Mylo Prime
Platform Features

Built for how modern firms operate

One platform that handles AI-powered workflows, practice management, billing, and client communication — so your team can focus on what matters most.

AI Intelligence

Your firm's smartest team member never sleeps

Mylo AI works alongside your attorneys around the clock — drafting documents, scoring leads, preparing for depositions, and answering client questions instantly.

Mylo AI Assistant

A conversational AI, available 24/7, that handles client inquiries, surfaces case insights, and takes the repetitive work off your team — so your people work at the top of their license, with attorneys in control.

Intelligent Document Drafting

Generate retainers, pleadings, demand letters, and correspondence in seconds — grounded in your firm's own documents — as attorney-ready first drafts for review.

Smart Intake & Lead Scoring

Automatically qualify inbound leads with AI-driven scoring. Route high-value prospects to the right attorney so your intake team converts more of the leads worth pursuing.

Deposition Preparation

AI-assisted deposition prep that analyzes case files, suggests lines of questioning, identifies inconsistencies, and generates comprehensive witness outlines.

Practice Management

Run your practice with surgical precision

From matter intake to resolution, every detail is tracked, deadlines are surfaced for attorney review, and conflicts are flagged before they become a problem.

Matter Management

Centralized case dashboards with timelines, document repositories, contact associations, and status tracking — everything your team needs in one place.

Calendar & Scheduling

Court dates, client meetings, and deadlines synced across your firm. Automated reminders, conflict detection, and public booking links for clients.

Task Management

Assign, track, and automate tasks across matters and team members. Kanban boards, due-date alerts, and workload balancing keep your firm running smoothly.

Conflict Checks

Automated conflict of interest screening across all matters, contacts, and related parties. Get flagged instantly before you take on a new case.

Financial Operations

Turn billable work into collected revenue

Automated billing, trust compliance, and real-time financial visibility so you can focus on practicing law — not chasing payments.

Automated Billing

Generate invoices from tracked time and expenses with one click. Support for hourly, flat-fee, contingency, and hybrid billing arrangements.

Trust Accounting

IOLTA-compliant trust accounting with automated three-way reconciliation, ledger management, and audit-ready reporting for every jurisdiction.

Payment Processing

Accept credit cards, ACH, and eChecks through LawPay and Stripe. Clients pay directly from invoices with secure, PCI-compliant processing.

Financial Analytics

Real-time dashboards showing revenue by attorney, matter profitability, realization rates, aging receivables, and cash flow forecasting.

Communication Hub

Never miss a client touchpoint

Unified communications across email, phone, SMS, and your client portal — all logged, searchable, and tied to the right matter automatically.

Unified Inbox

All client emails, form submissions, and messages in one inbox, automatically linked to the right matter. An AI email assistant for drafting and triage is rolling out in phases.

AI Voice Agent

An AI receptionist answers calls 24/7, with call tracking, recording, and transcription. Missed calls trigger automated follow-ups so no lead goes unanswered.

Client Portal

Branded, secure portal where clients can view case updates, upload documents, sign retainers, make payments, and message their attorney directly.

Automated Follow-ups

Trigger email and SMS sequences based on matter status, missed appointments, outstanding invoices, or custom rules your firm defines.

Integrations

Connects to the tools you already use

No rip-and-replace. Mylo Prime connects to 20+ legal and business tools, with two-way sync for your core systems (QuickBooks, banking via Plaid, Twilio, Dropbox, Gusto). Many connectors are read-only.

Q
QuickBooks
Accounting
L
LawPay
Payments
S
Stripe
Payments
G
Google Workspace
Productivity
D
Dropbox
Storage
R
RingCentral
Communications
T
Twilio
SMS & Voice
S
SignNow
E-Signatures
P
Plaid
Banking
G
Gusto
Payroll
G
Google Ads
Marketing
Ready to Transform Your Practice?

See it all in action

Book a personalized demo and see how Mylo Prime can streamline your firm's operations, boost revenue, and give your clients a better experience.

Personalized walkthrough No commitment required See your own data in Mylo