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FirmPilot

Miami, US · Founded 2023 · 55 employees on LinkedIn · 12 known investors

Find your way into FirmPilot

150 people in our graph share verified history with the FirmPilot team — schools, employers, funds. One of them is your warm intro.

Collinunlockedknows Jake Soffer, JD · together at WorkAmerica (overlapped)
×11knows the team · via Rensselaer Polytechnic Institute

FirmPilot provides AI-driven marketing software and services designed to help law firms acquire clients through search engine optimization and content strategy. The platform focuses on measurable lead generation and revenue growth rather than traditional marketing metrics.

Also known as FirmPilot AI, Inc

Founders & leadership

FirmPilot was founded in 2023 by Jake Soffer and Jake Soffer, JD.

JS
Jake SofferCEO & Founder
JSJake Soffer, JD
Jake Soffer, JDinFounderJake Soffer is founder and CEO of FirmPilot, an AI-driven marketing software platform for law firms. He previously founded Rollio, a voice and text AI assistant for Salesforce, and holds a JD degree; he also studied systems engineering and business management at RPI.

Board

JG
Jay GreenbergBoard director
CG
Collin GutmanBoard director
JK
Jacob KatzBoard director
JVJean-Luc Vanhulst
Jean-Luc VanhulstinBoard MemberInvestor at Valor Ventures

Investors · 12

Also in the syndicate · 2

EarlyLight VenturesSaaS Ventures

Reported raises · per SEC filings

Form D private placements

$17.1M disclosed across 3 of 7 rounds · 2023–2026

$11.5MraisedMar 2026 · 8 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Jay GreenbergDirector
  • Jacob KatzDirector
  • Dan EidellExecutive Officer
  • Ken HallDirector
  • Jake SofferExecutive Officer, Director
  • Collin GuttmanDirector
Offering amount
$15.6M
Amount sold
$11.5M
First sale
Mar 2026
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$5MofferedDec 2024 · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Jay GreenbergDirector, Promoter
  • Jean-Luc VanhulstDirector, Promoter
  • Jake SofferExecutive Officer, Director, Promoter
  • Collin GutmanDirector, Promoter
  • Jacob KatzDirector, Promoter
Offering amount
$5M
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$5MraisedApr 2024 · 6 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Jean-Luc VanhulstDirector, Promoter
  • Jake SofferExecutive Officer, Director, Promoter
  • Collin GutmanDirector, Promoter
Offering amount
$5M
Amount sold
$5M
First sale
Apr 2024
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗
Undisclosed amountofferedOct 2023 · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Jake SofferExecutive Officer, Director, Promoter
  • Collin GutmanDirector, Promoter
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$20KofferedJul 2023 · 1 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Steven WilliExecutive Officer, Promoter
  • Jake SofferExecutive Officer, Director, Promoter
  • Collin GutmanExecutive Officer, Director, Promoter
Offering amount
$20K
First sale
May 2023
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$510KraisedJul 2023 · 5 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Collin GutmanExecutive Officer, Director, Promoter
  • Steven WilliExecutive Officer, Promoter
  • Jake SofferExecutive Officer, Director, Promoter
Offering amount
$510K
Amount sold
$510K
First sale
Feb 2023
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Company profile

researched Aug 2026

FirmPilot operates an AI-powered legal marketing platform for law firms and services-based SMBs. Its patent-pending AI Legal Marketing Engine combines proprietary legal data with AI automation to create and publish practice-area content, optimize websites, manage paid search and Google Ads, handle local SEO, digital PR and link building, social media and Google Business Profile, and report performance through real-time ROI dashboards. Content is produced to rank in both traditional search engines and AI-driven answer engines such as ChatGPT (a capability the company markets as GEO, or AI search optimization).

