01Protected focus blocks
Blocks held on the calendar for the work that actually gets billed, defended against the meeting that could have been an email.
We build and run an assistant around how your practice actually works. Anything touching a deadline escalates the moment it arrives. Everything else files itself by client and matter — so the hours you bill go to the work, not to the inbox.
Most of what arrives can wait a day. A handful of it cannot wait an hour — and the two look identical in a list of ninety unread messages.
Court notices, orders, opposing counsel, a client who has gone quiet for eleven days, a new party who needs a conflict check before anyone says anything substantive. Generic importance scoring asks whether something looks urgent. It has no idea what urgency means in a litigation practice.
So the sorting falls to you, or to whoever gets to the inbox first, at the exact moment you are least able to do it carefully.
Nothing else in the practice has this shape — small input, unbounded consequence.
This configuration exists before your first onboarding session. Discovery tunes it to your matters, your people and your thresholds — it doesn't start from a blank page.
Filings, hearings, orders and response dates are detected in the subject line and the body, not just the calendar invite.
Escalated ahead of everything else, with the date surfaced at the top of your digest and the matter attached.
Distinct rules for client, opposing counsel, court and internal mail. The system knows which is which before it does anything.
Flagged and drafted for your review. Never answered automatically, on any plan.
Client and matter number matched from the thread, the sending address and any reference in the body.
Filed to the matter, with response time by client tracked for your reporting.
New parties are flagged against the matters and clients you already hold before anyone drafts a substantive reply.
Held for conflict check, with a short holding reply queued for your approval.
Protected material is identified and contained rather than passed along the ordinary automation chain.
Kept inside the approved tool stack. Never routed through non-compliant tooling.
Retainer, trust and billing correspondence is separated from general client mail and handled under its own rules.
Routed to whoever owns it in your firm, tracked separately from matter correspondence.
On Custom Reserve this becomes your own escalation matrix — your hierarchy of urgency, your assignment rules, your thresholds — documented during discovery and built to match. Time capture from email and meeting activity is on the roadmap and is deliberately not part of the current build.
Blocks held on the calendar for the work that actually gets billed, defended against the meeting that could have been an email.
Who you're meeting, the matter history, open items and the last interaction — assembled before the call rather than during it.
Everything you told a client or a court you would do, tracked to closure instead of living in your memory.
Everything others owe you — documents, signatures, responses — chased on a schedule so you aren't the one remembering.
Prompts and responses are never stored. That claim only means something if it holds all the way down, so every vendor in the chain — model, meeting recorder, CRM, automation platform, mail — is vetted for how it handles retention before it goes in the stack.
You get a written data flow map showing exactly where information travels and what is kept at each hop. Most firms need one for their own compliance posture and can't produce it.
Available on Reserve and Custom ReserveThe system drafts. You approve. There is no mode where it decides on its own to answer a client, respond to a partner, or send anything at all on your behalf. We don't offer that, and we're not planning to.
The industry configuration described above is part of a Custom Reserve build. Select and Reserve run the same engine without the custom process work.
Your inbox sorted and prioritised, with a daily digest and protected focus blocks. No custom routing.
See pricing →Adds replies drafted in your voice, VIP routing, scheduling and meeting capture. The Regulated Practice Layer is available here as an add-on.
See pricing →The full industry configuration: custom escalation, routing, process flows and reporting, built from a documented map of your operation.
See pricing →A one-page map of every inbound a litigation practice should treat as an escalation — including the categories firms most often catch late. It's drawn from the escalation matrices we build during discovery, and it's useful whether or not you ever work with us.
We'll look at how mail, calendar and follow-ups actually move through your firm right now, and tell you honestly whether this makes sense for you and which plan fits. If it doesn't make sense, we'll say so.