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ONE CONNECTED WORKSPACE
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LET’S TALK ABOUT YOUR PRACTICE
See this in the sample ↗Where does your team spend the most time today?
CARINA OPTIMA · PRESENTATION PREVIEW
Your AI-powered practice operating system.
From the first client call to case preparation and firm finances. Explore our connected vision with Carina Optima, then compare Plus and build your package.
CarinaAI paralegal product presenter
Recorded introduction · live Q&A not connectedChoose a chapter below
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Read the introduction transcript
Hello, I’m Carina, Counted Legal’s AI product presenter. Let me show you a clearer way to organize a law firm.
Start with one shared view of clients, matters, appointments, and next steps. Your team can follow a case from the first inquiry through preparation and attorney review, without losing the thread.
Explore a firm calendar with colors for each team member. Open a client’s matters, documents, portal, and appointments from one place. Then visit the research workspace, where notes stay beside the official sources.
For bankruptcy work, follow the preparation path through claims, schedules, and a review checklist. The sample shows the workflow; court filing and live provider connections still require setup and verification.
Carina’s desk brings together calls, research, and preparation tasks. Compare the Plus option with the premium Optima plan, then build a package around your team. Your current trial offer, included users, and usage rates are explained below.
Everything in this tour uses fictional sample records. Choose a chapter, explore a product question, or open the sample workspace to see the details. Where would you like to begin?
Updated referral end card (on-screen terms): Each qualifying firm receives $100 in future subscription credits. Qualification requires an annual purchase, 30 continuous paid days and at least $300 in net eligible annual subscription payments. Unlimited distinct referrals; each company qualifies once. Tracking and billing credits are not live.
Optional browser narration. No microphone or recording.
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.
PHONE RECEPTION
Nora
A welcoming first contact.
A clearer next step.
Meet Nora
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.
YOUR GUIDED TOUR
Pick the part of the practice that matters to you.
CARINA’S TALK TRACK
A guided introduction
What this chapter demonstrates
PRODUCT QUESTIONS
Get to know Counted Legal.
Search Carina’s prepared answers about the product.
Prepared product answers, not live AI chat or legal advice.
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.