Less admin. More room for legal work.
Connect intake, documents, client communication and follow-ups into workflows that remove repeat work—while your team stays in control of the decisions that matter.
No autonomous legal decisions. No black-box AI. A workflow built around your firm’s rules and people.
From enquiry to handoff, without the retyping.
Rules for repeatable steps. AI for language-heavy work. People for legal judgment.
Work often slows down between the legal tasks.
A slow handoff, a missing document or a follow-up buried in an inbox can create work for the entire team. These are the patterns worth looking for first.
The same information gets entered twice.
Website forms, shared inboxes and referrals are handled in separate places, so staff copy details into another system and reconcile records manually.
Important reminders depend on memory.
Document requests, routine client updates and next-step reminders compete with urgent legal work and can become inconsistent.
No one can see what should happen next.
Tasks lack an owner, files arrive incomplete, or the next step lives in a person’s inbox instead of a shared workflow.
Automation won’t fix a process nobody has mapped. Start with where work slows down, then automate only what is repeatable and well understood.
Automate the work that repeats—not the decisions that matter.
We connect predictable rules, structured information and AI-assisted language tasks where they improve an actual process. Start with the work your team already repeats.
Client enquiry intake
Bring website enquiries and approved inboxes into one record, acknowledge receipt, flag missing details and route the enquiry for staff review.
Document collection
Send approved checklists and reminders, track which items have arrived and surface incomplete submissions without silently assuming information.
Document organisation
Rename, sort, index or extract proposed fields from incoming files so staff can review the information without starting from an empty record.
Matter setup & task handoffs
Use approved triggers to create task checklists, assign owners, update connected systems and record where the workflow has reached.
Routine client communication
Prepare draft acknowledgements, meeting reminders and status updates from approved templates—with review and escalation rules for exceptions.
Administrative summaries & billing support
Prepare internal summaries, organise time-entry prompts or flag incomplete billing records. Staff verify the underlying facts before action.
From a new enquiry to a clear handoff.
Select a stage to see where automation can help, where AI may assist, and where a person stays in control. This is an illustrative workflow—not a live system.
Capture the enquiry once.
Bring messages from approved entry points into a consistent intake record so staff are not retyping the same information across tools.
- ✓Record the message, contact details and enquiry source.
- ✓Send an approved acknowledgement and record when it was sent.
- ✓Flag missing details for follow-up instead of guessing.
Use authorised channels and the firm’s established intake and conflict-check process.
Make unstructured messages easier to review.
AI can suggest a practice-area label, summarise an enquiry and highlight unanswered intake questions. Those are proposed fields—not a legal assessment.
- ✓Use categories and routing rules the firm has approved.
- ✓Send uncertain, urgent or sensitive messages to a person.
- ✓Keep conflict and client-acceptance decisions in the firm's process.
AI output should be traceable and checked before it affects a client or matter.
Reduce the avoidable back-and-forth.
Use established rules to offer real consultation availability, send the correct approved form and prepare a concise internal handoff.
- ✓Offer appointment slots from the connected calendar.
- ✓Send a checklist appropriate to the reviewed enquiry category.
- ✓Create a task for the person responsible for the next step.
Communication, consent, opt-out and escalation rules should be agreed before launch.
Keep decisions with the right people.
The workflow can organise the information and show what it has done. Qualified staff decide whether to proceed and what legal action is appropriate.
- ✓Assign ownership and log the actions completed.
- ✓Escalate exceptions and time-sensitive messages using firm-defined rules.
- ✓Keep advice, strategy and client acceptance under human control.
The objective is a cleaner handoff—not an automated legal decision.
A good first workflow is small, repetitive and measurable.
The first project does not need to use the most AI. It needs to solve a real bottleneck without creating a bigger one.
It happens often enough to matter.
A recurring intake, document or follow-up task—not a rare situation with many exceptions.
The trigger and owner are clear.
The team can explain what starts the process, who owns it and when a person must take over.
