PHONE RECEPTION
Nora
A welcoming first contact.
A clearer next step.
YOUR AI-POWERED PRACTICE OPERATING SYSTEM
Your practice.
One operating
system.
We’re building connected practice software for small firms—from client intake to court preparation and firm finances—with an attorney reviewing every legal step.
One connected vision: Nora for phone reception, Carina for paralegal preparation, PACER research and bankruptcy workflows, and firm finances with Plaid, BILL and Stripe. Explore the working sample and the connections still being built.
- Client acquisition. From the first call to a reviewed intake and consultation.
- Case preparation. Research, forms and documents connected to attorney review.
- Firm finances. A path toward connected banking, bills and payments with separate trust and operating records.
Preview available Fictional records. No signup needed. Live AI, court filing and financial services require further development or setup.
MEET CARINA BY PHONE
A conversation is a good place to start.
AI assistant • Product information and fictional examples • No legal advice.
Please do not share private case, financial, or medical details.
Call Carina — product demo
(888) 995-9366
CARINA OPTIMA · PRESENTATION PREVIEW
See your practice through Carina’s eyes.
Take the guided tour, explore product questions, compare Plus and Optima, and build your firm’s package.
Watch Carina’s presentationRecorded introduction + interactive product tour
01 Client intake→02 Matter & documents→03 Research & prepare→04 Attorney review→05 Billing & finance setup
MEET YOUR AI SUPPORT TEAM · WORKFLOW PREVIEW
Nora welcomes the caller.
Carina supports the case.
From a solo attorney to a 100-person firm. Designed to keep calls, casework and people organized as your firm grows.
PARALEGAL PREPARATION
Carina
Source-linked preparation.
Attorney review stays central.
Meet Carina
The right person, at the right point.
Preview a handoff to an attorney or staff member selected from the firm’s directory. The intended flow shares only authorized context and keeps a callback option when someone is unavailable.
Rollout in progress. These are fictional workflow previews. Distinct presenter voices are planned; activation is pending. Live Nora-to-Carina transfers, staff calls and callbacks require verified firm setup; they are not activated by this page. Legal work requires authorized attorney review. The public sales presentation and phone demonstration remain Carina Optima.
TEN REASONS TO BRING THE WORK TOGETHER
Fewer handoffs.
A clearer next move.
See the office work a connected practice can simplify. Each point shows what you can try today and what still needs development or setup.
- 01
Carina, built into the workflow
Guidance now · AI plannedFind the next screen and dictate reviewed notes in supported browsers. Nora’s firm reception and Carina’s preparation and research assistance are on the roadmap.
Meet Carina → - 02
Move from inquiry to matter without starting over
Try in sampleCarry reviewed intake details and engagement references forward instead of rebuilding the client’s story.
Follow an inquiry → - 03
Stop hunting for the next document
Try in sampleKeep document requests, received-item status and missing information beside the case they belong to.
See what is missing → - 04
Give clients a clearer next step
Try in samplePreview selected case updates and document requests from the client’s side, alongside the firm’s matter workflow.
Explore client views → - 05
Keep the research and its source together
Try in sampleBuild a source-search plan, open official resources and retain findings and follow-up questions with the matter.
Open the research desk → - 06
Prepare bankruptcy work in a clear order
Draft tools availableFollow Chapter 7, 11 and 13 paths, see preparation progress and generate selected official-form drafts for review. Court submission is planned and is not available.
Try an E/F draft → - 07
Turn recorded work into billing review
Try in sampleKeep time, expenses and draft bills tied to the matter. Review the amounts and retain the decision before the next step.
Follow the billing workflow → - 08
Bring bank feeds, bills and payments closer
Setup requiredExplore Plaid, BILL, eligible Stripe services and LawPay for bankruptcy practices through the Counted family. Each firm’s provider approval, connection and accounting setup must be verified.
Explore financial connections → - 09
Required two-step sign-in
Built and tested · hosted rollout pendingOwners, staff and client portal users sign in with a password plus an authenticator-app code. One-time recovery codes, immediate access revocation and per-firm data separation are built and tested. Hosted enforcement still needs deployment and independent verification.
