Specialists

Specialists named for what they do.

FlowCounsel specialists are named for the work they prepare. Concrete inputs, visible state, and a review gate before any external effect.

Early access · pilot firms

The specialist contract

You can audit a function. You cannot audit a vibe.

A friendly assistant in a chat tab is a vibe. A function-named specialist with bounded inputs, visible state, and a review gate is a job a firm can inspect, govern, and sign off on.

A vibe to talk to

An AI persona with a disclaimer.

A general assistant in a chat tab. No named job, no inputs, no states. The disclaimer carries the risk.

A

Assistant

Generic legal AI · always on

Help me prepare for the client meeting.
Of course. I can help with that. What would you like to focus on?
No job namedNo stateNo review gate
You cannot audit a vibe.

A bounded job, grounded and reviewed

A function-named specialist.

Bounded inputs, assembled context, source provenance, visible state, and a review gate before any external effect.

Records Specialist

Pulls medical records · stages chronology

Pending review
InputsHIPAA auth · 4 provider list
ContextMatter file + firm patterns + approved past work
Sources24 records · paragraph-cited provenance
OutputChronology drafted with source map
StateDrafted → Pending → Awaiting attorney review
GateDemand cannot send until attorney approves
Approval gateAttorney sign-off required
You can audit a function.

Taxonomy

A small, named set. Reused across the firm.

A shared foundation reused across every practice area, a Growth set on the acquisition side, and practice overlays where the lane gets specific.

Shared foundation

Reusable across every practice area.

Intake
Communications
Records
Discovery
Deadlines
Resolution
Closure

Growth specialists

Acquisition and pipeline.

Digital Receptionist
Intake
Pipeline
Performance
Campaigns

Communications Specialist

Draft assistance is only useful when the message lands back in the record.

A point tool can help write an email. FlowCounsel treats communications as part of the matter: source, context, draft, review, approval, send state, and follow-up stay attached.

Communications Specialist

Inbox assistance, tied back to the matter file.

FlowCounsel should include the email assistance firms expect: summaries, reply drafts, tone controls, templates, and context-aware wording. The difference is that the message does not remain a loose draft in an inbox. It becomes a governed record with source, linkage, review state, and follow-up history.

Email insights and reply drafts
Client updates, provider correspondence, insurer follow-up, and opposing-counsel messages
No autonomous send by default
Attorney review before any external effect

Matter communication

Lindgren v. Doe · Client update request

Needs review

Inbound email

Client question, provider response, carrier update, opposing counsel message.

Matter context

Parties, posture, deadlines, documents, prior thread, approved firm patterns.

Draft assistance

Summary, suggested reply, tone adjustment, missing-fact request, template fit.

Draft staged

Subject: Update on records request

We received the provider response and are reviewing the records against the current chronology. I will update you after attorney review confirms whether anything else is needed.

Source linkedTask suggested

Ingested

Message captured as source material.

Linked

Matched to matter, party, task, or deadline.

Drafted

To, subject, and body staged for review.

Approved

Attorney edits or approves before send.

Review boundary

Drafted, pending, edited, approved, external effect.

Every specialist runs through the same five states. Approval is system state, not policy. Specialists cannot skip the gate and lineage stays attached to the case.

Review boundary · system state

No external effect without attorney approval.

Illustrative

Drafted

Specialist stages work product. No external effect.

Examples gated by review

Demand letter to carrier
HIPAA authorization to provider
Office action response to USPTO
Prior-art memo to client
Settlement release
Status update to opposing counsel

Lineage preserved

Every state change is captured. Who drafted, who edited, who approved, when each transition happened, and what the work looked like at every step.

02:14Records Specialist · drafted
02:38Attorney · edits to chronology
03:01Attorney · approved · cleared for demand

Built into the workflow, not a disclaimer.

Approval is system state. Specialists cannot skip it. Lineage stays attached.

Approved work compounds

Drafting patterns, examiner response patterns, prior-art reuse.

Every approved demand, OA response, claim chart, and prior-art memo your firm signs off on can inform later specialist runs through firm-scoped, reviewable patterns. Your firm only. Never blended across the platform.

Approved work informs the next draft

Your firm only. Never blended across the platform.

Illustrative

Approved work · last 90d

Approved demand drafts47
Approved OA responses32
Approved claim charts18
Approved prior-art memos14
Approved discovery packets22

Available to the next specialist run

Engagement letter patterns

Tone, structure, and signoff your firm has approved across new matters.

Examiner response patterns

What worked with this examiner across your prior cases.

Prior-art reuse

Validated invalidity grounds available to the next case.

Demand framing patterns

Damages framing your firm has settled on across PI cases.

Firm-scoped

Reuse stays inside your firm. No cross-firm blending.

Approval-gated

Only attorney-approved work and reviewed patterns inform future drafts.

Lineage attached

Each pattern traces back to the case that produced it.

Where specialists run

See specialists in their lane.

Growth and Matters share the foundation. Plaintiff PI and IP add lane-specific specialists with deeper proof on the practice pages.

GROWTH

Discoverability, intake, pipeline.

Digital Receptionist, Intake, Pipeline, and Performance run on the demand side of the firm system.

Open

MATTERS

Casework execution.

Records, Communications, Discovery, Resolution, and Closure run on the case side. The same review boundary applies.

Open

PLAINTIFF PERSONAL INJURY

PI specialists, end to end.

Records, demand, lien work, settlement, and closeout. Concrete proof on the practice page.

Open

INTELLECTUAL PROPERTY

Prosecution, OA response, claim charting, docket.

Application drafting, office action response, claim charts, and docket work for plaintiff IP firms.

Open

Specialists prepare. Attorneys approve.

Function-named jobs with concrete inputs, visible state, and a review gate before any external effect.

See Matters