Improvement can be observed.
Measure things such as response time, manual handoffs, missing information, rework or reliable completion—not assumed savings.
How we choose. We start by mapping how work happens today: where information arrives, what the team repeats, which systems are involved and where exceptions need judgment. Then we choose one contained part to improve.
Map it. Bound it. Build it. Improve it.
A practical implementation should fit the way your firm works, account for exceptions and be straightforward to maintain.
Clarity first. Then execution. Scope, limits and review points are agreed before anything is built.
The use case should fit the matter—not the other way round.
These are starting points. The details depend on your matter types, systems, approval policies and jurisdiction.
Family law
Consultation intake, secure document checklists and reminders for missing information, with particular care around sensitive client communication.
Personal injury
Track requests and receipt of records, organise incoming files and prepare an initial document index for staff review.
Immigration
Organise questionnaire responses and send approved checklist reminders while leaving eligibility and legal conclusions to qualified staff.
Contracts & estate planning
Route contract requests, flag proposed renewal dates from verified documents, manage questionnaires and prepare first drafts from approved templates.
AI should support the workflow—not own the decision.
Legal workflows can involve confidential information and decisions with serious consequences. Review, access limits and accountability are part of the design—not a later add-on.
Restrict access and data sharing
Use approved accounts and systems, and limit permissions to what the workflow actually needs.
Require human verification
Check extracted facts and AI-assisted drafts before legal content is sent, filed or used for a material decision.
Log actions and exceptions
Make it possible to see what triggered a workflow, what it changed, where it failed and who must respond.
Define what stays human
Legal advice, strategy, conflicts, client acceptance, deadline validation and final approval stay with authorised people.
This approach is consistent with the ABA’s Formal Opinion 512 guidance: existing professional duties continue to apply when lawyers use generative AI.
Automation works best alongside the rest.
Many firms also need a site that explains their work and visibility when people search. These are separate services, planned to support the same journey.
A site that helps the right clients act.
Practice areas, attorney profiles and a clear path to contact—the front door your workflows connect to.
Explore website development →Be found for the matters you handle.
Technical foundations, local visibility and legal content shaped around how prospective clients search.
Explore law firm SEO →Before you automate a legal workflow.
Start with a clear process, a useful outcome and an agreed boundary around confidential information and professional judgment.
01Will AI give legal advice or make case decisions?
No. The workflows described here focus on administrative support, routing, organising information and preparing drafts for review. Legal advice, strategy, client acceptance, conflicts and other professional decisions remain with qualified people.
02Can this work with the software we already use?
Often, if the tools support an approved integration, API or another reliable connection. We assess the specific systems, permissions and limitations first. If a connection is not dependable or appropriate, we will not assume it can be automated safely.
03Is it safe to use AI with confidential client information?
That depends on the tool, configuration, contracts, data handling, access controls and your firm’s obligations. We define approved data flows and permissions before implementation; not every AI tool is appropriate for confidential information.
04Can automation calculate legal deadlines?
It can organise verified dates and create reminders, but deadline calculations must be based on the applicable rules and case facts, then confirmed by an authorised person. Critical deadlines should not rely on an unchecked AI output.
05Do we need to replace our current systems?
Not necessarily. The first option is usually to improve the handoffs between the tools you already use. Any integration depends on the specific product, subscription, permissions and supported connections.
06How do we know whether the workflow is working?
We agree on a small set of measures before building—for example, response time, manual handoffs, missing-information rates, rework or reliable completion—and review the results against the starting process.
07Do we have to automate the whole firm at once?
No. Start with one contained, repeatable workflow, test it on realistic cases and expand only when it is useful, maintainable and understood by the people who use it.
Find the repeat work your team shouldn’t repeat.
Tell us where information gets stuck, which follow-ups keep returning or what your team re-enters every week. We’ll help map a practical first workflow—and define the boundaries that need to stay in place.
No AI-for-everything pitch. No assumed savings. A practical workflow scoped to your firm.