Review access and storage readiness → - 10
Keep review attached to the work
Try in sampleSee recorded reviews and flag later changes, so an earlier approval does not hide a revised draft.
See preparation and review →
MAKE THE TIME SAVINGS CONCRETE
Small steps.
Hours that add up.
Estimate the time your firm could recover by reducing repeated entry, status checks and handoffs. Start with this example, then replace it with your own task counts and timing.
Illustrative estimate · not measured Counted resultshours per week
hours over four weeks
Use whole task counts from 0–200 and minutes saved from 0–120. Extra review/setup may be 0–10,080 whole minutes per week. Complete every field.
Your firm’s workflow assumptions
Reusing intake detailsInquiry → matter
Finding document statusRequest → next action
Assembling research handoffsFinding → source reference
Preparing work for billingRecorded time → draft review
Method: add each weekly task count × minutes saved, subtract extra review/setup minutes, then divide by 60. Four-week total = weekly hours × 4. Totals use unrounded values; displayed figures are rounded. Count each task once. Negative results mean more time is needed in your scenario. These are editable planning assumptions, not a product study, guarantee or promised billable revenue. Actual results can be lower, including zero. Inputs stay in this page and are not saved or sent.
Research context, separate from the estimate
Industry research helps explain the opportunity. It does not establish Counted Legal’s results. We will replace example assumptions with measured pilot results when those are available.
Billable work is only part of the day.
Clio’s 2025 benchmark reports 38% utilization against an eight-hour day. The remaining time is not all waste or time that software can recover. Read the 2025 report ↗
Intake follow-through matters.
In Clio’s 2024 study of 500 law firms, 48% were unreachable by phone, including callback opportunities. This is an industry finding, not a Counted conversion result. Read the intake study ↗
Disconnected tools add friction.
Clio’s May 2026 small-firm report describes the extra logins and context switching created by fragmented tools. It does not establish a universal number of hours saved. Read the small-firm report ↗
CONNECTIONS FOR YOUR FIRM
Familiar services.
Clear next steps.
Explore bank feeds, payables and invoice payment options. Select a service to see its purpose and current setup requirements.
The public sample uses fictional records. Each service needs separate setup and approval before live use.
CLIENT MONEY DESERVES ITS OWN CONTROLS
Trust & IOLTA.
See the three-way check.
Explore a read-only reconciliation with fictional records. Compare the bank, trust register and individual client ledgers—and see why matching totals are only the start.
01Adjusted bank balanceStatement, deposits in transit and outstanding withdrawals
=02Trust registerOpening balance and recorded trust movements
=03Client matter ledgersEach client’s separately tracked balance, added together
- Compare independently supplied bank, register and client records.
- Flag negative client balances even when the overall totals agree.
- Keep designated operating accounts outside trust totals.
- Surface unmatched movements and uncleared deposits for review.
Fictional review available
Live trust accounting and disbursements are not activated. Account controls, retained records and attorney/accountant acceptance are required before real client funds are handled. This sample is not a compliance certification.
Explore trust reconciliation →TAKE A LOOK INSIDE
The whole matter.
A clearer view.
Choose a workflow and try it in the sample. Follow fictional records through intake, document tracking, recorded work and a person’s review.
Matter overviewSee the sample firm’s matters, review tasks and recent activity.
Actual sample screen · Matter overviewOpen this workflow →
Actual fictional screens. The populated add-on includes Chapters 7, 11 and 13, with individual and business paths where applicable. Opening a workflow does not create an account, connect a provider, accept a payment or file with a court.
OPTIONAL BANKRUPTCY PREPARATION
Build the handoff.
Keep the review.
Explore 12 fictional bankruptcy cases at different stages. Follow the same client through documents, preparation, recorded work and the client portal sample.
- Five chapter and debtor paths across Chapters 7, 11 and 13
- Ordered official references, section progress and attorney review
- Populated documents, worksheets, time, expenses and research
- A linked client portal sample and local review-PDF export
Preparation preview available. Actual submission is unavailable. Complete documents, signatures, court-supported access and verified tests are still required.
