Max is the attorney-controlled operating layer for solo and small law firms. Max Brief surfaces what needs attention across your portfolio, explains why with traceable sources, prepares the next move, and waits for your approval. One flat rate, no per-seat fees.
AI chief of staff (Max) handles intake, drafting, research, and billing
Set up in 15 minutes — no training, no IT, no migration headaches
Flat $149/mo — unlimited cases, clients, documents, and AI usage
19 built-in tools: CRM, case management, time & billing, trust accounting, document automation, and more
Built for solo and small law firms across every practice area
30-day refund guarantee — save 10 billable hours or your money back
Unlike general AI tools, Max is built only for law firms — every feature understands legal workflows, deadlines, and ethics rules
CiteCertain: Max verifies every citation against real law — no hallucinated cases, no fabricated statutes
PII Shield redacts client names, SSNs, and sensitive identifiers before any AI model call — your client's identity is never exposed
Intelligent Playbooks: Max drafts in your firm's voice, from your own precedents — not generic AI outputs
Bulk Document Review: structured data extraction from contracts, medical records, and discovery at scale
Unlike Clio and MyCase, MaxLex has a fully integrated AI chief of staff — not a bolt-on AI add-on
50-state statute of limitations engine with jurisdiction-specific buffers — no separate SOL tracker needed
IOLTA-aware trust accounting with three-way reconciliation built in
Passive billable time capture: Max logs time from AI interactions automatically — no manual timers
Client Pulse: flags matters that have gone silent so no client relationship slips through the cracks
Collections Assist: AI-drafted follow-up sequences for aging invoices — no awkward attorney phone calls
Trust Ledger: automated three-way reconciliation alerts so your IOLTA account is always in balance
Deadline Chains: when a court date changes, every downstream procedural deadline recalculates instantly
Protective Order Ready: one-click AI compliance certificate with SDNY-style attestations for protective orders
AES-256-GCM field-level encryption, per-attorney data isolation, append-only audit log
Engineered around HIPAA technical safeguards and ABA Model Rules of Professional Conduct
All legal work product requires attorney review and approval — Max works for you, not instead of you