The AI-native matter workspace

Your matters.
Your people.
Your AI team.

ParaPlus gives every matter one secure workspace for conversations, files, decisions, approvals, workflows, and virtual employees.

Ask once, inside the matter. ParaPlus routes the work, brings back a reviewable result, and preserves the record your firm can rely on.

Designed around Matter-first context Firm-controlled skills Deliberate approvals

Branded sign-in · No per-seat fees · Pay only for AI work performed

Matter-first

Context stays put

Firm-controlled

Rules travel with work

Reviewable

Approval before action

§ The operating principle

Your work does not belong in an AI’s memory. It belongs in the matter.

Generic AI starts over in every tab. Traditional legal software stores records but cannot work with them. ParaPlus brings the people, context, capabilities, and controls together without turning the matter into a black box.

01

Fragmented context

The conversation is in one place, the documents in another, the deadline in a third, and the billing consequence gets remembered later.

02

Generic AI, generic answers

A blank chatbot does not know the matter, the firm’s playbooks, the responsible lawyer, or which sources should control the answer.

03

Actions without control

Automation is not useful if a consequential change can happen without the right lawyer seeing the plan and approving it first.

04

Disconnected systems

Practice management, documents, accounting, calendaring, and research all model the same matter differently and drift apart.

05

Work without provenance

A result without its sources, approval state, responsible user, and audit trail is not a reliable part of the legal record.

06

Software priced for access

Per-seat pricing charges the firm for who can log in. ParaPlus charges for AI work performed, while the whole firm shares the workspace.

One matter. One shared record. One place for people and AI to work.

§ How it works

A controlled loop, not a blank chat.

Sign in to your firm’s workspace, work from the matter, and keep attorney judgment at the center.

1

Sign in to your firm

Provisioned lawyers and staff enter through a firm-branded, single-use six-digit code. No generic third-party login page.

2

Work from the matter

Choose the relevant channel and ask in plain language. The conversation, files, permissions, and history already live beside the request.

3

ParaPlus routes the work

The primary virtual employee selects the right specialist, model, firm skill, and internal capability without making the lawyer orchestrate tools.

4

Review, approve, preserve

Consequential actions pause for approval. Completed work returns to the matter with its sources, status, responsible user, and audit trail intact.

The matter channel is the working record

Message ParaPlus…

People and virtual employees see the same matter context, while permissions still govern every action.

§ Capabilities

One workspace for the work that makes a matter move.

These are not disconnected AI tricks. Every capability is permission-aware, matter-aware, and available to the same virtual employees your firm works with every day.

6 tools

Clients & Matters

Full client and matter lifecycle. Search by name, address, phone, email, or anything in the matter description — instant, even on a firm with thousands of matters.

4 screens

Conflict Checks — four ways

Direct client match. Opposing party in prior matters & documents. Former client within two years. Related-party (judges, opposing counsel, witnesses). Citable trail for every check.

7 tools

Time Tracking

Log hours by voice, by text, or after the fact. Automatic rate lookup per lawyer per matter. Unbilled WIP at a glance, by matter, attorney, or firm.

6 tools

Mistake-Proof Invoicing

Every invoice posts in one move. Line items, billed-time updates, and the audit log all save together — or none of them do. No half-billed time entries to chase down at month-end.

7 tools

Document Assembly

Templates with placeholders → finished .docx files. Complaints, discovery requests & responses, engagement letters — drafted from matter data in seconds.

9 tools

Search by Words or Meaning

Find that email about indemnification across every matter in the firm. Searches by exact words and by meaning — so "indemnification" surfaces drafts that talk about being held harmless even when the word itself isn't there.

14 tools

Calendar & Deadlines

Events, court appearances, discovery deadlines, statute-of-limitations clocks. Calculated, not guessed. Overdue items surface every morning.

4 tools

Docketing Engine

Jurisdiction-aware docketing. Mail rule, holiday calendars, business-day math, chained deadlines off a single triggering event — all handled.

2 tools

ECF Notice Parsing

Paste an ECF notice. Out the other side: matter linked, document indexed, deadline chain calculated, calendar populated. The thing that used to ruin Fridays.

