Meetings become the file. New clients actually onboard.

Ezra is the AI front office for UK law firms. No more note-taking after the meeting. No more enquiries dying in the inbox. No more converting before the checks are done. Numbers a partner can actually trust. Three modules around the file: notetaker, intake and finance. Compliance and attribution ride intake; payments ride finance. It runs on Clio Manage.

UK law firms. Ezra is in private beta, and in production — the work described on this site is work the product does today, not a roadmap. Heads of department use the notetaker on live clients, not just enquiries.

No more note-taking. No more adding entries to Clio. No more drafting the client letter after the meeting. Attendance note, time with a narrative that reads, dates and reminders, a money-on-account request and the email to the client — written automatically from the call. A minute on one card, and that minute can go on the bill. Live files, first consults, ad hoc, in the room. Calendar meetings that qualify are joined on Meet, Teams or Zoom; in-person and ad hoc use a desktop recorder.

No more dead enquiries. Midnight form to instructed client. Every source in one pipeline — forms, calls, voice when the firm turns it on — booked on a lawyer's real calendar. The pack is assembled; chase is automatic; send is human. Convert stays gated until conflict, identity, signed terms and payment arranged are done. Returning clients skip what they already passed. You see which campaigns become instructed clients, not which ones generate calls.

Ezra currently supports Clio Manage only. Clio Manage stays your practice-management system of record — your matters, bills and client account stay there, and once a matter is open in Clio, Clio's copy of the shared fields wins. Ezra is the front office in front of Manage: notetaker, intake and matter P&L that's drillable to the row. Client comms stay in Clio; we don't duplicate them.

Yes, and that is the point of it. Attendance notes, billable time entries, diary and key dates, tasks, documents and correspondence Ezra produces are written into the Clio file, surface by surface — including all-off, if the firm wants Ezra to read and never write. Nothing is migrated: if Ezra stopped tomorrow, Clio would still hold the firm's matters, bills and client money exactly as it does today.

Not on the paths a person owns. Replies, notes, time entries and payment requests are drafts until someone files or sends them. Ezra never moves money or waives a compliance gate. A handful of operational messages can reach a client without a fresh click — form acknowledgements, appointment reminders, e-signature chasers, the identity-check heads-up. Each has an off switch in the firm's settings.

The systems your firm already runs: Clio Manage for practice; Google Calendar and Microsoft 365 (Outlook) for booking and the notetaker; Thirdfort for identity and AML; Google, Meta and LinkedIn Ads plus GA4 and Search Console for marketing; Infinity and MediaHawk for call tracking; mmunicMail for forms. Stripe-backed client payments are a pilot, switched off by default. Xero is built but not switched on for every firm.

Access is decided in three layers, and all three have to pass: the pages a person's role can open; a per-person finance-visibility grid that decides whose figures they see; and a per-matter rule that decides whether a matter opens in full or as metadata only. A matter marked high sensitivity leaves it open only to its team, the people named on it, compliance and administrators. Every matter access decision is written to an access log.

Each firm is an isolated tenant. Data from one firm is not served to another. A second firm does not go live until that isolation is verified. Onboarding is done with us rather than self-serve.

Ezra is invite-only while in private beta. Request access with your work email at ezralaw.ai/#request-access — tell us the firm and what you're trying to fix, and the team will be in touch.