Demo instance. Document AI is switched on here without a Business Associate Agreement, so safeguard 06 below does not describe this deployment. No real client records belong on it. A signed BAA is recorded before any live matter.
Client communication for law firms

Your clients shouldn't have to become detectives to follow their own case.

Ross connects to where your files already live: Google Drive, Clio, or a folder on your computer. It reads every new filing, medical record, and court notice that arrives, checking on its own every 15 minutes, and your client gets a plain-English text once you've approved it. No chasing. No "any updates?" calls.

Client communication software for personal injury law firms — built on your Google Drive or Clio, with attorney approval before a client hears anything.

$900 / month + $79 per active case  ·  20-case minimum  ·  one-time onboarding  ·  cancel anytime

Matter 24-0417 · M. Reyes ● Awaiting approval
Hi Maria, a document was filed in your case today. Nothing is needed from you right now, and we'll reach out if that changes.Okafor & Vance
Drawn from an approved template. The text your client receives carries no case specifics.
drafter selected template · safety-checked  09:02:14
queued pending_approval · assigned to D. Vance
mode review all · switchable, one click
Sent by D. Vance. Logged to the audit trail 09:04:37.

We're told when our coffee is ready. When a package is one stop away. When dinner leaves the restaurant.

Yet a client with a life-changing legal matter can wait weeks without hearing a word.

Legal communication should meet the expectations of the world your clients already live in.


The cost of silence

Great lawyers don't lose clients over the law. They lose them over the quiet.

Keeping a client informed is real work, and today it's invisible: unbilled, easy to skip on a busy week, and quietly expensive when it slips.

Unbillable hours

Every "any updates?" call is time nobody bills. Every status text a paralegal drafts starts with reading the file first. It runs all week and lands on no invoice.

The complaint risk

Clients rarely file a grievance over the verdict. They file it because no one told them what was happening. Communication, not the case result, is what most often turns a client against a firm.

The referral engine

Referrals are the lifeblood of a personal-injury practice. Every client who felt ignored is a referral you never hear about, a loss you can't see because it never arrives.

Great lawyers lose clients over communication, not legal work.


What actually happens

Your client hears from you the moment something moves.

Ross connects to the folder where a client's documents already live, then checks it on its own every 15 minutes. When a new document arrives, Ross reads it, drafts the update in plain English from your approved template library, and holds it for you. Your client hears from you the moment:

a lawsuit is filed
medical records are received
a hearing is scheduled
a settlement offer arrives
a case milestone is reached

Connect Ross to where the documents already are.

Google Drive

Connect your firm's Drive once and bind a client's folder to their matter. Ross brings across every document it hasn't seen, reads it, and drafts the update. After that it keeps checking the folder every 15 minutes, so a document that lands overnight is drafted and waiting for you in the morning. Nothing to re-file, nothing to email yourself.

Clio Paid pilot

Ross reads new matter documents in memory and drafts the update. The file itself never leaves Clio and is never stored by us. The Clio integration unlocks upon paid pilot. We register the connection and map your matters with you.

Files on your computer

Point Ross at the folder in your browser, or drag the documents in. Ross reads them and drafts the same update. A folder on your own machine is readable only once you hand it over, so that step stays yours; everything after it is Ross's.

Whichever way a document arrives, a new badge appears beside the client's name. Open it to read what Ross found in the document and the message it drafted.

Anything sensitive waits for you.

A settlement figure, a deadline, anything that needs your client to act, none of it ever sends on its own. It stops, and it waits for an attorney to approve it. That single rule is what makes the automation safe to hand you rather than something to fear, and you can read exactly how much a human reviews in the modes below.


Human in the loop

How much a human reads is a setting. What a human must read is not.

A three-attorney firm that has never let software talk to a client wants to read every word. A firm sending fifty check-ins a week will not hand-approve fifty text messages, and pretending otherwise is how a tool goes unused. Both are right, so your firm picks. Switching is one click, and one click back, with no gate and no call with us.

Dial 01 ● Default

Review all

Every outbound message waits for an attorney. Ross drafts the list; you read it and send the batch with one button. Nothing reaches a client unread.

Dial 02

Review sensitive only

Routine updates, welcome texts and "still working on it" check-ins, send on their own. Status changes and referral follow-ups wait for you.

Dial 03

Full automation

Every message type this firm has turned on sends on the client's cadence. You maintain the case folder; Ross does the drafting. Anything an attorney must see still reaches you.

Full automation is not a master key.

A mode can only ever subtract. It never grants a category the firm hasn't already earned and deliberately switched on. Earning one means the record shows it: 50 of that message drafted, every one approved by a human, and not a word edited. An edit is proof the draft was wrong, so it resets the case for automating that category. Switching it on requires reading the specific risk and typing it back, verbatim, and who did it is recorded with the exact text they were shown. None of this makes automation safe. It makes the decision narrow, earned, deliberate, reversible, and on the record.


