Prime Elixir provides Catena, an autonomous back‑office operating system for solo and small law firms. The platform captures client contacts—calls, emails, texts, and forms—and uses governed AI workers to automate intake, schedule consultations, request and track documents, and prepare billing actions, while integrating with tools like Clio, Outlook, and QuickBooks to maintain compliance and operational transparency.
Funding
Funding not disclosed
Founders
Product
Problem
Small law firms lose revenue due to fragmented back‑office processes: missed calls, abandoned intake forms, unscheduled consultations, uncollected documents, and delayed billing. These manual, error‑prone tasks consume staff time and cause revenue leakage.
Solution
Prime Elixir offers Catena, an autonomous back‑office operating system designed for solo and small law firms. The platform captures every client contact—calls, emails, texts, and forms—and converts them into a structured workflow that automatically schedules appointments, follows up, requests and tracks required documents, and prepares billing actions. Governed AI workers execute these tasks while preserving compliance, escalating judgment‑sensitive decisions to human staff. The system integrates with existing tools such as Clio, Outlook, and QuickBooks, providing a unified “operational truth” and proof of outcomes without requiring firms to replace their current software stack.
Target Audience
Catena is targeted at solo and small law firms (1–10 attorneys) across practice areas such as estate planning, family law, and personal injury that need reliable, low‑maintenance back‑office automation.
Features
- AI‑driven intake automation that detects leads from calls, emails, texts, and abandoned forms and initiates follow‑up workflows
- Automatic scheduling, confirmation, and rebooking of client consultations with calendar integration
- Document request, tracking, and escalation to ensure required artifacts are collected or flagged
- Billing preparation and revenue‑capture actions that turn completed work into invoices
- Governance layer that enforces policy rules, provides contextual permissions, and escalates sensitive decisions to humans
- Seamless integration with Clio, Outlook, QuickBooks, and other existing law‑firm tools
- Proven‑outcome audit trail that records each step for compliance and operational transparency