The Operating System for Firms That Bill by the Hour
One connected system running your intake, documents, pipeline, and client communication, built for law firms, financial firms, tax practices, and mortgage brokers
Every client your firm will ever have moves through the same four moments
The OS puts one tool on each moment, and connects all four
AI Client Intake & CRM Automation
The front door of the system, and it is already built and running. Every inquiry is answered in seconds, at any hour, on your website today and across email, WhatsApp, SMS, Messenger, and Instagram as they are switched on. The AI qualifies each person, captures the details that matter to your kind of firm, books a real appointment slot from live availability, and lands the whole conversation on a real-time operations dashboard, with its reasoning attached.
- ✓ Live now: chat with the working demo and watch the lead appear on the dashboard
- ✓ Books real slots in the chat, the same slot can never be double-booked
- ✓ Every lead arrives with the full conversation and the AI reasoning behind it
- ✓ Sensitive or complex cases hand off to a human, with the team alerted instantly
- ✓ Follow-up nudges, spam protection, duplicate detection, and a full audit trail built in
AI Lead Qualification & Pipeline Management
The control tower. Every inquiry is scored before it reaches a decision maker, hot leads trigger instant alerts, and everything in motion sits in one live pipeline with its stage. Leads that are not ready are kept warm automatically until they are. The firm finally sees itself working.
- ✓ Scoring tuned to the work you actually want
- ✓ Instant alerts on high-value prospects
- ✓ One pipeline instead of scattered inboxes
Document Generation & Review Automation
The paperwork engine. Engagement letters, proposals, organizers, and application packs are drafted from the client record, and missing documents are chased until the file is complete. Every client-facing document waits for a human signature before it moves.
- ✓ First drafts in minutes, not afternoons
- ✓ Document chasing runs itself
- ✓ Nothing sent without human sign-off
AI Client Communication & Status Automation
The relationship keeper. Clients get updates at every milestone and reminders before every deadline and renewal, without anyone drafting them. Sensitive messages route to a person first. The client who felt informed is the client who comes back.
- ✓ Milestone updates written and sent automatically
- ✓ Deadline and renewal reminders on schedule
- ✓ Sensitive messages routed to a human first
The Capture stage is live. Try it right now
The intake system below is not a mock-up. It runs as Rivergate Mortgages, a demonstration firm. Chat with it, book a real slot, then open the dashboard and watch your own conversation arrive, scored, with the AI reasoning attached. Your build is configured the same way, for your firm
What working with Orca Edge actually means
A team, not a tool
You are not buying software licences. You are adding an operations function, designed, built, and run for your firm, without a hire
A monthly service
The OS is delivered as a managed retainer: the build, the monitoring, the improvements, and the support are all part of the same engagement
Your pace, your control
Start with one tool or the full system. Expand when the results earn it. Your professionals keep sign-off at every step
Start with the leak, not the pitch
A free manual audit shows exactly where your firm loses hours and which tool to build first. Delivered within a day. No obligation