AI Automation for Law Firms

Legal workflow automation for law firms buried in matter admin

New enquiries, intake forms, client documents, matter updates, time entries and bills. We automate the admin around legal work, connected to the practice management and document systems your firm already uses, so your lawyers spend their time on legal work.

Built for law firms of 10–100 people. Your data, your systems, your review process.

New matter, automated

  1. Enquiry arrivesWeb form or emailRead
  2. Intake completedDetails and documents collectedChased
  3. Matter openedPractice system updatedNo retyping
  4. Lawyer reviewsAdvice stays with your teamYour call

Anything unusual goes to your team to review first.

Your fee earners are doing admin

Most firms we talk to have qualified people spending hours every week on work that isn't legal work:

Every hour spent here is an hour that can't be billed. Law firm automation should give those hours back without touching the legal judgment.

  • Copying enquiry details into the practice management system
  • Chasing clients for ID, documents and signed engagement letters
  • Renaming, filing and finding documents across email and shared drives
  • Updating matter status and sending the same progress emails
  • Reminding people to record time, then tidying it up for billing
  • Sorting a shared inbox full of new enquiries, client questions and court correspondence

Which legal workflows can be automated?

Client intake

Today

Enquiry details are retyped from emails and web forms, and missing information is chased by hand.

Automated

Enquiries are read, details are captured into your practice system, intake questions and document requests go out automatically, and the matter is prepared for a lawyer to review. See client onboarding automation.

Document collection and filing

Today

Documents arrive by email and are renamed, filed and logged one by one.

Automated

Incoming documents are read, named, filed to the right matter and logged, with missing items flagged. See document processing automation.

Engagement letters and routine documents

Today

Engagement letters, client care letters and standard forms are copied from old files and edited by hand.

Automated

Routine documents are drafted from your templates and the matter data, checked by a lawyer, sent for e-signature and tracked, and onboarding steps update themselves as they're completed.

Matter updates

Today

Clients call and email for updates, and staff write the same status emails over and over.

Automated

Status changes trigger clear, pre-approved updates to clients, and routine "where are we?" questions get drafted replies for your team to send.

Time capture and billing prep

Today

Time is recorded late, then corrected and assembled into bills by hand.

Automated

Reminders prompt timely time entries, draft entries are suggested from emails and documents for lawyers to confirm, and bills are prepared for review.

Inbox triage and key dates

Today

Everyone reads the shared inbox, and key dates are tracked in people's heads or spreadsheets.

Automated

Emails are categorized, linked to the right matter and routed, and dates found in correspondence are flagged for a person to confirm and diarize. See inbox automation.

Every firm works differently, by practice area and jurisdiction. We map your version before building anything.

What changes for your team?

  • BeforeEnquiries are retyped into the practice system

    AfterEnquiries arrive as prepared matters for review

  • BeforeDocuments are filed by hand

    AfterDocuments are named, filed and logged automatically

  • BeforeClients chase for updates

    AfterClients get timely updates your team has approved

  • BeforeTime is reconstructed at month-end

    AfterTime entries are prompted and drafted as work happens

  • BeforeThe shared inbox is everyone's job

    AfterEmails are sorted and routed before anyone opens them

Legal judgment stays with your lawyers

Automation prepares and organizes. Advice, legal decisions and anything substantive sent to a client or a court stay with your lawyers, and you decide where the review points sit.

  • Human review where it matters.

    When the AI isn't confident, or the stakes are high, the item goes to a person to check before anything is posted.

  • Rules, not guesswork.

    We add validation checks (totals, formats, duplicates, matching against your records) on top of the AI.

  • A clear audit trail.

    Every automated action is logged: what came in, what was extracted, what changed, and who approved it.

  • Your data stays protected.

    We sign an NDA before we see your data, access is limited to what the automation needs, and we never use your data to train AI models.

  • Built for confidential client data.

    We sign an NDA with your firm, access is limited to the matters and systems each automation needs, every action is logged, and client data is never used to train AI models.

Works with the software your firm already uses

We connect to your existing tools, including:

Works with

Practice management

  • Clio
  • Actionstep
  • LEAP
  • MyCase
  • PracticePanther
  • Smokeball

Documents and e-signature

  • NetDocuments
  • iManage
  • SharePoint
  • Google Drive
  • DocuSign

Accounting

  • Xero
  • QuickBooks Online

Email

  • Microsoft 365 / Outlook
  • Google Workspace

Using something not listed? If it can be reached, we can usually connect to it.

How it works

  1. Audit

    We follow a matter through your firm, from first enquiry to final bill, and see where your team's time goes.

  2. Identify

    We pinpoint the processes where automation will realistically pay for itself, and tell you which ones won't.

  3. Build

    We build the AI-powered automation, with checks and human review where the stakes are high.

  4. Integrate

    We connect it to the software your team already uses, so nobody has to learn a new tool.

  5. Improve

    We monitor it, fix issues, and expand it as your business changes.

Legal workflow automation: common questions

What is legal workflow automation?

Legal workflow automation uses software, and increasingly AI, to handle the repetitive admin around legal work: client intake, document collection and filing, engagement, matter updates, time capture, billing preparation and inbox triage. It gives lawyers more time for legal work. Law firm workflow automation works inside your practice management system, so nobody has to learn a new tool.

Will AI give legal advice?

No. AI prepares, organizes and drafts for review. Advice and anything substantive sent to a client or a court stays with your lawyers, and you decide where the review points sit.

Do you do law firm document automation?

Yes, for routine documents. Engagement letters, client care letters and standard forms can be drafted from your templates and the matter data, then checked by a lawyer before they go out. Bespoke drafting and advice stay with your lawyers.

Can it work with our practice management system?

Most likely. Common systems such as Clio, Actionstep and LEAP have APIs we can connect to, and we can usually work with others through integrations or exports. Tell us what you use and we'll confirm.

How do you handle client confidentiality?

We sign an NDA before we see any client data, only access the matters and systems each automation needs, log every action, and never use client data to train AI models.

Where should a law firm start?

Usually with client intake or document handling. They happen every day, follow a pattern and take up a lot of staff time, so they pay back quickly.

Let's find the first process to automate at your firm.

Tell us where your team loses the most time: intake, documents, updates, time or the inbox. We'll tell you what AI can realistically take off their plate.

Find What You Can Automate

Free assessment. No commitment. If something isn't worth automating, we'll say so.

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