vera / law-firm / dashboardlive
Today, for law firms
everything waiting on you, in one place
2 to approve
6
Waiting on your approval
17
Drafted and ready
$18,200
In play right now
Needs your attention
Today
Consultation request · estate planning
Approved and sent
Approved
Today
Morning Briefing
Today's priorities
Review
Clients
Engagement packet · Whitaker matter
Your template, populated from intake
Review
+3 more waiting
Recently
just nowApproved: Consultation request · estate planning
7:30 AMYour briefing is ready
8:30 AMApprove the morning batch
Throughout the dayVERA keeps the firm moving
6:00 PMClose the office
Nothing reaches a customer without your approval.

Stop running the firm after hours.

You went to law school to practice, not to chase paperwork and unpaid bills. VERA takes the firm's administrative work off your plate.

Consultation intake

New inquiries go quiet when nobody answers for two days. VERA drafts the reply and offers real times from your calendar the moment a request arrives.

Engagement paperwork

New clients stall waiting on the engagement letter. VERA fills in your firm's own template so an attorney can review and send it the same day.

Client communication

The most common complaint about firms is silence. VERA flags matters that have gone quiet and drafts a plain-language update for approval.

Billing follow-up

Know exactly which balances are aging and send a courteous reminder in seconds instead of at quarter end.

Referral relationships

The colleagues who send you work deserve a thank-you. VERA drafts it while the referral is still fresh.

Firm visibility

Keep your practice areas, reviews, and profile active online without carving out an afternoon for marketing.

Your firm runs on approval.

Three simple steps. Nothing leaves the office automatically.

vera / law-firm / today01 · Watch
Waiting for your approval
VERA drafted these, you decide
ready
TodayConsultation request · estate planning
Inquiry received 12 min ago
  • Send reply with 3 consultation times
  • Attach intake questionnaire
  • Add to intake list
TodayMorning Briefing
Today's priorities
  • 3 consultation requests unanswered
  • 2 engagement packets ready to review
  • 6 matters with no client contact in 3 weeks
  • $18,200 in aging invoices
Approve allor open any one of them and change it first

Tell VERA what you need. What comes back is a finished document, not a blank form.

6 documents law firms actually send, set up with your business details, your pricing, and your branding.

vera / law-firm / documents6 templates
Documents
the paperwork law firms actually send
ready
Someone requested a consultation about an estate plan.
Reply · email draftAwaiting approval

VERA drafts the reply with three consultation times from your calendar and the intake questionnaire attached, then holds it for a staff member to approve.

Review and sendnothing leaves until you say so
In your library
Consultation Confirmation
Email
Engagement Letter
Agreement
New Client Intake Packet
Checklist
Matter Status Update
Report
Invoice Reminder
Invoice
+1 more

Onboarding · 2 documents

Get the Whitaker matter onboarded.

Your firm's engagement letter and intake packet filled in with the client and fee terms, queued for an attorney to review, edit, and approve before it leaves the office.

Report · 6 updates drafted

Which clients haven't heard from us?

Open matters ranked by how long since the last client contact, each with a short status update drafted and waiting on approval.

Report · 4 reminders drafted

Who is behind on their bill?

Every aging invoice sorted by balance and age, each with a courteous reminder drafted and held for your okay.

VERA can work. You still control what leaves the business.

The same gate applies to every law firm workflow on this page.

  1. 01VERA prepares

    Drafts the quote, the follow-up, the invoice, the schedule change.

  2. 02You review

    See the numbers, the wording, and exactly who it goes to.

  3. 03Approval

    Approve, edit, or decline. Let the routine ones run on your rules.

  4. 04Customer

    Only approved work ever leaves the business.

Nothing runs without your approval

Every action is a proposal first.

No surprise charges
No card on file, so nothing is charged when the trial ends.
No lock-in
Export your data, disconnect any tool, any time.
Encrypted and private
TLS in transit, tokens encrypted at rest, never sold.

Illustrative, how law firms use VERA

“Running a small firm means the practice is only half the job. VERA handles the other half: consultation replies, engagement packets, client updates, and billing follow-up. Everything is a draft until one of us approves it, so the legal work stays entirely ours.”

