay for.
- Your data stays in your systems
- We connect to the software you already use and keep only the minimal records a workflow needs to run.
- Built on audited infrastructure
- SOC 2 Type II audited, HIPAA-eligible providers like Supabase, Vercel and Anthropic. We credit them by name and never claim a certification we have not earned.
- A person approves what matters
- Any step can wait for a human. Sensitive fields stay redacted, and every action is written to an audit log.
- Encrypted in transit
- TLS 1.2 or better on every connection. Credentials are vaulted and kept out of code and logs.
Bring your security questions to the consult. We walk through exactly where your data goes.
Not ready to pay yet? Get a free 30-minute AI Map for your firm.
Guides for law firms
Plain answers from the people building it.
Wealth management
Onboarding, meeting prep and client reporting handled in the background, with the audit trail and controls a regulated firm needs.
Explore wealth automation →Our app library
Apps we have built, plus a few still in the works (they are marked). Your build starts from the ones that fit and adds custom tools for the rest of your workflow.
More on payment plans, every service and the library.
Find out what we would build for your firm.
One hour with the team. You leave with a real plan and a real number, and the $250 comes off your build if you move forward.
Book a $250 ConsultNot ready to pay yet? Get a free 30-minute AI Map for your firm.
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