See the matters that are quietly losing momentum.
Tallywick is matter health intelligence for firms that cannot afford operational blind spots. Each cycle turns workflow metadata into a concise Partner Brief: what needs attention, why it matters, who owns it, and what should happen next.
A tightly scoped, Clio-based pilot for small US law firms.
Review ownership and the next operational move.
Check whether an internal handoff is holding the response.
A clear conversation for this week’s partner review.
The signal layer
Operational drift becomes visible before it becomes expensive.
Tallywick reads the shape of work across your matters and workflow metadata, then surfaces the exceptions that deserve a human decision.
Work that has gone quiet without a clear reason or next move.
Overdue, unassigned, or stuck handoffs that have lost their owner.
Unanswered communications and approval bottlenecks that slow momentum.
Patterns worth a closer look before retained revenue quietly leaks.
A cycle built for decisions
From matter metadata to the next right conversation.
Automated routine analysis. Limited human verification during paid pilots. Firm approval before anything consequential.
Connect the context
Securely analyze the matter and workflow metadata already living in Clio.
Find the exceptions
Identify stale work, missing next actions, unanswered threads, bottlenecks, and imbalance.
Review the brief
Bring a concise, explainable Partner Brief into the firm’s operating rhythm.
An operational control layer, not an AI lawyer.
Tallywick helps a firm see and discuss the work. It does not replace the firm’s judgment, systems of record, or responsibility for legal work.
The first step
Prove what your firm can see, save, and keep.
Start with a focused, paid Clio pilot. Measure time saved, risks caught, and retained revenue before deciding what comes next.