Alan Whitcomb

Managing Attorney

10 hrs

of firm admin off your week

Typical small-firm estimate, not a guaranteed result

Same day

response to new consultation requests

Illustrative: the reply is drafted when the inquiry lands

31%

faster collection on aging invoices

Illustrative figure when reminders go out on schedule

Illustrative outcomes based on the desk work VERA takes on. Your results depend on your business.

VERA for Law Firms, in plain terms.

The questions people ask before they sign up, answered without the sales pitch.

01

What is VERA?

VERA is an AI business operations assistant for law firms. It prepares quotes, invoices, follow-ups, scheduling changes, marketing content, customer messages and reports using the tools your business already uses. VERA works approval-first: it drafts the work and shows it to you, and nothing is sent, posted, booked or charged until you approve it.

02

Who is VERA for?

VERA is built for owner-operated and small-team businesses that run on jobs, quotes and invoices, and for the person in that business who does the office work after hours. It ships tailored setups for trades and home services, professional services, agencies, property and real estate, retail, hospitality, healthcare and auto repair.

03

How does VERA work?

VERA follows four steps: propose, approve, execute, log. You describe what you need in plain English, or VERA spots the work itself from your jobs and messages. It drafts the result and puts it in an approval queue. You approve, edit or reject it. Only then does VERA send it, and it records what it did.

04

Will VERA contact my customers without my permission?

No. Every message, quote, invoice, post and reminder that leaves your business waits in an approval queue until you approve it. You can turn on automatic sending for specific routine tasks, but only under rules you set yourself, and the default for everything is off. Every action VERA takes is written to an activity log you can read.

05

What software does VERA work with?

VERA connects to the accounting, calendar, payment, messaging, review and social tools most small businesses already run, including QuickBooks, Google Calendar, Gmail, Outlook, Stripe, Square, Instagram, Facebook and Mailchimp. You connect a tool by signing in to it, not by pasting API keys, and you can disconnect any of them at any time.

06

How much does VERA cost?

VERA has a free tier and four paid plans: Starter at $29 a month, Pro at $49 a month, Business at $149 a month and Agency at $399 a month. Every plan carries a month of AI work, connected integrations, scheduled tasks and team seats, and they differ by how much of each. The cheapest paid plan is Starter at $29 a month, and annual billing costs less than monthly.

07

What does VERA not do?

VERA does not act on your behalf without approval, and it does not replace your accountant, your lawyer or your licensed trades work. It does not file your taxes, sign contracts for you, or make decisions about hiring or firing. It is a web application only, with no desktop install, and it is sold in the United States.

Most popular with firms.

Connect your practice management, calendar, and billing tools so VERA works from the intake, matters, and invoices you choose to share.

Start free trial
QuickBooks OnlineGoogle CalendarGoogle Business ProfileGoogle AnalyticsGoogle AdsMailchimpTikTokSalesforceZoho CRMHighLevelKlaviyo
CalendlyStripeLinkedInMeta AdsLinkedIn AdsInstagramHubSpotPipedriveCloseFollow Up BossMicrosoft Ads

Sign in once, no API keys. VERA reads only what you approve. Logos indicate available integrations, not partnerships.

Browse all 157 integrations

One application for almost everything the business runs on.

Quoting, jobs, invoicing, customers, scheduling and marketing in one place, sharing the same data. No stack of six tools that do not talk to each other, and no re-typing the same job into three of them.

Sales

  • Leads and pipeline
  • Estimates and proposals
  • Customers and CRM
  • Jobs

Money

  • Invoices and payments
  • Expenses
  • Mileage
  • Payroll
  • Financials

Work

  • Scheduling and calendar
  • Tasks
  • Team
  • Files and knowledge

Growth

  • Content and social
  • Email campaigns
  • Outreach and calls
  • Reviews
  • Reports

Missing something? We are proud to build it.

If a feature is missing and it would help a large part of our customer base, we add it. Tell us what you are stuck doing somewhere else and it goes on the roadmap. The requests that would help the most businesses get built first, and they ship to everyone on your plan at no extra cost.

Request a featureSee what shipped recently

Is VERA the right call for you?

Including the cases where the answer is no. Those are the ones worth reading.

01

Is VERA right for my business?