Integrations & platform

What's in the box, on one honest map.

Client communication is the job Ross is bought for, and it is the job the rest of this page is about. It is not the whole list. Running a personal-injury matter also means a docket, the medical records, the demand, and the trust ledger, and those are in the box at no extra tier - because a status update is only as good as the case file it was read from.

Every firm sees the same list. What runs today is marked live. What we connect with you during onboarding is marked pilot. What's coming is on the record as roadmap, never sold as shipped. So you know exactly what you're buying before you sign.

Included

● Live today
  • Client messaging SMS delivery with consent capture, quiet hours, STOP/START, and delivery receipts. WhatsApp is the same pipeline on a second channel and is listed under pilot, below.
  • Case folder intake Connect a client's folder and a new document becomes a drafted, queued update, held for approval.
  • Google Drive Connect your firm's Drive, browse it inside Ross, and bind a folder to a client. New documents come across and are drafted for you, and Ross rechecks every connected folder on its own every 15 minutes.
  • Deadlines & docket A due date computed from the rule it cites, then confirmed by a person before it counts. Alerts for what's due soon, overdue, or clashing.
  • Calendar subscription Your confirmed docket as one URL you add to Google, Outlook, or Apple Calendar. It keeps itself current; there is nothing to sync.
  • Medical chronology A dated timeline built from the records, where every line stores the sentence it came from and the page it was on, so you can check it against the original.
  • Demand packages A personal-injury demand assembled from the records, with each fact and each ledger line pointing back to a record page, plus flagged gaps and duplicate charges.
  • Trust & case ledger IOLTA trust accounting, case costs, liens, and settlement statements in the same database as the matter, so the case and the money can't drift apart.
  • Document assembly Drafts built only from your approved templates and your approved clause library, each clause carrying its citation. Filing checks run before anything goes out.
  • Attorney work queue Approvals, client replies, and closeouts merged into one ranked list, ordered by what's at stake and what's time-sensitive.
  • Hash-chained audit log Every draft, approval, and send recorded and exportable end to end, with an integrity check you can run yourself.
  • Two-factor sign-in Standard authenticator apps (Google Authenticator, 1Password, Authy). No password-only access to client data.
  • Document storage Local by default; S3-compatible object storage on request.

In pilot

● Set up with you
  • Clio Read-only sync of matters and documents from your Clio account: Ross reads the document, drafts the update, and never stores the file. Unlocks upon paid pilot. In design-partner testing, and we connect it with you.
  • WhatsApp delivery The same approved client updates, delivered over WhatsApp as well as SMS, so a client who lives in WhatsApp is reached where they already are. Consent, quiet hours and STOP work identically on both channels. Unlocks upon paid pilot: it needs a WhatsApp sender approved on your account and message templates approved by WhatsApp, so we set it up with you.
  • Slack What needs an attorney - approvals waiting, replies to answer, deadlines due - posted into the channel your firm already watches, with a link back into Ross. Counts only: no client names, no case details, and nothing from a document ever reaches Slack. Approving still happens in Ross under your own login, so the audit trail records an attorney rather than a chat account. Paste an Incoming Webhook from your own workspace; no call with us needed.
  • Cliently Export referral contacts to your Cliently workspace.
  • Stripe billing Card or ACH subscriptions through Stripe's hosted checkout. Paying provisions your firm and your admin account on the spot, then hands you a password to set - no setup call in between.
  • Document AI Reading scanned medical records via Anthropic, under a signed BAA and behind the egress gate. Off until your firm turns it on.
  • Gmail & Outlook drafts Draft-and-approve client email from your firm's own mailbox.

On the roadmap

● Building
  • Automatic Clio checks Ross checking your mapped Clio matters on a timer, the way it already checks your Drive folders. Today a Clio pull happens when you ask for one.
  • More cloud drives OneDrive and Dropbox alongside Google Drive and your own folders.
  • Horizontal scale A managed database and autoscaling web tier for many firms. Today the service runs on a single instance, with each firm's data isolated by session-scoped access control.
  • Real-time Clio sync Webhook-driven updates in place of on-demand pulls.

Roadmap items are commitments of direction, not ship dates, and are never billed as if they were live. If this page says Included, the code makes it so. That is the same promise as Safeguard 07 below.

Who we're building with

We're in conversations with attorneys across Southern California.

We're gathering information to improve our product and our processes: how a firm actually receives documents, what a client asks when they call, and where the current answer wastes an afternoon. Those conversations decide what gets built next.

See what a pilot costs
Non-negotiable

You bet your license on this. So it's built to be refusable.

