ChosenCRM — multi-tenant operating software
A production SaaS product built and operated by the founder and BCA technical team: intake, routing, permissions, workflow, and release discipline.
Read the recordIndustries · Law firms
Faster intake and cleaner documents, with the attorney still deciding.
Be Chosen Agency builds intake, conflict-check routing, document assembly, and client document workflows for law firms with 10 to 200 staff. Automation gathers and drafts; attorneys review and decide.
Where the hours go
The work around the work.
These are the tasks that eat staff time at Law firms without anyone deciding they should.
- 01
Intake and conflict checks
Inquiries arrive by phone, web form, and referral. Names are re-typed into the conflict search, and a promising matter waits while someone finds the time.
- 02
Document assembly
Engagement letters, routine pleadings, and standard agreements are built by copying last month's version and hoping every field was changed.
- 03
Client document collection
Paralegals chase clients for records over email, then rename and file every attachment by hand.
- 04
Matter status questions
Clients call for updates that live in an attorney's head or a case-management note they cannot see.
- 05
Deadline and task follow-through
Tasks that come out of a hearing or a call depend on someone remembering to enter them.
What BCA builds
Automations sized for Law firms.
Each one is a bounded, fixed-price build on the tools you already use, with a person approving anything that reaches a client.
Intake routing with conflict data captured up front
One intake form that collects every party name the conflict check needs, routes by practice area, and queues the matter for a person at the firm to clear.
Automation SprintDocument assembly from your templates
Your own templates turned into guided forms with clause logic, so routine documents are assembled consistently. An attorney reviews every document before it leaves the firm.
Automation SprintSecure client document requests
Checklists per matter type, secure upload, automatic reminders, and files named and filed to your structure.
Automation SprintAI intake summaries
An assistant that turns intake notes into a structured summary for the reviewing attorney. It does not assess the merits, give advice, or contact anyone.
Automation SprintMatter dashboard
Open matters by stage, owner, and next date, drawn from the case-management records you already keep.
Automation SprintFirm AI use training and policy draft
Hands-on training for attorneys and staff, and a draft acceptable-use policy for the firm's leadership to review and adopt.
AI Training for Teams
How it starts
One workflow first. Fixed price. Your accounts.
AI & Automation Workshop
A half or full day with your staff to map the workflows above and pick the first one to fix, with a written scope and fixed price.
Automation Sprint
Two to four weeks to build, test with your people, and launch, delivered in weekly slices.
Support Retainer or AI Training
Keep it working and improving, and teach the team to use it and AI tools safely.
Confidentiality and AI are the firm's call
Lawyers' duties of competence and confidentiality apply to the tools they use, and ABA Formal Opinion 512 (2024) addresses generative AI specifically. BCA is not a law firm and gives no legal advice. It builds inside the systems and settings the firm approves, keeps conflict decisions with the firm, and uses sample data until the firm approves a path for client files.
Why Be Chosen Agency
A small firm that builds carefully, and says what it does not do.
The same delivery rules BCA uses for federal work apply to every commercial build.
Veteran-owned, founder-led
Be Chosen Agency is an SBA-certified Service-Disabled Veteran-Owned Small Business. Teton Wilson, a U.S. Air Force veteran, scopes the work, leads the build, and signs the handoff.
Security-minded by default
Builds live in accounts your firm owns, with the least access the work needs, and every account and permission is listed at handoff. BCA holds no SOC 2 report or ISO certification, so it works inside the controls you already run.
Bounded AI, human review
Each AI function does one named job and stops for a person to approve before anything reaches a client or a file. Prototypes use sample or synthetic data until you approve real records.
Local to the Valley
Based in Peoria, in the Phoenix metro. Workshops and training can run at your office, and build work runs on Arizona time.
Evidence
What we can show, labeled for what it is.
Each record says what it proves and what it does not. Full records and their boundaries are on the past performance page.
Owned-system evidence Owned-system evidence Mission Control — capture and operations system
An internal system BCA built to run its federal capture pipeline, source coverage, portal-access records, and gated workflows with human approval.
Read the record
FAQ
Questions Law firms ask
Plain answers on what can be automated, how client data is handled, and where people stay in charge.
Can law firm intake and conflict checks be automated?
- Partly. Be Chosen Agency builds intake forms that collect every party name a conflict check needs, route the inquiry by practice area, and queue the matter for review. A person at the firm runs and clears the conflict check and decides whether to accept the matter; the automation only gathers and routes the information.
What is document assembly and how does Be Chosen Agency build it?
- Document assembly turns a firm’s own templates into guided forms with clause logic, so engagement letters, routine pleadings, and standard agreements are produced consistently. Be Chosen Agency builds assembly on the firm’s templates and tools, and an attorney reviews every document before it leaves the firm.
Is it ethical for a law firm to use AI tools?
- Lawyers may use AI tools, but their duties of competence, confidentiality, supervision, and reasonable fees still apply; ABA Formal Opinion 512 (2024) addresses generative AI directly. Be Chosen Agency is not a law firm and gives no legal advice. Each firm decides how those duties apply, and Be Chosen Agency builds within the settings the firm approves.
Will client files be used to train an AI model?
- Be Chosen Agency does not use client files for prototypes. Any AI function that touches client material runs only with a provider, data-retention settings, and access boundary the firm approves in writing, and the access record delivered with the build lists every tool and permission involved.
Does a law firm need new case-management software to automate?
- Usually not. Be Chosen Agency connects intake, document assembly, and client document requests to the case-management and document systems a firm already uses where they offer an integration. Replacing a case-management system is a separate project with its own scope.
Next step
Tell us which workflow costs your firm the most time.
A paragraph is enough: the work, the tools you use, and who does it today. Expect a written reply within two business days with a suggested first step.