Matter management, all in one place.

A matter opens straight from the lead that earned it — contact, intake detail and compliance status carried across, nothing re-keyed. Two-way sync keeps it aligned with Clio Manage from the first day.

A Recall.ai bot joins consultations on Zoom, Meet and Teams, records and transcribes them (Deepgram, with speaker detection), tracks who was on the call and announces consent when the client joins. A desktop recorder app — Windows and macOS — captures in-person meetings, where the fee earner obtains consent in the room; Recall handles that capture and the fee earner files it to the matter.

The transcript doesn't just sit there. AI drafts a UK-solicitor attendance note — third person, past tense, real names — and raises SRA compliance flags (privilege, undertakings, AML, conflicts and more), each one quoting the line of transcript that triggered it. No quote, no flag. Parties named in the call are run through the conflict engine automatically. The note stays a draft until a fee earner reviews it and files it to the matter.

Compose to clients from one verified firm sender — no rogue Gmail threads — across email, with SMS and WhatsApp wired in. Reusable snippets, attachment virus-scanning, and a single brain that drafts replies and follow-ups; every client-facing message waits for human approval before it sends.

Ezra surfaces what actually needs a person right now — a lead gone quiet, a recording to review, WIP running past its funding, a time narrative too thin to bill — and clears each item the moment the underlying state changes. Built to hit zero by end of day, not to grow forever.

Tasks are driven by the matter's stage, and a replies queue keeps awaiting-response work visible. Consultations book through self-hosted scheduling (EU data residency) with reminders sent automatically. An AI matter summary lives on every record, refreshed when the context changes.