Examine one operating decision now.

Each tool states what it needs, what it produces, where data goes, its limits and its current status.

Start with the handoff.

The Intake Handoff Review is fully browser-local and asks only structured visibility questions. It does not request client or matter information.

Browser-local

Create a working marketing direction without entering actual client data.

AI-assisted

Choose and test defensible differentiators, then create a working Firm Positioning Brief.

AI-assisted

Complete a guided interview that sends your answers to the CaseLoad Select app to generate a bounded working voice profile.

Public beta

Inspect observable signals on one public page, with the report’s limits visible.

Browser-local

Create a Ready, Almost Ready or Not Yet planning note without a financial prediction.

Public beta

Run a real browser scan at mobile and desktop widths, with the report’s limits visible.

Status	Meaning	Current routes
Browser-local	Inputs and results remain in the browser tab. No submission occurs.	Intake Handoff Review, Desired Client and Matter, Paid Search Decision.
AI-assisted	Each tool identifies the wording sent to Google Gemini. Review its disclosure before using an assist, and do not enter confidential information.	Firm Voice Builder, Why Your Firm.
Public beta	The tool is functional and public, with its scope and limits visible while wider production evidence continues to develop.	SEO and AI Visibility Check, Website Design & Conversion Check.
Production-ready	Requires current full-flow, privacy, accessibility, error-state and publication evidence.	No route is labelled production-ready without that evidence.

A tool helps identify one decision. A conversation connects it to the Screen, CRM and complete managed system.