Pilot program open

Make your firm’s expertise a service.

Cove Xchange packages what your firm knows — knowledge, precedents, AI-assisted reviews, guided workflows and access to your people — into a secure, firm-branded service your clients subscribe to.

  • Your brand, not ours
  • Answers grounded in your own work
  • A person when it matters

Firm-owned

Your brand, your clients, your terms.

Grounded

Drawn from your precedents and playbooks.

Human in the loop

Questions reach your people when they should.

Commerce built in

Plans, entitlements and billing under your brand.

The shift

From billable matters to a service clients live in.

Today a firm’s expertise reaches clients one matter at a time. Client Service Exchange makes it continuous: a secure space, in your firm’s brand, where clients get your knowledge, run AI-assisted document reviews grounded in your playbooks, keep on top of their obligations, and reach your people when they need to — all on a subscription.

What clients get

Everything your clients need from you, in one place.

Knowledge and news

Your articles, guides and updates, surfaced by what matters to each client.

Answers grounded in your work

Ask a question and get an answer drawn from your precedents and knowledge — not the open internet.

Documents reviewed on the way in

Upload an agreement and it is matched to your standard form and reviewed against it.

Every obligation on a calendar

Recurring deadlines, each with the playbook, templates and prior documents needed to start.

A person when it matters

Escalate to your people in-thread, from the question that raised it.

Plans that fit

Free, premium and one-off services with entitlements you define.

Why now

Your clients want self-service. Your firm should own it.

AI can now deliver expertise as software — review against a playbook, drafting from a precedent, answers from a firm’s own knowledge. Clients increasingly expect to help themselves. The question for a firm is no longer whether to offer a digital service, but whose platform owns the client relationship when it does. With Cove Xchange, it’s yours.

How it works

From your expertise to a live service in three steps.

  1. Package your expertise

    Bring your precedents, playbooks, knowledge and services. We configure them into plans and practice areas.

  2. Launch under your brand

    Your domain, your look, your name on every screen and invoice. Clients sign up to your service.

  3. Grow a recurring relationship

    Clients use it every day; the right questions reach your people; revenue recurs instead of resetting with each matter.

Cove Legal

Built first for law firms.

Cove Legal is Client Service Exchange configured for law firms — practice areas from charities and not-for-profits to employment, privacy and corporate governance, delivered as services your clients subscribe to.

Next: accounting and advisory firms, and town planning.

Be one of the first firms on Cove Xchange.

The pilot program is open. Tell us about your practice and we’ll show you what it looks like as a service.