VERA fits best when the office work is the bottleneck: quotes going out late, follow-ups not happening, invoices sitting unpaid, and nobody on payroll to chase them. It suits law firms with one to about twenty-five people. If your admin is already fully covered by staff you trust, VERA has less to add.

02

How is VERA different from a general AI assistant like ChatGPT?

A general assistant writes text in a chat window and then you copy it somewhere. VERA is connected to your business: it reads your real jobs, customers, quotes and invoices, produces work inside those records, and can send it once you approve. It also keeps an approval queue and an activity log, which a chat window has no concept of.

03

How is VERA different from hiring a virtual assistant?

A virtual assistant is a person you hire, train, schedule and pay by the hour, typically several hundred to a few thousand dollars a month. VERA is software starting at $29 a month that works instantly, at any hour, and never needs handover notes. A person handles judgement and phone calls better; VERA handles volume and consistency better.

04

Is VERA safe to use with customer data?

Connector credentials are encrypted at rest, traffic is served over HTTPS, and you can disconnect any integration at any time to revoke access. VERA reads only what you connect and only writes what you approve. You can export your data and delete your account. The published security page states plainly what is in place and what is not yet.

05

Can I try VERA before paying?

Yes. There is a free tier that runs with no payment details, and a 7-day trial of the Pro feature set. VERA also ships demo data for every connector, so you can watch it draft a quote, an invoice and a follow-up before connecting a single account. You can cancel at any time and export your data on the way out.

Longer side-by-side write-ups: VERA compared with hiring an office administrator, VERA compared with a virtual assistant service, VERA compared with a general AI chatbot, and every VERA comparison. Plan detail and current prices are on the VERA pricing page.

Plans that grow with your practice.

Every plan starts with a free trial. Below are VERA's standard plans - pick the one that fits your firm.

Starter

Perfect for solo practitioners

Pro

For growing firms with support staff

Business

For multi-attorney firms and multiple practice areas

Agency

For firms running many offices and practice groups

Starter

For solo business owners testing VERA

$29/mo

Billed monthly · cancel anytime

Draft and approve everyday work in one place.

Start free trial

No credit card required. Cancel anytime. You keep your data and integrations.

Team members
Just you
Connected integrations
5 accounts
Automation
Manual approval
Most owners pick this one

Pro

For active small businesses

$49/mo

Billed monthly · cancel anytime

Run recurring campaigns and lead workflows on autopilot, with approval.

Start free trial

No credit card required. Cancel anytime. You keep your data and integrations.

Team members
3 included, add more
Connected integrations
15 accounts
Automation
Auto-pilot + guardrails

Business

For growing operations running more than one business

$149/mo

Billed monthly · cancel anytime

Run a few businesses and a bigger crew with roles and permissions.

Start free trial

No credit card required. Cancel anytime. You keep your data and integrations.

Team members
10 included, unlimited extra
Connected integrations
50 accounts
Automation
Advanced + roles

Agency

For agencies and operators running a portfolio

$399/mo

Billed monthly · cancel anytime

Every business you run, one approval queue, no monthly cap on automatic work.

Start free trial

No credit card required. Cancel anytime. You keep your data and integrations.

Team members
25 included, unlimited extra
Connected integrations
Unlimited
Automation
Uncapped + roles

Starter

Team seats included
1 (you)
Businesses under one account
1
Scheduled or automated tasks
25 / mo
Approval workflow
Manual approval
Social, email & reply drafting
Research + proposal drafts
Basic
Content calendar + scheduling
Recurring workflows & auto-pilot rules
Extra seats beyond the included ones
Reusable workflow templates
Approval roles & team permissions
Task history
30 days
Support
Standard

Pro

Team seats included
3
Businesses under one account
1
Scheduled or automated tasks
150 / mo
Approval workflow
Advanced + auto-pilot rules
Social, email & reply drafting
Research + proposal drafts
Full
Content calendar + scheduling
Recurring workflows & auto-pilot rules
Extra seats beyond the included ones
Up to 10
Reusable workflow templates
Approval roles & team permissions
Task history
6 months
Support
Priority