FROM FIRST CONTACT TO REVIEW
Keep the next step
in sight.
A familiar place for the office work around a matter. Each step keeps the record and the person’s decision connected.
- 01
Understand the inquiry
Record the request, related parties and questions to resolve.
- 02
Record the review
Keep a person’s conflict review and engagement reference with intake.
- 03
Follow the matter
Organize documents, time, expenses and source observations.
- 04
Prepare the handoff
See missing items and review a draft bill before the next step.
OPTIONAL BANKRUPTCY ADD-ON · SAMPLE
More room for
specialist work.
Open a populated fictional law firm with 12 bankruptcy cases, 48 document requests and connected work records. See where each case stands and switch to its client-facing sample.
Open Bankruptcy SampleTHE SOURCE BELONGS WITH THE FINDING
Research, with
a place to return.
Choose from 30 source entries: ten general research tools and 20 bankruptcy references. Select sources for one search subject, then keep your findings in the Counted research desk.
Property & maps
Open the Atlanta city map on request, or continue to county records and other property sources.
Explore the research desk →Courts & reference material
Find the original source and record the document reference, date checked and unresolved questions.
Explore court references →Bankruptcy research
Browse cases, property, business records, official forms and preparation resources in one place.
Explore bankruptcy sources →Source websites keep their own coverage, accounts and fees. Searches and findings are not imported automatically; observations and reviews are recorded by a person.
MEET YOUR OFFICE ASSISTANT
A clear view of Carina’s desk.
Open Carina’s portrait to explore calls, messages, research and document preparation in one desk. Move priorities, adjust scheduled times and see what needs review.
Interactive fictional sample. Task changes stay in your browser tab. Real calls, messages and case work require the firm’s private connections.
CLEAR ABOUT WHAT IS READY
Explore today.
Activate carefully.
The public sample is available now. Private firm hosting and connected services require separate setup and review before real client use.
- Preview available
- Fictional matter workflows, manual research notes, review histories, draft preparation tools and sample exports.
- Coming next
- AI intake extraction and analysis, the private client portal pilot and connected court submission are still being built and tested. A fictional three-way trust reconciliation is available to explore; production trust accounting is not verified complete. No release date is promised.
- Separate provider setup
- Official sources retain their own accounts and fees. PACER is an external research source; authenticated in-app PACER access is not active. Legal payments, trust or advance-fee handling, live Carina voice and court filing are not activated by this preview.
THE SAME COUNTED FAMILY
Your matters.
Your company’s books.
Explore the familiar accounting workspace alongside Legal. Choose the tools your office needs, with availability and setup confirmed for each.
COUNTED LEGAL · FIRM-TO-FIRM · COMING SOON
Good work gets shared.
Planned subscription credits: $100 for your firm. $100 for the new firm.
Both rewards are subscription credits, earned when the new firm purchases an annual package, completes 30 continuous paid days and pays at least $300 in eligible annual subscription fees.
- Share your code. Each paying firm will have its own referral code and link.
- Welcome a new firm. They enter your code before their first paid purchase.
- Earn together. Qualifying credits apply to future subscription bills, with the balance carried forward.
How the rewards will work
New firms must be separate businesses, use a valid code before their first paid purchase, and purchase an annual subscription, maintaining paid service for 30 continuous days with at least $300 in net annual subscription payments. Monthly plans do not qualify. The annual buy-now option with a 13-month first term remains eligible. Self-referrals, duplicate firms and reversed, disputed or refunded qualifying payments do not earn rewards.
Credits are noncash, nontransferable and do not expire. They apply after plan discounts to future subscription charges, never below zero; unused credit carries forward. They do not pay taxes, usage minutes, court/provider fees or separate design work. A prepaid annual customer uses the credit on a later eligible subscription invoice; it is not an immediate refund.
There is no limit on the number of firms you may refer. Each qualifying new company earns its referrer one $100 credit and receives one $100 welcome credit, once only. Renewals, returning customers, extra accounts or changing referral codes do not create another reward for the same company. Refunds, disputes or fraud may reverse associated credits; a reversal does not trigger a charge. Referral tracking and billing verification must be activated before codes or rewards are issued.