The platform is organized around four components the company describes as Domain Expertise (a proprietary model drawing on cases, legislation and legal news), Competitive Blueprinting (crawling competitor marketing activity every 90 minutes to map SEO, GEO and ad opportunities), AI agent automation for continuous tasks such as 24/7 competitor monitoring and content calibration, and real-time reporting dashboards. FirmPilot serves multiple practice areas including personal injury, employment, family, estate and probate, criminal, immigration, business and bankruptcy law, and segments its offering across solo, small, and mid-to-large firms. The platform works exclusively with WordPress websites, and each client is assigned a dedicated success manager alongside the software.

Founding story

According to founder and CEO Jake Soffer, FirmPilot began with his brother, an attorney practicing in the competitive Miami market, who had hired four marketing agencies without generating cases. Drawing on Soffer's AI background, they experimented and concluded that search rewards legal content built with structure and intent rather than generic output; that system became FirmPilot. Soffer cites his brother's firm ranking first organically for "Miami Uber accident lawyer" as proof of the approach [3].

Business model

FirmPilot sells software-plus-service law firm marketing, positioning itself as a replacement for traditional agency retainers that cover blog writing, ROI tracking, ad management and backlink building. Clients are supported by a dedicated success manager, and the company also runs a partner program through which IT consultants, law firm advisors and other service providers can resell or refer its AI marketing solution to gain additional revenue [2][4].

The company positions its offering against monthly agency retainers and states that new clients save an average of $30,000+ per year on marketing, indicating a recurring subscription/service relationship; specific pricing is not disclosed [3][2].

Traction

The company reports 12,000+ leads generated for clients on its website and, as of the February 2026 funding announcement, tens of thousands of qualified leads for law firms across the U.S. with clients seeing 180%+ increases in case volume. Client testimonials cite 3-4x monthly lead volume growth (Steele Law) and 300% year-over-year lead growth (The Soffer Firm). Headcount was approximately 40 at the time of the Series A-1, with a target of roughly 70 by year end [0][2][3][5][6][7].

Latest developments

In February 2026 FirmPilot closed an oversubscribed $22M Series A-1 led by DeepWork Capital with significant investment from Data Point Capital and participation from Blumberg Capital, Thomson Reuters Ventures, Valor Ventures, SaaS Ventures and EarlyLight Ventures, bringing total funding to $27.25M. Approximately $15.55M was new equity, with previously issued convertible notes converting into the round. DeepWork partner Ken Hall joined the board. Proceeds are earmarked for a next-generation AI model 10x larger in training data (rollout to all clients expected by Q3 2026), integrations with case management and intake platforms to enable ROI attribution and revenue tracking, and hiring from about 40 to roughly 70 employees [5][6][7].

Full profile — market position, technology, go-to-market, geography, history, risks & controversies

Market position

FirmPilot describes itself as a leader in AI legal marketing, aiming to displace a fragmented market of traditional marketing agencies serving law firms. Investors characterize the legal marketing segment as underserved by technology [5][6][7].

The company contrasts itself with general-purpose AI tools and traditional agencies: a legal-specific AI engine trained on legal data rather than off-the-shelf ChatGPT output, continuous competitor intelligence, agentic automation, transparent real-time ROI reporting focused on qualified leads and case volume rather than vanity metrics, and a stated 96% client retention rate [0][2][7].

Technology

A proprietary AI stack layered on third-party foundation models — the CEO states the company uses OpenAI, Anthropic and other available models, with its differentiation in a data-manipulation layer built on top. The knowledge model has analyzed more than 5 million pieces of legal marketing content and draws on a proprietary database of 3,000+ relevant legal cases plus legislation and legal news. Competitive Blueprinting crawls competitor marketing activity every 90 minutes, and AI agents automate monitoring and content calibration. A next-generation model with 10x the training data is planned for rollout to all clients by Q3 2026, alongside integrations with intake and case management systems to ingest case value, profitability and outcome data [0][2][5][6][7].

Go-to-market

Direct sales via free consultations and demos, supported by content marketing (blog, ebooks such as "Outranking Competitors on Google in 6 Steps"), client success stories and testimonials from managing partners. FirmPilot also recruits channel partners through a formal partner program and is a certified Google Partner for ad management [0][2][3][4].

