Core Ops Agent

A custom AI agent trained on your firm's data, connected to every system you run, and equipped to take action across them.

A HIPAA-compliant AI agent built around your firm. It reads documents, queries your case and patient systems, answers staff questions about how Filevine works, drafts grounded responses, and takes action across the tools your team already uses. Specialized for legal practices on Filevine, LeadDocket, and Clio; for medical practices on Microsoft 365 and eClinicalWorks.