Where this comes from
Built for Owen, Patterson & Owen
These were built for the daily use and the systems of Owen, Patterson & Owen (OPO Law), the law firm where Beau Goodrick practices. Beau Goodrick built OPO Law’s Filevine from the ground up, before there were vendors like Neostella or Vineskills to build it for you.
Our work runs on case management systems such as Filevine, on Microsoft Office (Outlook, Word, Excel, and Teams) and Google Workspace (Gmail, Docs, Sheets, and Drive), or on spreadsheets alone.
Your case management system
Setup
- The case page
- One case, with its tags and key details in view.
- Case-specific hashtags
- Hashtags put key facts about a case where a team member can see them and reports can read them.
- Treatment and strategy tasks
- One running task for treatment, one for strategy.
- Stage task lists
- Each matter loads its next tasks when it changes stage.
- One-click documents
- Letters fill themselves from the matter in one click.
Your case management system
Automations and add-ons
- Call and fax logging
- Calls get filed to the right case, and staff pick the case when it isn’t clear.
- AI call notes
- The call and its AI notes land on the case.
- Logging, calendars, and self-updating records
- Messages, dates, and case facts land in the case without anyone retyping them.
- Weekly reports
- A Monday run of reports: case value matrix, client communications, treatment status, and strategy.
- Personal dashboard
- Each staff member’s week on one screen.
Firm management
Dashboards and spreadsheets
- Firm dashboard
- The firm’s numbers, refreshed every night.
- Action center and weekly AI insights
- The dashboard says what to do this week.
- Tabs and drill-ins
- Staffing, pipeline, marketing, and mass torts, with a click through to the cases behind any number.
- Case lists
- The case list that keeps itself current.
- Management workbooks
- Fee projections, case values, and the CFO view.
- Spreadsheet interplay
- One workbook feeds or reconciles against another.
- Historical analysis
- A one-time look back shows which case types take longest, and what they settle for.
AI for legal staff
AI that works the firm’s way
- Firm context file
- One file teaches the AI the firm’s formats, names, and standards.
- Firm skills
- Your firm’s own systems and processes, written down as AI skills, each doing one task the firm’s way.
- Medical chronology
- Medical records become a dated chronology.
- Medical file audit
- The file audit shows what’s missing before the demand.
- Trial notebook
- A trial binder that keeps itself organized: motions, witnesses, and the trial calendar.
- Brief editor
- Returns tracked changes, each tied to a writing rule.
- Deposition digest
- Sorts testimony into what helps and what hurts, with cites.
- Case data and know-how inside AI
- Staff can ask the AI about a live case, and it answers from the firm’s own knowledge.
- Case snapshot
- Ask for a case snapshot, get the key facts.
- Scheduled AI jobs
- Recurring AI maintenance and digest jobs.
- Training and adoption
- Staff leave training with a one-page guide and a staff FAQ.
Custom software
Client surveys
- Client forms portal
- One branded portal for every client form.
- Intake survey
- Clients answer intake questions on their phone, at their own pace.
- Discovery questionnaire
- Clients answer discovery in plain language.
- Survey progress dashboard
- Staff see who has finished and who is waiting.
Custom software
Firm operations
- Medical imaging viewer
- Open a CT or MRI series in the browser.
- Court-docket crawler
- Checks court dockets and reports new or changed activity. Works only for Los Angeles County courts.
Book a call
Everything we build comes with alerts when something fails, monitoring, and training for your staff.