RileyManaged Legal Operations
by Plexus Commercial Group

AI-powered managed legal operations · Texas

Cases are won in the courtroom. Firms are won in operations.

Riley is managed legal operations for law firms — a new kind of team member who takes responsibility for intake, follow-up, document handling, client communication and reporting. AI does the repetitive work. Trained people keep the judgment.

We don’t hand your firm another platform. We take responsibility for defined workflows, measure performance against agreed service levels, and improve them as your firm grows.

90-day minimum engagement · Firm-approved workflows · Human escalation built in

One Friday night, handled.Illustrative timeline
  1. A rear-end collision victim calls three firms from the ER waiting room. Two don’t answer.

  2. Riley answers on the first ring — takes the facts and treats the caller with the responsiveness and care expected from the firm.

  3. Qualified under the firm’s approved criteria; consultation booked for Monday 10:00 AM. Confirmation text sent.

  4. Intake summary, source attribution and next steps logged for the intake team’s review.

  5. Your team walks in to a reviewed, ready pipeline — not a voicemail box.

The problem

Hiring adds capacity. Better operations make it compound.

Good people are the capacity a firm grows on. But even the best hire inherits the firm’s operating system — and when that system leaks leads, buries documents and runs on memory, new capacity gets absorbed by old drag.

Riley removes repetitive work, closes workflow gaps and gives your team the systems to handle more cases without creating more administrative drag — so the people you hire, and the ones you already have, produce more of what actually requires them: conversations, strategy, client relationships, legal judgment and negotiation.

  • Leads still go unanswered after hours
  • Follow-up remains inconsistent
  • Staff re-enter the same information again and again
  • Documents are manually reviewed, renamed, summarized and routed
  • Case updates depend on individual employees remembering tasks
  • Attorneys spend time checking work and chasing status
  • Management lacks reliable performance data
  • Growth just creates more administrative burden

The drag better operations remove

What Riley owns

Functions, not features.

Riley doesn’t hand your firm more software to manage. Like your best hire, Riley takes responsibility for clearly defined operational workflows — working alongside your staff, inside your existing systems, accountable to agreed service levels and operating metrics.

01

Intake & lead conversion

  • 24/7 AI-assisted phone and web intake
  • Warm transfer for qualified or urgent inquiries
  • Missed-call recovery and immediate text and email follow-up
  • Consultation scheduling and unconverted-lead sequences
  • Referral-source tracking and conversion dashboards
02

Document & case workflow

  • Document collection, naming, organization and routing
  • Medical-record organization and chronology preparation assistance
  • Records-request, deadline and task monitoring
  • Demand-package workflow support
  • Status alerts and exception reporting
03

Client communication

  • Automated status updates and reminders
  • Frequently-asked-question handling
  • Communication routing and escalation of sensitive matters
  • Multilingual intake and routine communication support
04

Management & reporting

  • Lead-source and marketing attribution
  • Intake conversion and caseload dashboards
  • Backlog and staff-workload visibility
  • SOP creation, enforcement and quality-control reviews

What “ownership” means in every engagement

  • Defined workflows
  • Firm-approved rules
  • Human escalation points
  • Service levels
  • Operating metrics
  • Monthly improvement targets

Scope is chosen per firm during the bottleneck review — engagements begin focused and expand as value is proven.

Live demonstration

Don’t take our word for it. Ask Riley.

This is Riley, live — the same teammate your callers would meet at 9:41 PM on a Friday. Ask her how she’d handle your intake, your follow-up, your reporting.

AI demonstration · Not legal advice · Sensitive matters route to humans

RileyAI · Demonstration

I’m Riley — think of me as the operations teammate your firm hasn’t been able to hire. I work intake, follow-up, documents and reporting, right alongside your staff. What’s slowing your firm down?

How it works

Ninety days to a different operation.

Days 1–14Audit

Intake, case-management, document, communication and reporting workflows — where revenue and time leak.

From day 1Baseline

Performance measured before anything changes, so results are provable — not claimed.

Weeks 3–8Build & integrate

The highest-value systems, connected to the firm’s existing software, with safeguards and human review built in.

Weeks 6–10Train

Attorneys, managers and staff — SOPs and accountability systems inside the existing operation.

OngoingMeasure & improve

Results monitored, problems corrected, the next operational improvements identified.

What the first 90 days produce

By day 30
  • Workflow and leakage baseline
  • Response and follow-up rules
  • Service-level targets
By day 60
  • Priority workflows operating
  • Integrations and escalation paths
  • Staff training and quality checks
By day 90
  • Measured performance review
  • Bottlenecks removed or reduced
  • Expansion roadmap and ongoing scope

Measured on operating metrics — response time · leads contacted · intake completion · consultations scheduled · follow-up completion · documents processed · turnaround time · staff hours returned to higher-value work

Then Riley stays.

