practice management · rebuilt around your voice
Dictate the update.
We handle the rest.
CounselRelay turns a spoken case memo into filed notes, calendared deadlines, and client updates delivered by recorded call or email — every one approved by you first.
no credit card · your data stays yours · cancel anytime
after the meeting
One dictation on the walk back — and the file, the calendar, and the client are all caught up.
watch it run
From your voice to a finished file — in under a minute.
This is the actual pipeline, looped — not a mockup of features we don't have. A dictation becomes a matched case, a filed note, a calendared deadline, and a drafted client update waiting at your approval gate.
every stage, explained in plain english →◉ dictation.wav → transcript
“…opposing counsel offered the full deposit plus fees — I intend to accept. Deadline to file by August 14th. Email Jane with the news…”
＋ case note
Settlement offer: full $2,400 deposit + $200 fees. Attorney to accept.
⏱ deadline
File settlement paperwork — Aug 14, 5:00 PM
✉ drafted client update
“Hi Jane — we received a settlement offer for the full deposit amount. I recommend we accept…”
<60s
dictation to filed case work in our live tests
100%
of client updates pass an attorney approval gate
51
jurisdictions tracked in our AI-guidance monitor
0
client records used to train any AI model
the full inventory
Fifteen features. Zero add-on fees.
Everything below ships today, in the one $99 plan. The roadmap strip underneath is what's coming — labeled honestly, because you'd check anyway.
Capture the work where it happens
In-app dictation
One tap to record a case memo — from your desk, your car, or the courthouse steps.
Any recording, uploaded
Client meetings, voicemail debriefs, hearing notes — drop in any audio file and it enters the same pipeline.
Verbatim transcripts, kept
Every extraction sits next to its word-for-word transcript, so the source is always one glance away.
Filed to the right matter, automatically
AI case matching
Content is matched to your open matters by client, caption, and case number — with a confidence score, never a silent guess.
Notes & timeline
Clean third-person case notes land on the matter with a full event timeline of everything that touched the file.
Deadline & SoL calendaring
Every spoken date becomes a calendar entry — hearings, filing deadlines, statutes of limitations — surfaced before they bite.
Documents, secured
Case documents live in encrypted private storage, downloadable only through signed links that expire in minutes.
Clients updated, on your authority
Recorded status calls
Approved updates go out as a natural-voice recorded call from your firm's number, with voicemail handling.
Firm email updates
Clean, professional emails delivered from your firm — no marketing footer garbage, ever.
The approval queue
Every AI-drafted update waits for you: review, edit, approve, or discard. Auto-send is opt-in, per update type.
Consent management
Per-client channel consent, checked when an update is queued and re-checked at the moment of sending.
Defensible by design
Append-only audit log
Every access, filing, approval, and delivery — recorded in a log that database permissions physically prevent editing.
Database-level firm isolation
Row-level security enforced by the database engine on every query, attack-tested against hostile accounts.
Delivery receipts on the file
Calls and emails log their delivery status straight to the case timeline — proof of communication, already documented.
No-training AI terms
Our AI providers process your content under commercial no-training terms. Your cases never teach anyone's model.
On the bench: the all-in-one buildout
updated july 2026Goal: retire your second and third subscriptions. Trial customers get every new module at the same $99 — the price locks when you join.
the working loop
A paralegal's diligence. A partner's judgment — yours.
- 01
speak
Dictate in the app or upload any recording — client meetings, car-ride memos, voicemail debriefs.
- 02
review
The AI files notes and deadlines to the right matter and drafts any client updates you asked for. Everything waits for your review.
- 03
approve
One click sends the update as a recorded call or firm email — and logs the delivery to the case.
security posture
Built like privileged material depends on it. Because it does.
- → Encrypted in transit and at rest; documents and audio behind short-lived signed links.
- → Firm isolation enforced by the database engine, attack-tested against hostile accounts.
- → AI providers bound by no-training commercial terms.
- → Append-only audit log of every access and every communication.
the field
How we stack up
Based on publicly listed plans and feature pages as of July 2026. Trademarks belong to their owners; verify current offerings with each vendor.
| capability | CounselRelay | mycase | clio |
|---|---|---|---|
| Dictation to case file, deadlines & drafted updates | Included | — | — |
| Recorded status calls to clients | Included | — | — |
| Attorney approval queue for every AI draft | Included | — | — |
| Case & document management | Included | Included | Included |
| Deadline calendaring | Included | Included | Included |
| AI features | In one price | Higher tiers only | Paid add-on |
| Your firm's data in its own isolated database | Included | — | — |
before you ask
The questions attorneys actually ask us
Is it ethical for my firm to use CounselRelay?＋
No US jurisdiction prohibits attorneys from using AI; every bar that has spoken requires competence, confidentiality, verification, and supervision. CounselRelay is engineered around those exact duties — AI output is always a reviewable proposal, client data is processed under no-training terms, and an audit log documents your supervision. See our 50-state guide for your jurisdiction's position.
Does the AI ever contact my clients on its own?＋
No. Every drafted update sits in an approval queue until you approve, edit, or discard it. Auto-send exists only as an explicit per-update-type setting you enable, and consent is re-checked at the moment of sending either way.
Where does my data live and who can see it?＋
Your firm's records live in an isolated database enforced by row-level security, with documents and audio in encrypted private storage. We attack-test the isolation: a hostile account in another firm sees zero rows and cannot forge writes into yours.
Is my dictation used to train AI models?＋
No. Transcription and drafting run through commercial AI services under contractual no-training terms. Your content is processed to serve your request and nothing else.
What does it cost?＋
One plan: $99 per attorney per month, everything included, after a 14-day free trial. No AI add-on fees, no per-feature tiers. Outbound call carrier fees are passed through at cost — typically a few cents per call.
How long does setup take?＋
Minutes. Create your firm, add clients and matters (or import them), and dictate your first memo. There is no on-premise install and nothing for IT to maintain.
Your clients deserve updates.
You deserve your evenings.
One plan, everything included — $99 per attorney per month after a free 14-day trial.
Start free trialor write to hello@counselrelay.com — a human answers