One place for everything a law firm runs on
A small firm runs on a lot of separate software. Intake lives in one CRM, matters and billing in another, the books in a third, and the files in OneDrive. Every task meant opening four tabs and copying something from one into the next.
MBL Suite is the layer on top. It signs in with the firm’s Microsoft accounts, connects to each of those services, and gives each recurring job its own page: filing scans, matching payments, building the asset spreadsheet for an estate plan, running webinars. Data is read live and is not copied into the suite, so the original systems stay the record.
The assistant lives in Teams. Staff ask it about a matter and it looks across the CRM, the documents and the mail to answer. It also keeps its own list of follow-ups, so a matter that has sat in one stage for too long gets a question to the right person instead of being forgotten.
See it working
What it does
An assistant in Teams
Ask about a client or a matter in plain words and get an answer drawn from the CRM, practice management, mail and files, with links to what it used.
Follow-ups that do not drop
It notices matters that have stalled, asks the right person why, and keeps asking until there is an answer.
Scan filing
Split a stack of scans into separate documents, name them from the firm’s own format, and file them in OneDrive and the client’s matter in one pass.
Payments matched
The payments spreadsheet checked against the bank statements, with every row that disagrees on top and a link to the client’s matter.
Asset spreadsheets
The client’s intake worksheet turned into the firm’s asset sheet, cleaned up with AI where every change is shown and can be undone, then downloaded as Excel.
Probate petitions
The Surrogate’s Court Petition for Probate filled in section by section, with addresses looked up and the firm’s office filled in, the finished Word file previewed beside the form and ready to download.
Webinars end to end
Create the event, sign people up from the website, add them to the mailing list, upload the recording, and publish the replay page.
The firm’s numbers
A finances page for the partners: money in and out from the books, and billed and collected from practice management, month by month.
And more