Business

Team seats included
10
Businesses under one account
3
Scheduled or automated tasks
1,500 / mo
Approval workflow
Advanced + roles
Social, email & reply drafting
Research + proposal drafts
Full
Content calendar + scheduling
Recurring workflows & auto-pilot rules
Extra seats beyond the included ones
Unlimited
Reusable workflow templates
Approval roles & team permissions
Task history
12 months
Support
Priority

Agency

Team seats included
25
Businesses under one account
10
Scheduled or automated tasks
No monthly cap
Approval workflow
One queue, every business
Social, email & reply drafting
Research + proposal drafts
Full
Content calendar + scheduling
Recurring workflows & auto-pilot rules
Extra seats beyond the included ones
Unlimited
Reusable workflow templates
Approval roles & team permissions
Task history
12 months
Support
Priority

Start free for 7 days. Upgrade any time to unlock your plan’s full allowance, automations, integrations, and team features. No commitment during your trial. What a plan covers

Free plan
Where an account lands if the trial ends without a plan: 3 approved actions every 30 days, one connected integration, nothing deleted.

What a plan covers

Every plan carries a month of AI work. Everything you do with your own records is unmetered, so the only thing a heavy month can slow down is new drafting.

Uses your month of AI work

  • Drafting a quote, an estimate, or a material takeoff
  • Writing a customer reply, a follow-up, or a proposal
  • Posts, captions, and a content calendar written for you
  • Reading an invoice or a receipt you scanned in
  • Research on your market and your competitors
  • Reports and analysis of how the business is doing

Never touches it

  • Sending a quote or an invoice you already approved
  • Taking a payment and recording what came in
  • Jobs and appointments moving through the calendar
  • Reading, editing, and exporting your own records
  • Connecting a tool, and everything it syncs in
  • Adding people to the team and setting their access

Good to know

Open any question for the detail.

What are the plan limits?

Each plan includes a set number of seats, connected integrations, and scheduled tasks (see each card). Approval and automation capabilities also step up by plan.

What happens in a really busy month?

If you reach the end of a month's AI work, new drafting pauses and nothing else changes. Your data stays put, everything you already approved still runs, and your allowance refills at the start of the next billing cycle.

What do I get during the 7-day trial?

Enough AI work to put VERA through a real week of your own jobs, which is less than a paid month. Upgrade any time and your plan's full allowance and features unlock immediately.

How do I know how much I have left?

Your account header shows how much of the month is left, and the Usage page lists every job VERA has run and what it took. Nothing is spent without appearing there.

Frequently asked questions.

01

Does VERA practice law or give legal advice?

No. VERA works on the business side of your firm: scheduling, intake, onboarding paperwork built from your own templates, client status updates, billing, and marketing. It does not give legal advice, draft pleadings or contracts for filing, or make any judgment call that belongs to an attorney or paralegal.

02

How does this work with client confidentiality?

Honestly and narrowly. VERA reads only the systems your firm chooses to connect, and it produces drafts that a person at your firm reviews before anything is sent. It has no independent authority to disclose anything. We make no bar association or compliance certification claims, so review VERA against your own confidentiality and professional responsibility obligations, and connect only the systems you are comfortable sharing.

03

Will VERA contact my clients without permission?

No. VERA never sends a message, posts content, or charges a card on its own. It drafts everything and waits. Your staff approve, edit, or decline every action, and every action is logged.

04

Can it prepare engagement letters and intake packets?

It populates the templates your firm already uses with the client, matter, and fee details from intake, then routes the result for attorney review. The wording, the terms, and the decision to send all remain yours.

05

Can it handle consultation scheduling?

Yes. When a consultation request comes in, VERA drafts the reply, offers real open times from your calendar, and attaches your intake questionnaire. You approve before it goes out.

06

Can it chase unpaid invoices?

Yes. VERA ranks aging balances by age and amount and drafts a courteous reminder with a payment link for each. Nothing sends until someone at the firm approves it.

07

Can our whole staff use VERA?

Yes. Growth and larger plans include multiple seats, so your intake coordinator, office manager, and attorneys can review and approve work together.

Still have questions? Talk to us.

Not quite your business?

VERA is set up differently for every trade. Pick the one that fits yours.

Stop running the firm's front office after everyone goes home.

See how VERA takes hours of firm administration off your week, while your team approves every move and your attorneys keep every legal decision.

  • No credit card required
  • Your team approves every action
  • Cancel anytime