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Law Firms
Client intake, document routing, deadline tracking, billing follow-up — your team does this manually because "that's how we've always done it." That's expensive.
Your associates shouldn't spend billable hours on data entry. Your paralegals shouldn't chase clients for documents. Your intake process shouldn't lose leads because nobody followed up fast enough.
A potential client calls or fills out a form. Someone has to call them back, collect information, run a conflict check, enter it into your case management system, and schedule a consultation. If any step is slow, the lead goes cold.
Every case generates documents that need to be reviewed, organized, indexed, and stored. Associates and paralegals spend hours on tasks that don't require legal judgment — just processing.
Time entries are late or incomplete. Invoices go out late. Follow-up on unpaid invoices is inconsistent. You're leaving money on the table because the billing process has too many manual steps.
Statute of limitations, filing deadlines, discovery cutoffs, court dates — these are tracked in calendars, spreadsheets, or someone's head. One miss can be catastrophic.
From first contact to consultation — automated qualification, conflict checks, document collection, and CRM routing. No leads fall through cracks.
AI-powered document review, extraction, classification, and summarization. Reduce the time associates spend on document-heavy tasks.
Automate the operational workflows that keep your firm running — scheduling, billing, follow-up, and internal communication.
Give clients self-service access to their case status, documents, invoices, and secure messaging — reducing phone calls and emails to your staff.
Real workflows, end to end — trigger, process, outcome.
Trigger
Potential client submits website intake form
Process
Auto-acknowledge → conflict check → if clear, schedule consultation → send document request → create matter in CMS → assign to attorney
Outcome
Lead response time drops from hours to minutes. Qualified prospects get a consultation on the calendar before they call another firm.
Trigger
New court filing received
Process
Document scanned → AI extracts deadlines, parties, requirements → calendar events created → responsible attorney notified → tasks generated
Outcome
Every deadline is captured, calendared, and assigned within minutes. No manual entry, no missed dates.
Trigger
Monthly billing cycle begins
Process
Incomplete time entries flagged → reminders sent to attorneys → draft invoices generated → review queue created → approved invoices sent automatically
Outcome
Invoices go out on time. Attorneys get reminded before billing closes. Collection follow-up is automated.
Sovereignty means integrating with the tools you already run — not making you replace them.
Every engagement ends with your team able to run and extend the systems. Training covers:
Book a free 30-minute discovery call. We'll tell you honestly what's worth automating in your operation — and what isn't.
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