Practice Law on One Platform With Attorney-Work-Product Privilege Built In.

Law firms stitch Clio / MyCase + Westlaw + Microsoft 365 + DocuSign + QuickBooks + Calendly + Notion — paying per-seat at every layer. Aeion's legal-services stack — Legal + Workspace + Collab + Finance + eSign + Forge — unifies matter management, trust accounting (IOLTA), conflicts checking, time-and-billing, e-discovery, document automation, client portals, and per-matter knowledge base. Attorney-work-product privilege protection baked into the audit log + access controls. Built for solo practitioners through AmLaw 100 firms.

What Aeion Ships for Law Firms

Matter Management

Every matter gets a full lifecycle — intake, engagement letter, discovery, motion, trial, judgment, appeal — with its own team assignment and document repository attached from day one. Statute-of-limitations deadlines track themselves instead of living in someone's calendar reminders, and conflicts get checked automatically the moment a new matter is opened, before any billable work starts. Read Legal →

Trust Accounting (IOLTA)

Every matter carries its own IOLTA-compliant trust ledger, reconciled three ways — book, bank, and client — so a mismatch surfaces before the bar audit does, not during it. Trust rules are pre-loaded for all 50 states, DC, and the territories, and clients get statements without a paralegal building them by hand. Replaces Clio Trust Accounting and LeanLaw outright.

Time and Billing

Attorneys log time per matter and task at whatever rate structure the engagement calls for — per-attorney, per-matter, per-task — and every bill runs through a pre-bill review step before it reaches the client. Corporate clients that require UTBMS task codes and LEDES billing get them natively, no separate export tool required. Read Finance →

Conflicts Checking

The moment a matter comes in the door, it's checked in real time against every party and every matter the firm has ever touched — adverse parties, opposing counsel, related entities, all of it. Every attorney's disclosure obligation under ABA Model Rules 1.7, 1.9, and 1.10 is tracked automatically instead of relying on memory.

Document Automation

Pleadings, motions, and contracts draft themselves from the matter's own data against your firm's template library, in Bluebook or ALWD citation style, with track-changes and version comparison built in — so the associate starts from a draft, not a blank page.

E-Discovery + Litigation Hold

Litigation holds go out the moment they're triggered, and every collected document gets searched, tagged for responsiveness, and checked for privilege before it ever reaches a production set. The privilege log builds itself as review happens instead of getting reconstructed afterward.

Client Portal

Clients get their own branded portal to review documents, e-sign, pay invoices, and check matter status — with secure messaging that respects attorney-client privilege and per-jurisdiction communication rules baked in, so the front door to the firm doesn't leak what it shouldn't.

AI for Legal Practice

The `aeion-legal-advisor` skill drafts motions, summarizes depositions, flags privileged content before it goes anywhere near a production set, and suggests cross-references to case law (Westlaw integration optional) — with every single AI action logged for attorney review, so nothing an associate didn't personally verify goes out the door unreviewed.

Compliance + Bar Rules

ABA Model Rules of Professional Conduct:

Rule 1.6 Confidentiality → Auth RBAC + audit log + CMK encryption
Rule 1.7-1.10 Conflicts → real-time conflicts check + disclosure tracking
Rule 1.15 Safekeeping property → IOLTA trust accounting + three-way recon
Rule 1.16 Withdrawal → per-matter closure workflow + records retention
Rule 5.5 Unauthorized practice → per-jurisdiction practice verification
Rule 7.x Advertising + solicitation → per-state ad compliance

Per-State Bar Rules:

50-state trust accounting rules (IOLTA vs IOLA vs PEMA varies)
Per-state CLE tracking
Per-state pro hac vice tracking
Per-state mandatory client communications
Per-state attorney advertising compliance

Federal + Court Rules:

Federal Rules of Civil Procedure (FRCP) — discovery + privilege
Federal Rules of Evidence (FRE) — admissibility
PACER integration for filing
Per-circuit local rules

Privacy + Security:

Attorney-Client Privilege — Auth + temporal DB + immutable audit
Work-Product Doctrine — per-document classification
HIPAA (for healthcare law) — Aeion Aegis + Files CMK
GLBA (for financial law) — encryption + access controls
ABA Cybersecurity guidance — comprehensive

Document Retention:

Per-jurisdiction retention requirements (5-7-10-permanent)
Per-matter closure → retention policy applied
Legal hold override (suspends destruction)
Per-document destruction audit trail

All compliance evidence flows through one audit log. Per-state bar audits prepped via single export.

Legal AI

Motion + Brief Drafting: AeionClaw drafts motions, briefs, and pleadings from matter facts + template library + jurisdiction-specific case law. Attorney reviews + customizes. Per-firm style guide enforcement. Reduces drafting time 40-60%.

Deposition Summary: Per-deposition transcript ingested. AI extracts key admissions, contradictions with prior testimony, witness credibility signals. Cross-references against case theory. Drives more effective cross-examination prep.

Document Privilege Review: Per-document privilege detection (attorney-client communications, work-product, common-interest). Surfaces likely-privileged docs for attorney review before production. Replaces $200K-$2M e-discovery vendor projects with AI-augmented attorney review.

Conflicts + Adverse Party AI: Per-matter intake → AI surfaces possible conflicts across firm history (similar parties, prior representation, related entities). Catches conflicts that simple text-matching misses.

Time-Entry Capture: AI captures attorney time from calendar + emails + documents + collaboration activity. Drafts time entries. Attorney reviews + approves. Improves time-capture compliance 30-50%.

Billing Narrative Optimization: Per-time-entry narrative review. AI suggests improvements for clarity + UTBMS compliance + client-facing readability. Improves realization rate.

Client Communication AI: AeionClaw drafts client status updates, matter summaries for client meetings, plain-English explanations of legal documents. Improves client satisfaction + reduces partner admin time.

Legal-Services Operational Wins

Unified practice management

One platform replaces the Clio + Westlaw + QuickBooks + DocuSign + Notion stack most firms stitch together, so matter data lives in one place instead of six.