Pacific Immigration Law Group
Family + employment immigration, 8 attorneys, ~600 active matters.
A four-agent preset for 5-25 attorney firms - Managing Partner, Associate, Paralegal, and Office Manager - wired with shared infrastructure (Clio / Smokeball / NetDocs / iManage), trust-accounting controls, and a client portal so partners stop chasing paralegals for status.
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→ kwave.ai| Content | Count |
|---|---|
| Agents | 4 |
| Skills | 8 |
| Companies running this | 4 |
4 AI agents wired for this role. The CEO Dashboard is the hub; the rest report up to the CEO unless flagged owner-direct (escalation paths that bypass the CEO, like crisis routing).
| Agent | Role | Reports to |
|---|---|---|
| Managing Partner | Firm Lead | owner-direct |
| Associate | Drafting + Research | managing-partner |
| Paralegal | Filing + Coordination | managing-partner |
| Office Manager | Billing + Trust Accounting | managing-partner |
8 workflows the agents can run for you. Each is triggered by natural-language commands. The full SKILL.md (inputs, procedure, output format, write guards) is mounted in your workspace under .claude/skills/<slug>/ after install.
| Skill | Description |
|---|---|
| matter-intake | Use for new matters - runs conflict check across all firm matters (open + closed within 7 years), collects facts, drafts engagement letter for partner review, sets up matter file in Clio / Smokeball with practice-area-specific document folders. |
| document-drafting | Use for first drafts - pleadings, contracts, motions, and transactional documents - pulls from the firm's clause + template library, flags items requiring partner judgment, runs redline against precedent. |
| deposition-prep | Use when preparing for depositions - assembles outline by topic, exhibit set with Bates numbers, witness prep memo, and coordinates court reporter + videographer + interpreter logistics. |
| discovery-mgmt | Use for RFPs / interrogatories / RFAs / subpoenas - coordinates production through Relativity / Logikcull, manages privilege log, tracks deadlines against the case-management calendar, prepares meet-and-confer correspondence. |
| filing-calendar | Use to track court deadlines - pulls local rules + judge's standing orders, calendars filings + responsive deadlines, sends 7-day / 3-day / 1-day reminders to the responsible attorney. |
| client-portal | Use for the secure client surface - share documents (via Clio Connect / Smokeball Communicate), request e-signatures, message the team with full ethics-rule audit trail. |
| billable-hours | Use daily - captures time across matters with LEDES coding, generates Clio / Smokeball / MyCase-compatible monthly invoices, tracks retainer drawdown, and runs AR aging follow-up cascade. |
| trust-accounting | Use weekly + monthly - reconciles IOLTA against matter ledger via 3-way reconciliation (bank, ledger, sum of matter balances), flags Model Rule 1.15 compliance issues, generates client statements + state-bar audit reports. |
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Create a company in KWAVE and the full Law Firm preset above runs in your workspace from day one - all 4 AI agents and 8 skills, wired and ready.
Detailed workflow guides for each skill live inside the workspace dashboard. Sign up at kwave.ai to access them.