A tool that's right 90% of the time and silent about the rest is worse than no tool. Ross makes every risky action deliberate, disclosed, and reversible. The dials above only ever choose among things a person already wrote and approved, which is what makes them safe to hand you.

01 Case updates never auto-send

The case update, the one message where a model has any say in what gets said, is permanently ineligible for automation: not by setting, not by override, not by an admin who is sure. Automation reaches fixed templates your firm wrote, and nothing else. Settlement figures, deadlines, adverse rulings, and anything asking a client to act never become a draft at all. They stop at triage and escalate to an attorney.

02 A hash-chained record

Every draft, edit, approval, and send lands on a hash-chained audit log with an integrity check that flags accidental changes: who, what, when. Exportable end to end.

03 Case data stays gated

No case data reaches a remote model until it clears the egress gate. That means a document, or any text pulled from one. PHI is gated unless a BAA is on record. The gate runs before any transmission, and nothing leaves until every check passes.

04 Bounded output

Any message that can send on its own is limited to your approved template library. The model selects a variant or escalates; it never writes one. A case-update draft is model-written and always reviewed and approved by an attorney before a client sees it.

05 Your firm, isolated

Every read and write is scoped to your firm from the authenticated session, never from a request parameter a caller could tamper with. We test that isolation with cross-firm checks and can evidence it on request.

06 Reading a document is opt-in, per firm

Ross does not read your case files until an attorney at your firm confirms a signed Business Associate Agreement is in place, and then switches document reading on. Both are recorded with that attorney's name and the date. Until they happen Ross still imports, sorts, and files what lands in your Drive folder — the client update just uses wording your firm wrote instead of a summary of the document. Nothing is silently upgraded: no default, no trial, no setting we flip for you.

07 No false claims

If the page says it, the code makes it so. Aspirational controls are marked roadmap, not shipped. We describe enabling controls, not a bare "HIPAA certified."

Happy clients leave five-star reviews.
Five-star reviews become referrals.
Referrals grow your firm.

Pricing

Priced like a service, not a seat count.

One flat platform fee, plus a charge per active case, plus a one-time onboarding fee. No per-user tiers, no annual lock-in. Drag the slider or type your caseload to see your firm's monthly total.

$900 / month platform fee. Every capability, every safeguard, unlimited users at your firm. Nothing is gated behind a higher tier.
$79 per active case, per month. You pay for the matters Ross is actually working, for as long as they stay open. Plans start at 20 active cases and there is no upper limit.
$3,500 onboarding, once. Connecting Drive or Clio, mapping folders, and building your template and consent library with you. Billed on your first invoice, never again.
Cancel anytime. Month to month after onboarding. Your audit trail exports on the way out. The record is always yours.
Billed securely through Stripe. Card or ACH. Your payment details never touch our servers.
Estimate · monthly ● Live
cases

Only matters open in Ross this month are billed. Plans start at 20 active cases and there is no upper limit.

Platform fee flat $900.00
24 active cases × $79 $1,896.00
Total per month $2,796 /mo
Payments encrypted and processed by Stripe

What counts as an active case?

A matter you're covering in Ross for the billing month, billed for every month it stays open. You choose how many active cases your plan covers and adjust that as your caseload changes; plans start at 20 and stop nowhere - type the number you actually carry, whether that is 40 or 4,000. There are no per-user seats, so you're billed for caseload, not headcount.

Is there a setup fee or contract?

There is a one-time $3,500 onboarding fee, billed on your first invoice. It covers connecting Drive or Clio, mapping your folders, and building your template and consent library with you. There is no contract: billing is month to month after that, and you can cancel whenever.

Do you charge per user?

Never. Bring your whole firm: attorneys, paralegals, admins. Roles are enforced, but every seat is included.

Do we have to upload documents to Ross?

Not from Google Drive or Clio: connect those once and Ross reads the client's folder or matter in place, and a Clio document is read in memory and never stored. Clio unlocks upon paid pilot and we connect it with you; Drive is self-serve today. For files on your own computer, you point Ross at the folder in your browser or drag them in, because a web page cannot read your drive until you hand it over. After that the work is identical either way.

How do you handle sensitive records?

Documents pass an egress gate before any storage or model call, and PHI requires a signed BAA. Your data is isolated to your firm and yours to export.

Can I turn automation back off?

One click, any time, no gate and no support ticket. Turning a category on is the step with a ceremony, because that's the step that removes the human. Going back to reading everything never is.

What actually saves us anything?

Lookup time goes first: instead of a paralegal opening and reading every new document to draft a status update, Ross reads the incoming document and extracts the event. Approving the pre-drafted text becomes the entire task. The money follows only once a category is earned and you've chosen to let it run, which is a decision your firm makes on its own evidence, not a number we can promise you here.