Overview

Overview

Saturday, May 2 · 25 active matters · 6 drafts in review

Reporting · May 2026 ▾ · Last sync 2 min ago
Active Matters
25-3
3 less than last month
Weekly matter changes · 6 moavg 14
Drafts in Review
63 critical
3 documents · deadline < 24h
Weekly document reviews · 6 mo
MTD Revenue
$285k-5%
vs last month
Weekly revenue · 6 moavg $135k
Firm Utilization
82%-3pp
vs target 85%
Review & Triaging

AI Drafts Needing Attention

Overdue3

ARC-26-022
IP Assignment — Hex Synthesis· Iyer
PI4d late
ARC-26-018
Series A Closing — Cardboard Inc.· Vasquez
EV2d late
ARC-26-031
MSA — Loom Robotics· Chen
DC1d late

Due in 48h3

ARC-26-040
SAFE Round — Rhizome AI· Leblanc
MLtomorrow
ARC-26-038
Stock Plan — Trefoil Bio· Tanaka
ATtomorrow
ARC-26-042
Term Sheet — Kestrel Mobility· Vasquez
EVin 2d

Drafts awaiting lawyer review > 48h3

ARC-26-035
Convertible Note — Fika Pay· AI ready, waiting on Vasquez
EV28h
ARC-26-029
Offer Letter — Nordic Brain Tech· AI ready, waiting on Ofori
JO31h
ARC-26-041
DPA — Ember Climate· AI ready, waiting on Larsen
TL26h
Firm Pulse

Partner Activity

Today
Series A draft ready for E. Vasquez review · Cardboard Inc.1h
SLA hit · Loomstack NDA delivered same-day3h
Onboarded new client · Kolibri Energy4h
D. Chen signed MSA · Loom Robotics4h
3 drafts ready for review20h
Intake call · Trefoil Bio stock plan22h
Yesterday
Form D filed · Kolibri Energy Series AFri
P. Iyer signed NDA · Hex SynthesisFri
Client comment on Convertible Note · Fika PayFri
AI draft ready · DPA · Ember ClimateThu
Closing call · Cardboard Series AThu
Same-day SAFE · Rhizome AIThu
Earlier this week
Onboarded new client · LoomstackThu
Form D filed · Cardboard Inc.Wed
M. Leblanc signed SAFE · Cardboard Inc.Wed
Strategy review · Trefoil Bio stock planWed
AI draft ready · Convertible Note · Fika PayTue
Counterparty comment · MSA · Loom RoboticsTue
Kickoff call · Kestrel Mobility term sheetTue
IP assignment recorded · Loom RoboticsMon
Same-day NDA · Kestrel MobilityMon
E. Vasquez signed Term Sheet · Fika PaySun
Onboarded new client · Ember ClimateSun
AI draft ready · Offer Letter · Nordic Brain Tech7d
Closing call · Loom Robotics IP7d
Investor markup · Cardboard Series A8d
Cap table cleanup filed · Trefoil Bio8d
Same-day SAFE · Cardboard Inc.9d
N. Bernstein signed NDA · Kestrel Mobility9d
Diligence kickoff · Cardboard Series A10d
Capacity

Workload by team

Finance

Revenue trend

$285kMTD · target $350k
  • · $65k behind target with 2 weeks remaining.
  • · 5 deals estimated from $37k inquiry pipeline.
  • · 75h spare weekly capacity can absorb roughly $17k.
Efficiency

AI Leverage

82%
AI
82% AI · 18% Lawyers
Counts AI-generated draft work against diff edits and filing reviews.
Same-day SLA
87%
Avg turnaround
22h
Partner activity · hour of daypeak 3p
12a6a12p6p12a
Partner-lawyer activity · this week
4 partners
AI drafts generated
168
Document reviews
142
Prompts vs manual edits612 / 154
Prompts 80%Manual edits 20%

Prompts account for 80% of partner actions; manual edits 20%. The82% AI / 18% partner split reflects generated draft volume after lawyer diffs and filing review.

Pipeline

Matter pipeline · 25 active

ARC-26-035AI Draft Ready
Convertible Note — Fika Pay
Convertible Note·EVEVin 3d$2,800
ARC-26-025Awaiting Client
Convertible Note — Loom Robotics
Convertible Note·TLTLin 10d$2,900
ARC-26-023Lawyer Review
Convertible Note — Trefoil Bio
Convertible Note·JOJOin 7d$2,900
ARC-26-041AI Draft Ready
DPA — Ember Climate
DPA·TLTLin 5d$2,200
ARC-26-027Drafting
DPA — Rhizome AI
DPA·TLTLin 9d$2,200
ARC-26-037Drafting
Employment Offer — Fika Pay
Employment Offer·JOJOin 2d$1,500
ARC-26-026Lawyer Review
Employment Offer — Loomstack
Employment Offer·SKSKin 6d$1,500
ARC-26-047Drafting
Employment Offer — Rhizome AI
Employment Offer·SKSKin 7d$1,500
ARC-26-022Lawyer Review
IP Assignment — Hex Synthesis
IP Assignment·PIPI4d late$2,400
ARC-26-046AI Draft Ready
IP Assignment — Kolibri Energy
IP Assignment·PIPIin 10d$2,400
ARC-26-033Drafting
IP Assignment — Trefoil Bio
IP Assignment·ATATin 6d$2,200
ARC-26-032Lawyer Review
MSA — Ember Climate
MSA·DCDCin 7d$4,800
ARC-26-045Drafting
MSA — Kolibri Energy
MSA·JOJOin 10d$5,400
ARC-26-031Awaiting Client
MSA — Loom Robotics
MSA·DCDC1d late$5,400
ARC-26-039AI Draft Ready
NDA — Loomstack
NDA·NBNBin 2d$1,200
ARC-26-029AI Draft Ready
Offer Letter — Nordic Brain Tech
Employment Offer·JOJOin 4d$1,500
ARC-26-043Drafting
SAFE — Ember Climate
SAFE·EVEVin 11d$3,500
ARC-26-040AI Draft Ready
SAFE Round — Rhizome AI
SAFE·MLMLtomorrow$3,500
ARC-26-018Lawyer Review
Series A Closing — Cardboard Inc.
Series A·EVEV2d late$18,000
ARC-26-030Drafting
Series A Lead Counsel — Kolibri Energy
Series A·EVEVin 13d$16,000
ARC-26-044Lawyer Review
Series A Side Letter — Nordic Brain Tech
Series A·DCDCin 6d$12,500
ARC-26-034Lawyer Review
Stock Plan — Cardboard Inc.
Stock Plan·MLMLin 8d$5,800
ARC-26-021Awaiting Client
Stock Plan — Rhizome AI
Stock Plan·MLMLin 12d$5,800
ARC-26-038Lawyer Review
Stock Plan — Trefoil Bio
Stock Plan·ATATtomorrow$6,200
ARC-26-042Drafting
Term Sheet — Kestrel Mobility
Term Sheet·EVEVin 2d$4,800