RAMTEKEvery client and deadline, and the draft is waiting.
Keep clients, their intake status and each matter's deadline together. For a matter, you choose the document and the topic, and Ramtek writes it ahead of the deadline for an attorney to review. It is never sent or filed for you.
How it works
Add the client
Enter the name, company, email, phone and notes, and set the stage: Inquiry, Qualified, Retainer Sent, Retained or Matter Closed. A lead from your website chat arrives on its own as an Inquiry.
Save a matter with its deadline
Give the matter a title, link the client, choose the document type, add the topic and key facts, and enter the deadline.
Choose how far ahead
Pick how many days before the deadline the draft is written. The default is three.
Review the draft
On the draft date it is written and emailed to the attorney who saved the matter, and saved to the firm's recent documents. Nothing is sent or filed.
Watch it work
A matter saved with its deadline, then the actions on a client record. The cursor shows each step. Every result is a shortened sample on a fictional matter.
Save your next deadline. Seven days free.Start free trial
Two ways to use it
By hand
Open Matter Management and keep your clients and matters current. Good for the firm's own record of who is in what stage and what is due.
- Clients with five stages, a board that groups them by stage, and a list you can search and filter
- Matters with a deadline, a linked client, a status of open, done or canceled, and an overdue flag that appears after the deadline's day has passed
- Three actions on a client record: Score Lead, Draft Follow-Up and Suggest Next Step
- Export the client list to a spreadsheet file
Before a deadline, without opening anything
You decide what is drafted when you save the matter. The system does the rest on schedule.
- Checked every hour, and each matter is drafted once
- The draft is written with your state's terms and your firm's details, like any other draft
- It is emailed to the attorney who saved the matter and saved to Recent documents, and is never sent or filed
- A matter whose deadline is more than 14 days past is skipped instead of drafted late
What it includes
Clients
Name, company, email, phone, stage and notes for every client and prospect. Every attorney and staff member at the firm sees the same list.
Client stages
Inquiry, Qualified, Retainer Sent, Retained and Matter Closed, so you can see where each person stands.
Board and list
A board that groups clients by stage, and a list you can search and filter by stage.
Matters and deadlines
Each matter has a title, an optional linked client, a deadline, a status and the document to be drafted ahead of it.
Draft ahead of the deadline
One of the twelve Document Drafter document types, with the topic and facts you gave, written a set number of days before the deadline.
Overdue flag
A matter shows as overdue only after the deadline's calendar day has passed.
Score Lead
A score from 0 to 100 with the reasons, weighing practice-area fit, urgency and warning signs. An attorney starts it, and it reads only the record.
Draft Follow-Up
A short, professional follow-up email for the client, with a subject line, for you to edit and send yourself.
Suggest Next Step
One specific next action with ideal timing and a one-line talking point.
Leads from your website
Every conversation on the Website Intake Assistant that leaves an email address arrives here as an Inquiry, with a summary and a follow-up draft.
Used by the AI Law Assistant
The assistant can look up clients and matters, list what is due this week, and propose changes that you confirm.
Spreadsheet export
Download the client list as a spreadsheet file.
How the quality is controlled
You choose what is drafted
Nothing is guessed. The attorney picks the document and the topic when the matter is saved.
Never sent or filed
A draft goes to the attorney's inbox. It does not go to a client, a court or the other side.
Drafted once
A matter is never drafted twice, and one that is long past is skipped.
The right attorney is told
The draft goes to the attorney who saved the matter, not to a shared inbox. If they left, the firm administrator receives it.
Your state first
Drafts use the state in your firm profile and its own terms, like every other tool.
Your review comes first
A draft is a starting point. You read it, change it and decide whether it goes anywhere.
What it does not do
It does not calculate deadlines
You enter each date. It does not compute one from court rules. Confirm every date against the rules and the court's order.
It does not run conflict checks
Check conflicts the way your firm already does.
It does not bill or track time
It is not a billing or accounting system.
It does not send or file
Everything it writes is a draft for an attorney.
Shared by the firm. Drafted in your terms.
The list belongs to the firm, and the drafts follow your firm profile.
