Your firm’s knowledge.
Your attorney’s judgment.
Draft client responses from matter files and firm knowledge. Professional review required before delivery.
Built first for CPA & tax firms — now opening a founding cohort for estate planning, family law, small litigation, and immigration practices. You shape what ships.
Sample · 024
“Do you have my signed copy?
What happens next?”
Fictional source · not a legal-completeness determination
Fictional internal note · not visible in the client preview
Hi Jordan,
We have received your signature page. The file checklist does not include the witness page.
Your attorney will confirm the next step after reviewing the file.
“Let’s give Jordan a specific next step, without suggesting we’ve confirmed the file is complete.”
Apply the sample edit to unlock a simulated client preview. No actual professional review occurs here.
An update on your file
Hi Jordan,
We have received your signature page. The file checklist does not include the witness page.
Morgan Patel
Fictional attorney · sample reply
Nothing was delivered. No professional approval was recorded. This preview uses only the prepared fictional reply.
Drafted by AI. Signed by you. Delivered as your firm.
Watch one matter move.
Scripted scenario · fictional firm & client · New York law shown — deposit deadlines vary by state.
Two motions, one platform.
The same platform works two ways: it answers when a client reaches in, and it watches your matters overnight so nothing slips. Both are live today. Watch each one run, start to finish.
A client asks at 9 p.m. They don’t wait until Monday.
WithDave reads the question, pulls the exact passages from your files and the law, and drafts a grounded, cited answer — then holds it in your review queue until an attorney approves. Here’s the whole loop, start to send:
Learning your firm
- Active matters & pleadings
- Engagement letters & retainers
- Firm memos & precedent
- Your house style
Your matters, precedent, and playbook — learned once.
From your files — not the open web
Answers are grounded in your matters, memos, and precedent, plus the law that governs them.
Cited, with the AI's own confidence rating
Every answer shows the exact sources it drew on and how confident the AI is in it, so you can check it fast.
Nothing sends without sign-off
Drafts wait in the review queue. An attorney approves — or edits — before a word reaches the client.
The things that cause malpractice claims hide between matters.
A filing due Friday, documents the client still owes, a client who hasn’t heard from you in weeks. Overnight, WithDave checks every active matter and writes one message for each matter that’s due, from the matter file, with the reasons listed. By 6 a.m. they’re waiting on your Morning desk, most time-sensitive first. Every date and dollar figure is checked against the file, and nothing reaches a client without your sign-off.
Overnight matter work
Reading the firm’s matters while the office is dark.
While the firm sleeps, it reads every active matter.
Checks every matter overnight
While the office is dark, it reads each active matter's dates, document requests and client updates.
Most time-sensitive first
A date inside two weeks comes first, then documents past due, then clients waiting on an update, each with the reason it's due today.
A draft waiting, not a to-do
One client message per matter, already written from the file. Approve it, edit it or reject it. Nothing sends without your sign-off.
And your whole firm gets WithDave, too.
The client-facing layer is only half of it. Every attorney and staffer also gets the full WithDave app — a personal legal research assistant, document drafting, and five AI advisors — gated inside your firm’s own private environment. Your data, your people, no one else’s.
- A personal legal research assistantAsk a research question, get back a cited memo — an associate that never sleeps.
- Five AI advisors on tapTax, business, finance, and more — for the questions outside your practice area.
- Document StudioDraft letters, memos, and agreements from your own templates.
- Multi-advisor AnalyzePut a hard call in front of all five advisors at once and weigh the answers.
- Each user's own dashboardSaved work, history, and briefings — private to every person on your team.
Deep research
Statutory framework & key cases for non-compete enforceability in California
California voids most post-employment non-competes (Bus. & Prof. Code §16600), with narrow exceptions for sale-of-business and dissolution. Recent amendments (AB 1076, SB 699) extend the bar and add notice duties…
Full memo ready · saved to your workspace
The review queue is the whole point.
Other tools let AI talk to your clients directly. In a law firm, that’s a malpractice problem, a privilege problem, and a bar-rule problem. WithDave is built the other way around: AI drafts, an attorney decides. Every answer, every flagged action, every document waits for a human with a license before it leaves your firm — and every step is logged.
What it drafts for a law firm.
Engagement letters & retainers
Engagement letters and retainer agreements covering scope, fees, and terms, drafted in your firm's voice.
Research memos
IRAC-structured research memos. Where specific authority is needed, the draft flags it for your reviewer.
Client status updates
Plain-English matter updates clients actually understand — you approve the send.
Matter Q&A
Answer a client's question from their own file, with the passages cited.
Built for confidentiality.
Your files stay yours
Your matters never train public models, and we never sell your data.
Encrypted, in US data centers
Encrypted in transit and at rest, with access scoped to your firm's own people.
Privilege-aware by design
Client work is isolated per firm, and nothing leaves without attorney sign-off.
Everything is logged
Every draft, approval, and send is recorded for your own audit trail.
Join the founding law firms.
We’re selecting a small group of firms to build the law practice with us. Founding firms get founding pricing, a direct line to the build team, and the biggest say in what ships next.
What a pilot involves
- One recurring client question your firm answers today — the use case we start with.
- The firm material behind it: the checklist, template or memo the answer should draw from.
- A named reviewer whose sign-off every client-facing draft waits for.
- What “useful” looks like, agreed up front — so we can show you evidence, not a demo.
Scope, timing and terms are set together on the intro call.