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Marco Reid Legal

The operating system
for your legal practice.

Stop switching between seven different tools. Marco Reid Legal replaces your case management, billing, trust accounting, document drafting, court calendaring, client communication, and legal research — with one login, one platform, and one bill.

app.marcoreid.com

Good morning, Sarah

Wednesday, March 31 · 3 deadlines today

⌘K

Active matters

24

Hours this week

32.5

Revenue (MTD)

$47,200

Trust balance

$128,400

Today’s deadlines

Rodriguez — H-1B Filing

I-129 due today

9:00 AMURGENT

Thornton Corp — Acquisition

Due diligence review complete

2:00 PM

Chen — Employment Contract

Client sign-off meeting

4:30 PM

The problem

Lawyers are drowning.

The average attorney spends more time on admin than on actual legal work. Westlaw in one tab. Clio in another. Email in a third. Billing software somewhere else. Trust accounting in a spreadsheet. Client calls falling through the cracks. Court deadlines tracked on sticky notes.

You didn’t go to law school for this. You went to practise law. Marco Reid gives you your profession back.

0h

saved per week, per attorney

$0

billing capacity recovered weekly

0

platform replaces everything

How it works

A day on Marco Reid Legal.

8:00 AM — You open your dashboard

Your morning briefing. No clicking required.

What needs my attention today? Three deadlines. Five unread messages. Two documents waiting for signature. Revenue this month: $47,200. The Rodriguez H-1B filing is due today — it’s already flagged urgent. You know everything before your coffee is cold.

9:30 AM — Drafting a contract

Research without leaving your document.

You’re drafting a non-compete clause. Not sure about California’s standard. You hit  ⌘K  — Marco slides in from the right. You type your question. Three verified cases in under 3 seconds. You click “Insert citation.” It drops into your document at the cursor, formatted correctly, verified. Total time: 25 seconds. On Westlaw, that’s 5 minutes and your flow is destroyed.

11:00 AM — Between meetings

Bill by speaking. Ten seconds.

“Log four point five hours on the Rodriguez H-1B matter. Preparation and filing of I-129. Today’s date. Standard rate.” Done. Time entry created, matter tagged, date set, rate applied. No forms. No clicking. No typing. Marco Reid Voice understood every word.

2:00 PM — Client wants an update

Your client already has the answer.

Rodriguez wants to know his visa status. He doesn’t call you. He doesn’t email you. He opens his client portal: “Your visa application was filed on March 15. USCIS processing time is currently 8–14 months.” Documents filed. Invoice history. Secure message thread. He has everything. You saved 30 minutes. Multiply that by 10 clients a day.

3:30 PM — You need a CPA’s input

Lawyer meets accountant. Inside the platform.

The Thornton acquisition needs a tax opinion. You open the matter, click “Involve accounting professional,” find the CPA by name, and share the relevant documents with a message. The CPA gets a professional notification, views the shared matter, and responds. If they’re already on Marco Reid, this takes 30 seconds. If they’re not — the invitation is the hook that brings them onto the platform. Every collaboration is a growth event.

5:00 PM — End of day

Every conversation. Every document. One record.

Every message is threaded by matter, not by sender. Timestamped. Permanently archived. End-to-end encrypted for attorney-client privilege. Any conversation can be exported to a formatted email or PDF in one click. Read receipts so you know when clients have seen important messages. File attachments inline. The complete record of every interaction, searchable, auditable, and legally defensible.

Company incorporation — multi-jurisdiction

Your client wants to set up a company. You say the word.

The client specifies where they’ll operate and what the business does. Marco — Legal and Accounting simultaneously — recommends the optimal entity type per jurisdiction, analyses tax implications across all countries involved, recommends an asset protection structure, identifies legal vulnerabilities, generates all formation documents pre-populated with client data, routes them for e-signature, and e-files with government agencies.

Then it tracks every ongoing compliance requirement automatically — annual returns, tax filings, regulatory reporting. The client stays on the platform permanently. No other tool can do this because no other tool has both AI legal and AI accounting research on the same platform.

Depositions

Pre-trial testimony. Reinvented.

Schedule depositions inside the platform. Record video built-in or via Zoom. Marco Reid Voice transcribes the entire deposition in real time — legal vocabulary, speaker identification, timestamps. Pull up exhibits from the matter files instantly. Query Marco mid-deposition to check a citation the witness mentions. AI generates a structured summary with key testimony, objections, and action items. Every word searchable, linked to the matter, timestamped to the video. Opposing counsel gets access through the platform — another hook.

Replaces the $300–$500/day court reporter. Better accuracy. Instant delivery.

Courtroom technology

The courtroom goes digital. And it runs on Marco Reid.

Electronic filing with courts where APIs exist. Real-time courtroom transcription via Marco Reid Voice. Digital exhibit management on iPad or laptop. Court-rules calendaring that auto-calculates every downstream deadline. Judge analytics showing ruling patterns, motion grant rates, and sentencing trends. And Marco available on your iPad mid-hearing — verify a citation opposing counsel just raised in 3 seconds. That is a superpower in a courtroom.

When a court uses Marco Reid for filing, every attorney who appears in that court needs Marco Reid. The court becomes the hook.

Everything included

One platform. One login. One bill.

Case management

Full matter lifecycle, deadlines, tasks, documents

Trust accounting

IOLTA-compliant client trust account management

Court-rules calendaring

File once, every downstream deadline auto-calculated

Document AI

Draft, review, and edit — replaces Word entirely

Billing & time tracking

Hours, rates, invoices, Stripe payment collection

E-signatures

Sign documents without leaving the platform

Legal forms library

Every court form, AI pre-populated from matter data

Client portal

Secure document sharing, messaging, and status updates

Instant messaging

Matter-centric, encrypted, archived, exportable

Email integration

Gmail and Outlook inside Marco Reid with Oracle access

Scheduling & meetings

Calendar sync, Zoom links, post-meeting AI summaries

Marco

AI legal research with citation verification, inline everywhere

Company incorporation

Automated entity formation — LLC, Ltd, C-Corp — with AI-populated documents and e-filing

Conflict checking

Automated conflict of interest detection across all matters and parties

Depositions

Video, real-time AI transcription, exhibit management, and AI summaries

Courtroom e-filing

Electronic filing with courts where APIs are available

Judge analytics

Ruling patterns, motion grant rates, sentencing trends by judge

IP law (Oracle)

Patent search, trademark analysis, copyright, trade secrets via Oracle IP

Immutable audit trails

Cryptographically signed, append-only logs. Courtroom-admissible evidence chain

FIPS 140-3 encryption

Federal court standard encryption for all data at rest and in transit

Chain of custody

Complete tracking of every document: who created, accessed, modified, when, from where

Deposition video sync

Transcript synchronised frame-by-frame with video. Click text, jump to moment

Evidence viewer

View, annotate, and redact documents as evidence. Court-ready presentation

Digital signatures

Legally binding e-signatures meeting ESIGN Act, NZ and AU electronic transaction law

AI Disclaimer

This content is generated by AI for research and informational purposes only. It does not constitute legal advice, tax advice, or professional advice of any kind. It does not create an attorney-client or accountant-client relationship. Always verify AI-generated content with a qualified professional before reliance. Marco Reid is a tool for professionals, not a substitute for professional judgment.

Your entire practice.
One platform.

From first client contact to final invoice. Nothing else required.