U.S. law firms ranging from solo practitioners to mid-size and larger firms across personal injury, employment, family, estate and probate, criminal, immigration, business, bankruptcy and general practice, plus services-based SMBs. The company cites a U.S. addressable base of 425,000+ law firms [0][5][6].

Geography

Headquartered in Miami, Florida, serving law firm clients across the United States, with plans to expand its Miami presence [3][5][6][7].

History

Company materials give a founding date of 2023 in the body of the funding announcement and 2022 in the accompanying boilerplate. FirmPilot released Version 2.0 of its application, described as a significant upgrade to the marketing platform with simplified marketing and advanced reporting. Earlier coverage notes the addition of Thomson Reuters and HubSpot to its cap table. In February 2026 the company closed an oversubscribed $22M Series A-1 led by DeepWork Capital, bringing total funding to $27.25M and adding DeepWork partner Ken Hall to the board; the CEO said acquisition interest from multiple parties was declined in favor of continuing to build [5][6][7].

Risks & controversies

The company's own materials give inconsistent founding years (2023 in the release body versus 2022 in the boilerplate). The platform depends on third-party foundation models from OpenAI and Anthropic and on search and AI-answer ranking algorithms it does not control, and works only with WordPress sites, requiring migration for firms on other systems. Reported performance figures such as 180%+ case volume increases, 12,000+ leads and 96% retention are company-stated and not independently verified [2][3][5][6][7].

Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.

Key figures

latest reported
Average annual marketing savings for new clientsJan 2026$30K
Client case volume increaseFeb 2026180%+
Client retention rateJan 202696%
Competitor crawl frequencyJan 2026Every 90 minutes
Employee target by year endFeb 202670 people
EmployeesFeb 202640 people
HeadcountAug 202655
Leads generated for clientsJan 202612,000 leads
Legal cases in proprietary databaseFeb 20263,000 cases
New equity within Series A-1 (remainder from converting notes)Feb 2026$15.6M
Pieces of legal marketing content analyzed by AI knowledge modelFeb 20265,000,000 documents
Total funding raised to dateFeb 2026$27.3M

Company-reported or press-reported figures, each dated to when it was claimed — not independently audited.

Competitors · 1

by search overlap

Companies competing with FirmPilot for the same Google search keywords, organic and paid, via search-intersection analysis.

Timeline · 3

launches, deals, and filings
Feb 2026
FirmPilot closes oversubscribed $22M Series A-1

FirmPilot announced an oversubscribed $22M Series A-1 led by DeepWork Capital with significant investment from Data Point Capital and participation from existing investors, bringing total funding to $27.25M.

$22M source ↗

Feb 2026
Ken Hall of DeepWork Capital joins board of directors

As part of the Series A-1 investment, DeepWork Capital Partner Ken Hall joined FirmPilot's Board of Directors.

source ↗

Jan 2026
FirmPilot releases Version 2.0 of its AI marketing application

FirmPilot announced the release of a new version of its application, described as a significant upgrade providing simplified marketing and advanced reporting.

source ↗

Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.

Research sources · 8

primary sources listed

8 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does FirmPilot do?
FirmPilot is a Miami-based AI legal marketing platform that runs SEO, GEO, ads and content programs for law firms.
Who founded FirmPilot?
FirmPilot was founded by Jake Soffer, Jake Soffer, JD in 2023.
Who are FirmPilot's investors?
FirmPilot's investors include Blumberg Capital, Data Point Capital, HubSpot Ventures, DeepWork Capital, Saas Ventures, L.L.C., Connexa Capital, Early Light Ventures, LegalTech and 2 more.
How much funding has FirmPilot raised?
FirmPilot has disclosed $17.1M raised across 3 of its 7 known rounds.
Where is FirmPilot headquartered?
FirmPilot is headquartered in Miami, US.