3 tools

Legal Research

Case law, statutes, and topic research via Tavily — surfaced inside the same conversation where you're drafting. No tab-switching to Westlaw mid-thought.

5 tools

Related Parties

Judges, opposing counsel, witnesses, experts. Linked to matters, searchable across the firm, and counted in conflict checks.

Every matter

One Collaborative Workspace

Lawyers, staff, and virtual employees work in the same matter channels with the same files, decisions, approvals, and audit trail.

Always loaded

Teach it your firm

Tell ParaPlus how your firm bills, drafts engagement letters, talks to clients — once. Every conversation across every matter applies the same firm-specific instructions. “We bill in 0.1-hour increments” lands as firmly as a hard-coded rule.

On demand

Your playbooks, on demand

Bundle a workflow — new-client intake, standard discovery review, a flat-fee closing checklist — into a named playbook with typed inputs. Anyone picks it from the menu, fills the blanks, gets your steps.

Versioned

Edit it like you talk

Update your firm's voice and playbooks inside ParaPlus in plain English. Every edit snapshots a new version; roll back last quarter's billing guidance in one move. No SQL, no engineer, no ticket queue.

§ Document assembly

From template to filed — in the same conversation.

Upload your firm's complaint, discovery, engagement letter, and demand letter templates once. ParaPlus learns the placeholders. From then on, "draft a complaint for the Acme matter" produces a finished .docx with caption, parties, claims, prayer, and signature block — ready for your review.

  • i.

    Real .docx, not Markdown

    Headers, footers, page numbers, line numbering, exhibit captions — preserved from your template. Filer-ready out of the box.

  • ii.

    Versioned in the matter file

    Every draft is stored against the matter, encrypted at rest. Deleted documents stay recoverable for thirty days. The audit trail records who edited what, when.

  • iii.

    Iterate by conversation

    "Tighten paragraph 14." "Add a third cause of action for tortious interference." ParaPlus revises in place — you watch the diff, you approve.

complaint-acme-v-northstar.docx
Draft · v3

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

ACME HOLDINGS, INC.,

Plaintiff,

v.

NORTHSTAR LOGISTICS LLC,

Defendant.

Case No. 3:26-cv-04412

COMPLAINT

FOR BREACH OF CONTRACT

DEMAND FOR JURY TRIAL

I. JURISDICTION AND VENUE

1. This Court has jurisdiction under 28 U.S.C. § 1332, as the matter in controversy exceeds $75,000 and the parties are citizens of different states.

2. Plaintiff Acme Holdings, Inc. is a Delaware corporation with its principal place of business in Palo Alto, California.

3. Defendant Northstar Logistics LLC is a Nevada limited liability company…

— filled by ParaPlus from M-2026-0143 —

14 placeholders resolved · 2 manual

§ Control and approvals

AI that can work.
Lawyers who stay in control.

ParaPlus can search, calculate, draft, organize, and prepare work without stopping for every mechanical step. When an action carries legal, financial, or record-changing consequences, it becomes an explicit approval for an authorized person.

Prepared automatically

KR

K. Reyes

# billing · 4:42 PM

Prepare the Acme prebill. Include unbilled time, cost advances, and anything that looks unusual.
I pulled the matter ledger, time entries, expenses, and prior invoice. Two entries need your review: one duplicate-looking conference and an unreceipted filing cost.
Keep both visible and prepare the review.
Done. The prebill is organized by professional and date, the two exceptions are flagged, and nothing has been posted or sent.

Review package prepared. Source rows preserved. No consequential action taken.

Paused for authorization

AP

A. Patel

# trust-accounting · 4:47 PM

Reconcile the Acme trust ledger and prepare the earned-fee transfer for the paid invoice.
The three-way reconciliation balances. I prepared an $18,450 earned-fee transfer, but moving trust funds requires attorney approval.
Approval requested from K. Reyes
KR

K. Reyes · approval card

Reconciliation balanced to the bank, trust liability, and client ledger. Transfer: $18,450 from Acme trust to operating. Approve?
Approved. Post the transfer and attach the reconciliation report.

