Desired Client
Choose the work you want more of and create a practical client and matter brief.
Open toolExamine 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.
Open Intake Handoff ReviewWhy Your Firm
Choose and test defensible differentiators, then create a working Firm Positioning Brief.
Open toolFirm Voice Builder
Complete a guided interview that sends your answers to the CaseLoad Select app to generate a bounded working voice profile.
Open toolSEO and AI Visibility Check
Inspect observable signals on up to 10 public pages, with the report’s limits visible.
Open toolPaid Search Decision Brief
Organize assumptions and evidence into a written Decision Brief. The worksheet gives no score or readiness verdict.
Open toolWebsite Design & Conversion Check
Run a real browser scan at mobile and desktop widths, with the report’s limits visible.
Open toolStatus is part of the product.
| Status | Meaning | Current routes |
|---|---|---|
| Browser-local | Inputs and results remain in the browser tab. No submission occurs. | Intake Handoff Review, 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, Desired Client (optional). |
| 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. |
QUESTIONS ABOUT THE WORKING TOOLS
Clear answers before the conversation.
Which tool should I start with?
Choose the tool that matches the decision in front of you. Use Intake Handoff Review to examine what a lawyer can see in an inquiry handoff, Desired Client and Matter to shape a working direction, or Paid Search Decision Brief to organize a readiness discussion.
Each tool explains its inputs, output, data handling and limits. Start with one decision, then bring the result into the firm’s broader context.
Do all tools handle information the same way?
No. The hub labels some tools browser-local, some AI-assisted and some public beta, and each tool provides its own disclosure. For example, the Intake Handoff Review asks structured visibility questions in the browser, while AI-assisted tools identify wording sent to Google Gemini.
Read the disclosure for the specific tool before using it, and do not enter confidential information unless its use and handling have been approved.
Can a tool replace firm review?
No. Each tool helps make one operating decision visible. The firm should review the result in context, confirm that its facts and assumptions fit, and decide what action is appropriate.
A tool result does not provide legal advice or replace a lawyer’s professional judgment.
How do we use tool results?
Treat it as a working note for the decision described by that tool. Check the assumptions and limitations, compare the result with the firm’s context, and decide what needs human review.
These tools do not give legal advice or assess clients. Rankings and business results require measured evidence.
What does Public beta mean?
Public beta means the tool is functional and available to use, while evidence for broader production readiness is still developing.
Review the tool’s stated scope and limits, and use its result for the task it describes.
Bring the result into context.
A tool helps identify one decision. A conversation connects it to the Screen, CRM and complete managed system.
Book a conversation