Case-aware AI agents

AI is the system.

Not bolted on top.

The case management system built for the way modern litigation actually works. Agents organize discovery, brief every matter overnight, and flag the cases going sideways — before the client calls.

Live at Klein & Sheridan
↓ How it works — in 60 seconds Scroll
How it works — in 60 seconds

Three steps. Two of them are done before you log in.

01

A matter arrives.

Email, intake call, signed retainer — Valentine catches it from any direction.

02

The agents go to work.

Routes documents to the right matter. Builds the case file. Flags the matters going sideways.

03

You review and ship.

Or redirect — the system tracks how often it got it right.

cases.kleinsheridan.com / matters / M-3018 / workbench
AI Workbench drafting a demand letter with statute lookup
PILLAR A · AI WORKBENCH

Statute lookup, draft, edit — in one place.

The Workbench pulls case law and statutes on demand, drafts demand letters from jurisdiction-aware templates, and lives next to the matter. You're not opening Westlaw, copy-pasting paragraphs, and re-formatting headers — you're doing the lawyer parts.

See the workbench in motion
cases.kleinsheridan.com / briefing
Morning brief surfacing the email that matters
PILLAR B · EMAIL IN THE BRIEF

Your inbox shows up in your morning brief.

Every email gets pre-scored when it lands. The relevant ones get synthesized into your morning brief — sender, ask, what changed, what needs you. You skim one document instead of 47 emails.

See the brief in motion
cases.kleinsheridan.com / matters / M-3041 / file-router
File router classifying inbound documents and routing to matter folders
PILLAR C · FILE ROUTER

Documents land in the right matter without being touched.

Inbound emails, scanned mail, defendant productions — Valentine's file router reads each document, classifies it by type, extracts Bates ranges and dates as metadata, and routes it to the matter cabinet. From there, productions flow into Norris for discovery review.

...and when discovery review starts, Norris takes it from there. ↓
See the file router in motion
cases.kleinsheridan.com / matters / M-3041 / brief
Briefing dashboard surfacing at-risk matters
PILLAR D · CASE BRIEFING

The case is on fire. The system flagged it before the call.

Every night the briefing agent regenerates per-matter briefs — pleadings, calendar, recent communications, financials. Each morning at your set time, the briefs that need your attention are ready.

See the morning brief in motion
cases.kleinsheridan.com / matters / M-3018 / ask
RAG QA panel with citations back to the source documents
PILLAR E · RAG QA

Ask the case a question. Get an answer.

Not a chatbot — a panel that searches every document, brief, and email in the matter and answers with citations back to the documents it found them in. "What did the defendant say in deposition about the third payment?" "What's the running balance on the loan?" Seconds, with sources.

See case-aware QA in motion
MEET NORRIS

Discovery review at machine speed.

Valentine routes a defendant production into the matter; Norris takes the documents from there — splitting bundled productions into fine-grained children, tagging each by document type, and serving them to your reviewers in a focused, keyboard-driven interface.

À la carte: subscribe to one or both.

Meet Norris
The thesis

Most "AI" in legal software is a search bar with a spinning logo.

We don't blame anybody — bolting AI onto an existing CRUD system is the only thing you can do when your CRUD system is already five years old. We started over. Every workflow in Valentine has agents in the data path, not on the side. The case-aware AI agents see what you see — the matter, the statutes, the production, the calendar — and act on it. The result: the work is mostly done in the time it takes to get a cup of coffee.

LEGACY · AI BOLTED ON
User
CRUD app (forms, lists, files)
Database
"AI" sidebar — search, summarize on click
VALENTINE · AI IS THE SYSTEM
User
Case-aware agents (draft, triage, route, flag)
UI surfaces what agents produced
Database
YOUR MODEL, YOUR CALL

Most legal AI hides the model behind a logo. We don't.

You pick which Anthropic Claude tier runs your matter — Opus when the stakes warrant it, Sonnet for everyday work, Haiku for high-volume tasks. We use Anthropic's latest models on day one. We never choose your AI for you.

Opus
When the case demands it

Briefing agents, novel arguments, complex reasoning

Sonnet
Daily work

Routine drafting, document analysis, classification

Haiku
High volume

Pre-screening, tagging, background passes

TRUST

Live at one law firm.

Klein & Sheridan, the consumer-protection firm that built Valentine, runs every matter through the system.

Hosted on Azure
Per-tenant Postgres + Key Vault
Daily backups
Azure Postgres automatic snapshots
Sentry monitored
Production errors paged to oncall
Your model, your call
Opus, Sonnet, or Haiku — you pick the tier
CASE-AWARE AI AGENTS

AI is the system.

Want a 20-minute walkthrough?