After the first 90 days, Riley remains the firm’s recurring AI and operational partner — monitoring systems, assuring intake quality, reviewing exceptions, retraining staff and building the next workflows. We do not install automations and disappear.

And grows as you grow.

Engagements begin with one focused function and expand as value is proven. The working standard is simple: add more value than the engagement costs, measure it, and take on more as the firm scales.

Human in the loop

Automation handles the repetitive work. Your people keep the judgment.

Every sensitive workflow Riley builds includes safeguards, escalation rules and human review. Urgent and sensitive matters route to people. Exceptions are reviewed, not buried. Quality is audited continuously — because an intake system is only as good as the cases it treats correctly.

riley.legal is not a law firm and does not provide legal services. Riley does not replace attorneys, legal judgment, or work that must be performed by a licensed professional.

Who it’s for

Built for Texas firms that live on intake.

Riley’s strongest fit is plaintiff-side and personal-injury practices, where every missed call can be a valuable lost case and intake speed materially affects conversion.

Family, immigration, estate, criminal-defense and commercial-litigation firms also apply — the value case is modeled to each practice’s billing model, never assumed.

  • Meaningful inbound lead volume, including nights and weekends
  • Staff hours going to repetitive administrative work
  • Medical records and documents creating processing bottlenecks
  • Case progress that depends on consistent follow-up
  • Currently hiring intake, case-management, paralegal, billing or operations roles
  • An owner or managing partner still deep in daily operations
  • Growth ambitions — without letting service quality slip

Who’s behind Riley

Built by an operator, not a software vendor.

riley.legal is a product of Plexus Commercial Group LLC, founded by Philip M. Aguilar — a Texas entrepreneur and operator with more than 24 years of experience building companies and revenue organizations, more than $100 million in collected sales personally closed, and 15 companies helped scale from six figures to multi-seven figures. His real estate work included more than 20 courthouse transactions alongside attorneys.

The systems Riley runs inside law firms come from that operating discipline: find what creates value, remove what obstructs it, make the result repeatable. About Plexus Commercial Group

Common questions

Direct answers.

What is riley.legal?

AI-powered managed legal operations, a product of Plexus Commercial Group LLC — an operations company that works for law firms, not a law firm itself. Firms don’t buy software — Riley takes ownership of operational functions such as 24/7 intake, follow-up, document and case workflow, client communication and reporting, runs them with AI systems and human-in-the-loop oversight, and expands its scope as the firm grows.

Is Riley a chatbot or a software subscription?

No. Riley works directly with your firm to identify bottlenecks, build the systems, integrate them into your existing workflow, train your staff, monitor performance and keep improving the operation over time.

Does Riley replace attorneys or staff?

No. Riley improves the operating system around your people. Automation takes the repetitive work; your team keeps the conversations, strategy, client relationships, legal judgment and negotiation.

How do engagements work?

The minimum engagement is 90 days: audit, baseline measurements, build and integration, training, and monitored results. After that, Riley remains your recurring AI and operational partner — starting with one focused function and expanding as value is proven.

Who conducts the bottleneck review?

Philip M. Aguilar, personally — the founder of Plexus Commercial Group LLC, one-on-one with you. He has spent more than 24 years operating companies, personally closed more than $100 million in collected sales, and helped scale 15 companies from six figures to multi-seven figures. You are not handed to a sales rep.

What does it cost?

Pricing follows scope — what Riley owns and the measurable value created — and is confirmed after the bottleneck review, not assumed from public information. The review determines whether a 90-day engagement is worth exploring before anything is proposed.

The next step

A 30-minute bottleneck review — one-on-one with the founder.

This is not a demo call with a sales rep. Your review is conducted personally by Philip M. Aguilar — founder of Plexus Commercial Group LLC, an operator with more than 24 years building companies, more than $100 million in collected sales personally closed, and 15 companies scaled from six figures to multi-seven figures.

In 30 minutes, he identifies where leads, staff time or case momentum may be leaking — with your numbers, not assumptions:

  • Where the firm is losing leads or time
  • Which workflows should be automated
  • Which workflows require human judgment
  • What Riley can realistically own
  • What improvements can be measured
  • Whether a 90-day engagement is worth exploring

The comprehensive operational audit is the first stage of the 90-day engagement itself — the review determines whether it’s worth starting.

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Conducted personally by Philip M. Aguilar

Review requested.

Philip reviews every request personally. Keep an eye on your phone — you’ll hear from us shortly.