AI workflows for California family-law practices.

Same Goals. Better Systems.

The work between the legal work, handled.

Cypress builds firm-controlled AI workflows for intake, disclosures, discovery and billing, so evenings stop disappearing into paperwork.

Book a Practice ReviewExplore the workflow
Attorney approves every releaseOn-site, hybrid or hostedBuilt in Monterey County
Cypress Core · tonightIllustrative
Conflict-review packet ready.For attorney · nothing released
Missing-statement follow-up drafted.Needs review
Client update prepared in the firm’s voice.For approval
Intake sortingConflict-review handoffsFL-140 / 142 / 150 trackingDiscovery statusDocument requestsClient updatesTime-entry promptsInvoice prep
THE GAP

Another missing bank statement.
Another intake to sort.
Another client waiting on an update.

None of it is legal work.
All of it has to happen.

Your team should not have to carry every handoff in its head. Cypress picks up the routine steps, keeps them visible and hands decisions back to the people responsible for them.

SEE IT WORK

One complete process.
One clear handoff.

Intake

From first inquiry to a conflict-review packet.

  1. Capture the inquiry through an approved channel.
  2. Organize the details into the firm’s intake fields.
  3. Prepare the conflict-review packet and proposed next step.
  4. Attorney reviews the handoff before release.
Cypress CoreIllustrative
Consultation inquiryDone
Conflict-review packetNeeds review
Consultation optionsWaiting
Welcome message draftNeeds review

No client data. Example workflow states only.
Source-linked work. Named approvers. Visible exceptions.

Disclosures

Know what is missing. Without rebuilding the list.

  1. Inventory the documents received.
  2. Compare them against the firm’s approved request list.
  3. Prepare a follow-up for missing information.
  4. Attorney approves the release before it goes out.
Cypress CoreIllustrative
Document inventoryDone
Outstanding statementsWaiting
Disclosure checklistNeeds review
Client follow-up draftNeeds review

No client data. Example workflow states only.
Source-linked work. Named approvers. Visible exceptions.

Billing

Keep the time. Lose the end-of-day scramble.

  1. Prompt for open time entries.
  2. Prepare draft entries for staff verification.
  3. Assemble invoice drafts from approved records.
  4. Attorney approves invoices and reminders before release.
Cypress CoreIllustrative
Time-entry promptsDone
Draft time entriesNeeds review
Invoice preparationDone
Invoice releaseNeeds review

No client data. Example workflow states only.
Source-linked work. Named approvers. Visible exceptions.

WORKFLOWS / BUILT AROUND YOUR PRACTICE

Six places the paperwork piles up.
Start with one.

01 / FIRST CONTACT

Intake & consultations

Organize inquiries and prepare conflict-review handoffs under the firm’s rules.

02 / DISCLOSURES

Financial disclosures

Track requested records, flag missing items and prepare follow-up for review.

03 / DISCOVERY

Discovery coordination

Organize requests, incoming documents and status summaries without rebuilding the list.

04 / OPERATIONS

Matter administration

Turn approved instructions into assigned tasks and visible outstanding work.

05 / COMMUNICATION

Client updates

Prepare routine updates and reminders in the firm’s approved voice.

06 / BILLING

Billing administration

Prompt for time entries and prepare invoices from verified, approved records.

YOUR PRACTICE. YOUR ENVIRONMENT. YOUR CONTROL.

Cypress handles

Agreed administrative workflows: organizing information, tracking requests, preparing drafts, coordinating handoffs and surfacing exceptions.

The firm’s approved procedures and permissions define what the system can do. Releases are held for attorney approval.

Your attorneys decide

  • Legal judgment
  • Conflicts and representation
  • Deadlines, verified by staff
  • Filings and substantive communications
  • Trust-account movements

On-site

Designated workflows can run in the firm’s environment. Local-only requirements are scoped and tested for each task.

Hybrid

A local foundation with approved external services where a workflow needs them. Every connection is documented.

Hosted

A dedicated hosted environment with agreed access, retention, backup and support arrangements.

What stays local is scoped per workflow. Local hardware alone does not make connected email, cloud storage, models or other services local-only.

UNDERSTAND. IMPLEMENT. MAINTAIN.

A practical first step.
A system built to last.

01 / PRACTICE REVIEW

Map the work.

Agree on the problem, access, exceptions and a measurable starting scope.

$750

Credited toward implementation.

02 / CYPRESS CORE

Build around your firm.

Configure, test and launch three defined administrative workflows.

from $5,000
03 / CYPRESS MANAGED

Keep it working.

Maintain connections, review exceptions and improve the agreed system.

from $1,995 / month

Implementation and ongoing support are separate. Hardware, travel, third-party services and additional work are scoped explicitly. See scope and pricing.

FOUNDING FIRMS / MONTEREY COUNTY

Three local practices.
A direct say in what comes next.

Three Monterey County practices get a scoped pilot and a direct say in what we build next. Pilot scope and terms are confirmed on a call.

Ask about a pilot slot
ONE WORKFLOW. A BETTER WORKDAY.

Make room for the work that matters.

Tell us where the paperwork slows your practice down. We’ll discuss fit, scope and the next step.

PRACTICE REVIEW

Start with your practice.

The Practice Review is a $750 assessment, credited toward an implementation.

Book a Practice Review

Submitting a request doesn't book an appointment, authorize a charge or create an attorney-client relationship. Please leave out client names, case facts, documents and passwords.

Same Goals. Better Systems.