Legacy Operating Desk
Households, assets, fiduciaries, documents, reviews, and vault permissions.
Search matters, clients, documents...
EH
Active households
24
3 this month
Assets under advisement
$482.7M
6.4% this month
Documents in progress
37
8 this month
Annual reviews due
11
next 30 days
Firm OS module
Legal AI Desk
Private answers over your own matters with sources shown. Citations are checked, and nothing leaves the firm without attorney approval.
Platform or add-on · isolated per firm
Not legal advice. Drafts are labeled AI-generated, logged, and require attorney approval. Your documents never train anyone else's model.
Pick a suggested question to see a cited answer.
Usage this month
38% of fair-use cap · 1,214 questions · logged
Also in the desk
- Chronologies with page references
- Clause library and playbook redlines
- Citation verifier on every draft
- Private model option on a dedicated server