Your firm’s brain — on call for
every client, watching every matter.
The AI associate that drafts. The attorney decides.
WithDave learns your matters, precedent, and playbook — then answers clients with cited, on-file answers and surfaces what needs you before a deadline does. Every word is approved by an attorney before it leaves the firm.
Built first for CPA & tax firms — now opening a founding cohort for estate planning, family law, small litigation, and immigration practices. You shape what ships.
Drafted by AI. Approved by your team. Delivered as you.
Two motions, one brain.
The same brain works two ways: it answers when a client reaches in, and it watches your matters so nothing slips out. Watch each one run, start to finish.
A client asks at 9 p.m. They don’t wait until Monday.
WithDave reads the question, pulls the exact passages from your files and the law, and drafts a grounded, cited answer — then holds it in your review queue until an attorney approves. Here’s the whole loop, start to send:
Learning your firm
- Active matters & pleadings
- Engagement letters & retainers
- Firm memos & precedent
- Your house style
Your matters, precedent, and playbook — learned once.
From your files — not the open web
Answers are grounded in your matters, memos, and precedent, plus the law that governs them.
Cited, with a confidence read
Every answer shows the exact sources it drew on and how confident it is — so you can check it fast.
Nothing sends without sign-off
Drafts wait in the review queue. An attorney approves — or edits — before a word reaches the client.
The things that cause malpractice claims hide between matters.
A statute running, a filing due Friday, a client who’s gone quiet. Overnight, WithDave reviews every active matter and hands you a brief by 6 a.m., ranked by what needs you today. One tap turns a flag into a drafted response — still routed through your sign-off. This proactive layer is what we’re building with our founding firms.
Overnight review
Reviewing the firm’s matters while the office is dark.
While the firm sleeps, the brain stays up.
Reviews every matter overnight
While the office is dark, it reads what changed across your active matters.
Ranked by what needs you today
Deadlines, rule changes, and quiet clients surface as a prioritized morning brief.
One tap → a draft you approve
Turn a flag into a drafted motion or message — and it still waits for your sign-off.
And your whole firm gets WithDave, too.
The client-facing layer is only half of it. Every attorney and staffer also gets the full WithDave app — a personal legal research assistant, document drafting, and five expert advisors — gated inside your firm’s own private environment. Your data, your people, no one else’s.
- A personal legal research assistantAsk a research question, get back a cited memo — an associate that never sleeps.
- Five expert advisors on tapTax, business, finance, and more — for the questions outside your practice area.
- Document StudioDraft letters, memos, and agreements from your own templates.
- Multi-expert AnalyzePut a hard call in front of all five advisors at once and weigh the answers.
- Each user's own dashboardSaved work, history, and briefings — private to every person on your team.
Deep research
Statutory framework & key cases for non-compete enforceability in California
California voids most post-employment non-competes (Bus. & Prof. Code §16600), with narrow exceptions for sale-of-business and dissolution. Recent amendments (AB 1076, SB 699) extend the bar and add notice duties…
Full memo ready · saved to your workspace
The review queue is the whole point.
Other tools let AI talk to your clients directly. In a law firm, that’s a malpractice problem, a privilege problem, and a bar-rule problem. WithDave is built the other way around: AI drafts, an attorney decides. Every answer, every flagged action, every document waits for a human with a license before it leaves your firm — and every step is logged.
What it drafts for a law firm.
Client intake & screening
Guided intake that captures the facts and flags conflicts before they reach you.
Engagement letters & retainers
On-brand engagement letters and retainer agreements from your templates.
Demand letters
First-draft demand letters grounded in the matter file and the governing law.
Research memos
Issue-spotted research memos with citations you can verify in a glance.
Client status updates
Plain-English matter updates clients actually understand — you approve the send.
Matter Q&A
Answer a client's question from their own file, with the passages cited.
Built for confidentiality.
Your files stay yours
Your matters never train public models, and we never sell your data.
Encrypted, in US data centers
Encrypted in transit and at rest. Delete your firm's data anytime.
Privilege-aware by design
Client work is isolated per firm, and nothing leaves without attorney sign-off.
Everything is logged
Every draft, approval, and send is recorded for your own audit trail.
Join the founding law firms.
We’re selecting a small group of firms to build the law practice with us. Founding firms get founding pricing, a direct line to the build team, and the biggest say in what ships next.