Skip to content
Ultramar Labs
Sign in
Ultramar Labs
IndustriesResearched concept

Custom software & workflow automation for law firms

Prospective-client intake → conflict-review checkpoint → attorney-ready summary. Judgment stays human.

Book a Working Session — $250See the demonstration
The operating cycle
  1. Inquiry
  2. Qualification
  3. Conflict review
  4. Consultation
  5. Document collection
  6. Matter opening
  7. Status & billing
What we hear most often

Intake re-keyed by hand

Form answers get retyped into the practice-management system.

Conflict checks from memory

Human review isn't consistently captured or auditable.

Document collection drag

Chasing documents by email delays matters.

Status opacity

Prospects and clients ask for updates staff must gather by hand.

Where the gaps usually appear

The checkpoint most likely to fail is conflict review — a human gate that can't be skipped or automated away before a matter opens.

RecordIntake & documentsConditional information and files arrive scattered across email and calls.
ApprovalConflict-review checkpointA human gate that must happen before anyone opens a matter.
SystemPractice management ↔ intakeIntake lives apart from the system that runs the matter.
PeopleProspective client · intake staff · attorneyThree roles — and legal judgment must stay with a person.

What Ultramar might do — no prebuilt vertical product

KeepYour practice-management system and legal judgment.
ConnectIntake, documents, and matter status.
ExtendA secure client portal for collection and updates.
BuildGoverned intake and a structured summary, human-reviewed.
Capability demonstration · Fictional data

Client intake to human-reviewed brief

Collect conditional matter info and documents, record a human conflict-review checkpoint, and structure a draft brief the attorney reviews.

Try it yourself
Capability demonstration · Fictional data
Complete

Interactive example with fictional data. No live vendor accounts are connected here. For your business, we confirm software access and supported actions before building the workflow.

Rivet & Cole's tools — now connectedWebsite formOutlookClioConflicts spreadsheetCalendlynothing replaced · nothing retyped

Rivet & Cole LLP · new client

You're booked.

  1. ReceivedContract dispute · contract.pdf
  2. Checking for conflictsA standard step before we can talk
  3. With an attorneyDana Cole is reviewing
  4. Consultation bookedThursday 10:00 AM · video or office

Thursday 10:00 AM · Dana Cole

Bring: email dates with the vendor · any notice sent.

Without this, so far · illustrative

1 retype3 calls~75 min

OutlookClioConflicts spreadsheetAn afternoon nobody has

Today: nobody knows. Inquiries live in Outlook, matters in Clio, and the conflicts spreadsheet — counting them means an afternoon someone never has.

  1. Inquiry sent
  2. Conflict check
  3. Human review
  4. Attorney decides
  5. Consult booked
  6. What the firm keeps saying yes to

Fourteen inquiries this month: contract disputes converted 8 of 9 and took two days to a consult; the rest took nine days and mostly went nowhere. Every one of those numbers came from the same intake records — nobody assembled a report.

Now you drive: press each button yourself, playing both the prospective client and Rivet & Cole.

Try it yourself →
What could change
  • Carefully governed intake with conditional questions
  • A recorded, auditable conflict-review checkpoint
  • Secure document collection and a client portal
  • Templates, status, and reporting connected to your system

Not sure where to start? That's what the Working Session is for.

Bring the workflow that frustrates you most. Within 24 hours you get a written Brief with two or three concrete directions and our recommended first move.

Book a Working Session — $250All industries