Transfer posted after approval. Reconciliation and approver recorded in the audit trail.

Firm-specific routing

ParaPlus selects the right specialist, capability, and firm playbook from the matter’s context.

Explicit approvals

The authorized lawyer sees the proposed action and its context before consequential work executes.

Complete provenance

Sources, status, approver, execution result, and audit record remain connected to the matter.

§ Trust accounting

Trust accounting that the bar will actually trust.

Real double-entry IOLTA bookkeeping — per-client ledgers, three-way reconciliation, no commingling. Not a spreadsheet. Not QuickBooks bolted on.

  • Per-client trust ledgers

    Every retainer, every disbursement, every earned-fee transfer posts against the client's ledger. Pull a statement on demand and share it through the secure client portal.

  • Three-way reconciliation

    Bank statement, trust ledger, sum of client balances — reconciled monthly. Variance flags surface immediately, not at audit time.

  • Commingling prevention, built in

    The system refuses to overdraw a client's trust balance. Earned-fee transfers require an invoice. Operating-account moves are guarded by separate permissions.

  • Just ask the AI

    "What's the trust balance on Henderson?" "Run a three-way for March." "Apply $4,200 from Acme's retainer against INV-1042." ParaPlus runs it, audit log records it.

IOLTA — Trust Ledger

Henderson Family Trust · M-2025-0089

Reconciled

Current balance

$8,420.00

Initial retainer

2026-02-04 · ACH from Henderson

+$15,000.00

Earned fees · INV-1042

2026-03-22 · transfer to operating

−$3,200.00

Filing fee disbursement

2026-04-02 · USDC NDCA

−$402.00

Earned fees · INV-1058

2026-04-30 · transfer to operating

−$2,978.00

Bank stmt

$8,420.00

Sum of ledgers

$8,420.00

Variance

$0.00 ✓

§ The QuickBooks tax

Clio is $99–149/user/mo. LawPay/MyCase add $30–50. QuickBooks is another $35–235. They still don't reconcile.

ParaPlus replaces all of it. One database. One ledger. One AI agent that understands every entry.

§ The diff

ParaPlus vs. the rest of your stack

One matter workspace connects practice management, documents, billing, accounting, research, and controlled AI work.

Interface
Them: Disconnected dashboards & forms
Us: Matter channels + virtual employees
Trust accounting
Them: Separate module + QuickBooks
Us: Built-in three-way reconciliation
Conflict check
Them: Name match on a list
Us: Four screens across the firm
Doc assembly
Them: HotDocs add-on
Us: Template → .docx in one prompt
Docketing
Them: Manual or add-on
Us: Docketing + ECF parsing built in
AI control
Them: Separate chatbot + copied context
Us: Matter-aware work + approvals
Pricing
Them: $99–149/user/mo
Us: By the hour

§ Pricing

Bill it like an associate. By the hour.

One price for the whole firm — every attorney, paralegal, and staff member gets full access. No per-seat fees. No annual contract. If the AI doesn't work, you don't pay.

Hourly, like you

$8 /hour of AI agent time

Billed monthly for actual usage. No minimums.

Every person at the firm uses it. No per-seat fees, ever.

Everything included:

  • Every attorney, paralegal & staff member at the firm — no seat limit
  • Full client & matter management
  • Time tracking, invoicing & trust accounting
  • Document assembly + .docx generation
  • Four-way conflict checking
  • Docketing engine + ECF parsing
  • Legal research via Tavily
  • Complete audit trail with old/new values
Start Free Trial — No Card to Start

7-day free trial · Cancel anytime · No contracts

For comparison: a three-attorney firm on Clio + LawPay + QuickBooks pays roughly $5,400–9,000/year just in software. Most ParaPlus firms spend a fraction of that — and trust accounting is included.

Firm-branded from the first sign-in

Give every matter a place
to think, work, and move.

Bring your lawyers, staff, firm playbooks, and virtual employees into one controlled workspace built around the matter.

Create your firm workspace

Provision your first lawyer in under 10 minutes. No card to start.

Used to seed the right docketing rules and ECF format. You can add more jurisdictions later.

7-day trial · No card to start · Workspace ready on day one