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
Enquiry arrivesWeb form or emailRead
Intake completedDetails and documents collectedChased
Matter openedPractice system updatedNo retyping
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?
BeforeAfter
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
01
Audit
We follow a matter through your firm, from first enquiry to final bill, and see where your team's time goes.
02
Identify
We pinpoint the processes where automation will realistically pay for itself, and tell you which ones won't.
03
Build
We build the AI-powered automation, with checks and human review where the stakes are high.
04
Integrate
We connect it to the software your team already uses, so nobody has to learn a new tool.
05
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.