GrowthOSCommercial operating system One by one to a glance
The team used to sort client records by hand, one by one, and now a glance is enough.
The ask
Cascione is one of São Paulo's top law firms. Its partners are senior and busy. They do not have the time or the energy to feed a CRM, and every firm that has tried ended with a dead database. So we built a CRM that keeps itself. The gold, who each partner knows and what they are worth to the firm, lived only in their heads. HomoDeus announced the partnership on 1 September 2026.
The firm's best people were never going to type into a CRM.
The record
Everything the firm knew about its clients was scattered across calendars, inboxes, call recordings and spreadsheets, and none of it talked. GrowthOS reads it all and hands each partner a one-page brief every morning, five minutes before the day starts, on every client they are about to see.
The risk
The hard part is trust, not the AI. One made-up fact in front of a senior partner and they never open it again. And a law firm keeps walls between clients that can never be crossed.
Every line traces back to where it came from.
Sourced
Every suggestion points to the real email, meeting or document behind it, so a partner can trust it at a glance. The agent proposes; a person always decides.
The walls hold
A client a partner is walled off from simply never surfaces for them. The barrier is enforced before anything is pulled, not patched on afterward.
Proven on real cases
It is proven on the firm's own Portuguese legal work, not a polished demo, before a single suggestion reaches a partner.
“Having this AI suggestion, with this level of confidence, already makes our work much easier. [...] You practically just glance at it and see whether it is right or not. Before, we had to pick by hand, one by one, and that was a huge amount of work.”
The partner never logs anything. The record builds itself.
A voice note becomes a qualified lead.
Intake
A new matter can land as a WhatsApp voice note. The system transcribes it, works out who and what it is, finds the people on LinkedIn, and files the company under its real name so no client is ever created twice.
“It got a name wrong, but it just fixed it. Incredible.”
One place
Inbound requests, proposals, follow-ups and conversion all live in one place the partners never have to touch, built from the work they were already doing.
The whole book
The firm's own system of record, 3,300 clients and their receivables, feeds in every day, so the brief knows the full relationship and not just the last email.
“Wow, this came out really well.”
Now the agents move into the legal work itself.
Fee proposals
The first to launch. A partner hands it the client's email, a call transcript or a WhatsApp message. The agent searches the firm's precedents, picks the scope, the fee model and the exclusions, asks only for what is missing, and returns the proposal on the firm's letterhead.
The draft consolidator
On a FIDC, a CRI or a debenture, every institution comments on its own copy, and rarely on the latest one. This agent keeps one living master draft, takes each comment in whatever form it arrives, keeps it under its true author, puts conflicts side by side for the call, checks them against CVM and ANBIMA rules, and proves by hash that the version circulated is the version agreed.
The deal tracker
A structured deal runs on email: lenders, borrowers, trustees and controllers trading documents all day. This agent joins the working group list, reads every thread and keeps the checklist, the open items and the document versions current. When a thread goes quiet before closing, it tells the partner.
Support
When someone at the firm reports a problem, an agent picks it up, tries the fix and hands the rest to an engineer, while a second agent grades every fix.
What comes next
A secretary agent for each partner, and a hub that coordinates the rest, so a partner asks one place and reaches every agent the firm runs.
The team used to check every record by hand. Now the agent proposes each match and a person confirms it at a glance.
The relationships that lived in the partners' heads and inboxes surface as pipeline on their own, the firm's best instincts working while they sleep.
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