One firm-wide list
Every attorney and staff member sees the same clients and matters. Another firm never does.
Your profile on every draft
Your state, practice areas, courts, letterhead and each attorney's signature block are applied to the draft.
AI Configuration
Administrators can add the firm's own tone and clause language, applied to every tool.
How firms use it
A response date coming up
Save the matter with the document you will need and have a draft waiting.
A demand letter before a deadline
Save the facts once and review the letter when it arrives.
Discovery requests
Draft interrogatories or requests for production ahead of the date.
Settlement follow-through
Keep the client stage and the settlement letter together.
Knowing where every inquiry stands
See which people are Inquiries, which have a Retainer Sent and which are Retained.
A busy week
Ask the AI Law Assistant what is due and what is overdue.
Matter Management, by plan.
| Feature | Core | Professional | Enterprise |
|---|---|---|---|
| Clients, stages, board and list | No | Yes | Yes |
| Matters with deadlines | No | Yes | Yes |
| Draft written ahead of the deadline | No | Yes | Yes |
| Score Lead, Draft Follow-Up, Suggest Next Step | No | Yes | Yes |
| Leads from the Website Intake Assistant | No | Yes | Yes |
| Used by the AI Law Assistant | No | Yes | Yes |
The three actions on a client record each use one AI action from the firm's monthly usage, which is 700 per person on Professional. A draft written ahead of a deadline counts like any other draft. See pricing.
What happens to what you put in.
Client confidentiality is your duty, so the answers are written down in plain terms.
Not used to train AI
Our AI provider's terms prohibit using what we send to train its models. It may keep requests for up to 30 days for safety monitoring, then deletes them.
Kept apart by firm
Each firm's clients, matters and drafts are visible only to that firm. Connections are encrypted, passwords are hashed, and two-step sign-in is available.
What the AI sees
An action or a draft reads the record or matter it is run on. It does not read your other clients.
Yours to remove
You can ask for deletion at any time. If you cancel, your data is kept for 30 days, you are reminded, and then it is deleted.
Read the full details on Trust and security.
What firms ask before they start.
Does it calculate court deadlines for me?
No. You enter each deadline yourself. Matter Management keeps it, shows it, and drafts ahead of it. It does not work out a deadline from court rules, so confirm every date against the rules and the court's order.
What gets drafted before a deadline?
The document type and the topic you chose when you saved the matter, one of the twelve document types in the Document Drafter. Nothing is inferred. If you did not ask for a document, none is written.
How far ahead is the draft written?
You choose when you save the matter. The default is three days before the deadline.
Who receives the draft?
The attorney who saved the matter. If that person has since left the firm, the firm administrator receives it. It is also saved to the firm's Recent documents.
Is anything sent or filed for me?
No. The draft is emailed to the attorney for review. Nothing goes to a client, a court or the other side.
Will it draft the same matter twice?
No. Each matter is drafted once. A matter whose deadline is more than 14 days in the past is skipped instead of drafted late.
Who can see our clients and matters?
Every attorney and staff member at your firm sees the same list. Other firms never do.
What are the client stages?
Inquiry, Qualified, Retainer Sent, Retained and Matter Closed. A lead from the Website Intake Assistant arrives as an Inquiry.
What do the three actions on a client record do?
Score Lead gives a score from 0 to 100 with the reasons, Draft Follow-Up writes an email, and Suggest Next Step gives one specific action with timing and a talking point. An attorney starts each one, and they read only what is on the record.
Can I export my clients?
Yes. The client list exports to a spreadsheet file.
Does it do conflict checks, billing or time tracking?
No. It is not a practice management system for those. It keeps clients, matters and deadlines, and writes drafts.
Can the AI Law Assistant use it?
Yes. On Professional and Enterprise the assistant can look up clients and matters, list what is due, and propose a new client, a note, a new matter or a change to one. You confirm each change before it is saved.
Is it on the free trial?
Yes, with the Professional-level tools. A trial has a shared pool of 100 AI actions across all tools.
Save the next deadline.
Seven days free, no card required.
Also: the Website Intake Assistant and the Document Drafter.