JULY AIP / Legal Edition
Every call answered. Every matter moving.
People call a law office when something is already urgent. JULY AIP answers on the first ring, opens the matter, gets the retainer signed and keeps the file moving, with a lawyer or notary deciding every step that matters.
Who It Is For
Legal, practice by practice.
Law firms
Small and mid-sized practices where the same three people answer the phone, run intake, chase signatures and keep the books. JULY AIP takes the phone, the first intake call and the signatures off their hands, and keeps the books current every day.
Notaries public
A notary office lives on walk-ins, same-day appointments and documents that must be signed exactly right. The receptionist books the appointment and tells the client what to bring; the signing product prepares the document; the books record the fee.
Immigration consultants
Long files, many documents, hard deadlines and clients in several languages and time zones. The receptionist answers in the client’s language, documents are signed on a phone from anywhere in the world, and every reply goes out from the firm’s own domain.
Paralegals
Volume work with no room for a missed date. Calls answered and booked while you are at the registry, affidavits and consents prepared and signed on a phone, and client reminders sent by email and text in one step.
Why Legal Offices Adopt
The work is fine. The front office is drowning.
Most practices do not lose clients on the merits. They lose them at the phone, in the intake, and in the week it takes to get a retainer signed.
The call you did not take
A prospective client phones three offices and retains the first one that picks up. Your assistant is in a consultation or at the registry, so the call goes to voicemail and the matter goes down the street. JULY Call answers every time, in the caller’s language, and books the consultation before they hang up.
Intake by email chain
Conflict check, engagement letter, retainer, identification: the same six steps, restarted from a blank page for every new client and stretched across a week of replies. With JULY AIP the matter is opened on the first call, the documents are prepared from it, and the signatures come back in hours.
The books at the end of the month
Retainers, disbursements and invoices rebuilt from memory when the month closes, and trust and fee receipts sorted after the fact. JULY Books records each one against the matter as it happens, so the bookkeeper reconciles instead of reconstructs.
The JULY Lineup, In Your Words
The JULY lineup in the Legal Edition.
Six lines of the JULY lineup fit this industry. Every one reads from and writes to the same record. Enter something once and the whole lineup knows it.
The phone, answered the way your best assistant would
JULY Call answers every call to the practice: it tells a new client from an existing matter, takes the names of the parties so the conflict check can start, books the consultation on the right lawyer’s or notary’s calendar and texts the confirmation. An existing client asking about their file is routed to the person handling it, with the context already explained.
It does not give legal advice and it does not quote what it has not been told. A call that is urgent, a court date tomorrow or a client in distress, is handed to a person immediately. Every call ends with a written summary in the matter record and in your inbox.
JULY SignE-signing
Retainers, affidavits and consents, signed the same day
JULY Sign prepares engagement letters, retainer agreements, affidavits, consent forms and authorizations from the matter record, so the parties, the dates and the scope are right before anyone reads them. The client signs on a phone; a second signer, a witness or a counterparty follows in the order you set.
The responsible lawyer or notary reviews every document before it leaves the office. Signed documents file themselves back into the matter with a record of who signed, when and from where, which is the record you want when someone asks later.
JULY BooksBookkeeping
Fees, disbursements and retainers, current every day
JULY Books records the retainer when it arrives, logs disbursements against the matter as they are incurred, and raises the invoice from the time and disbursements on the file instead of from memory at month end. Fee receipts and trust receipts are marked apart from the first entry, so your bookkeeper reconciles instead of reconstructs.
Your accountant sees the same ledger you do, with every entry showing its source. The product categorizes, matches and drafts; a person approves what is billed, paid or moved, and your existing trust accounting obligations stay exactly where they are.
Every letter from the firm’s own domain
JULY Email puts the practice’s own domain on every message, with the Gmail your lawyers and staff already read behind it. A client writes to you at your firm’s name, it lands where you already work, and the reply goes back from the firm, not from a personal address, with the thread intact.
Long chains from opposing counsel arrive with a summary drafted into the thread, and a reply can be drafted before the lawyer opens the message. The lawyer reads, edits and sends; nothing leaves the firm unread.
The bulletin, delivered to the clients who asked for it
JULY Send delivers what the practice means to send and rarely does: the rule change that affects a client’s file, the reminder that a will is five years old, the office closure, the seminar invitation. Email, text or WhatsApp, to the clients who agreed to hear from you, from one contact base with consent kept per channel.
The AI drafts the message and its follow-up, and a lawyer edits it before it goes. Bounce, complaint and unsubscribe budgets are shown live, so the firm’s domain keeps its good standing with the inbox providers and the update lands in the inbox, not the spam folder.
In Your Vocabulary
Same record. Your words.
The platform underneath every edition is identical. What changes is what each thing is called, and that is one setting, not a separate product.
- Primary contact
- Client
- Second party
- Counterparty
- Record
- Matter
- Milestone
- Filing deadline
- Event
- Consultation
- Document
- Retainer / Affidavit
Proven in Production
We run our own companies on it, including our real estate brokerage.
JULY AIP is built inside the JULY Company and proven on our own real estate business first. JULY Call answers our main line every day, and a person approves every step that matters. That is a regulated, deadline-driven business with real money and real clients on the line, and it is where every product proves itself before it reaches anyone else.
We do not run a law firm in-house, and we will not pretend we do. The Legal Edition is the same platform with the labels changed: a matter instead of a deal, a filing deadline instead of a subject removal, a retainer instead of a contract. The architecture, the privacy rules and the human approval on every consequential action are identical, because they were built once and they are not optional.
Legal Edition
Tell us about your practice.
A short note is enough. Someone who has run intake on a working floor reads every message and replies with a real answer, not a sequence.
JULY AIP