For growing firms

Bigger firm.
Same clear view.

Donna gives you one view of every matter, every status, across the firm. You see whats stuck before it slips, without reading every inbox.

Donna · Caldwell Partners
Caldwell Partners · All matters
You
What’s on us this week?
Donna
Two need your eye. Morgan settles Friday. The rest are moving.

Patel v Riverbend Holdings

Litigation · Sarah filed reply yesterday

Active

Sondheim restructure

Commercial · Awaiting board minutes

Active

Morgan property, Bondi

Conveyancing · Settlement booked 18 Oct, 2pm

Settling Fri

Hayes employment claim

Unfair dismissal · Lucy drafting submissions

Drafting

Walsh estate

Wills & estates · Daniel called Mrs Walsh today

Awaiting client

Khan family settlement

Family · Priya in mediation Tuesday

Active

Bridgeport lease renewal

Leasing · Client to revert this week

Awaiting client

Doyle commercial agreement

Commercial · Executed and filed

Filed

Across the firm

Know what’s happening on every matter.

Ask Donna where the firm is. Get the answer in a sentence. The detail follows if you want it.

Donna · Caldwell Partners
Caldwell Partners · All matters
You
What’s on us this week?
Donna
Two need your eye. Morgan settles Friday. The rest are moving.

Patel v Riverbend Holdings

Litigation · Sarah filed reply yesterday

Active

Sondheim restructure

Commercial · Awaiting board minutes

Active

Morgan property, Bondi

Conveyancing · Settlement booked 18 Oct, 2pm

Settling Fri

Hayes employment claim

Unfair dismissal · Lucy drafting submissions

Drafting

Walsh estate

Wills & estates · Daniel called Mrs Walsh today

Awaiting client

Khan family settlement

Family · Priya in mediation Tuesday

Active

Bridgeport lease renewal

Leasing · Client to revert this week

Awaiting client

Doyle commercial agreement

Commercial · Executed and filed

Filed

Donna runs your matter

Donna does the work. You make the call.

On every matter, Donna does the reading, the research, the first drafts, and brings it back for your review. Every claim cited. It asks before it acts.

See every agent
Peterson v Oakwood

Build it once

Every lawyer works the firm's way.

Settlement, will execution, lease review, employment claim. Describe how the firm does each one. Then every lawyer runs it that way.

See every workflow

Workflows

Structured workflows for repeatable work

OutputSearch+ New Workflow

Engagement Letter

Draft an engagement letter from matter notes, in your firm’s voice, with cost disclosure included.

Draft·4 steps

Letter of Demand

Read the invoice and prior correspondence, draft a demand letter ready to send.

Draft·3 steps

Client Update

Summarise what’s happened, what’s next, what the client needs to do.

Building

New hires productive in a week

The new hire catches up. No one loses a week to it.

Donna catches the new hire up: the matters, the workflows, how the firm works. They're productive in a week, without anyone losing one.

Donna · Caldwell Partners
Caldwell Partners · My matters
You
I just joined. Where do I start?
Donna
Three on you this week. Hayes is the urgent one: counter due Wednesday. Patel’s tracking court dates. Sondheim has four precedents queued.

Hayes employment claim

Unfair dismissal · Drafting

Sarah's first draft is attached. Counter to firm position due Wednesday.

Patel v Riverbend Holdings

Litigation · Active

James filed reply yesterday. You’re tracking court dates.

Sondheim restructure

Commercial · Active

Four firm precedents queued. Start with Park & Ko (2024).

Bigger firm.
Same clear view.

A short demo.