Industry · Legal professions

Automating a law firm, with no compromise on confidentiality

Firms lose billable hours to repetitive administrative tasks. Tightly scoped automations take them over, with safeguards built for professional secrecy.

The daily grind

What eats up a firm's time

New matter intake

First contact, document collection, conflict-of-interest checks, file creation: the same circuit repeated for every client.

Exhibits and documents

Filing exhibits, renaming, exhibit schedules: rigor that is essential, yet produced by hand.

Repetitive letters and filings

Demand letters, follow-up correspondence, standard pleadings: templates rewritten instead of generated.

Deadlines and follow-ups

Procedural deadlines, chasing clients for missing documents, tracking unpaid fees.

Example: automated client intake

A typical scenario for a small or mid-sized firm handling a steady flow of new matters.

Before

After

Before

Client details re-typed from email into the practice software

After

File created automatically from the contact form

Before

Documents requested by email, one by one

After

Document checklist sent and chased automatically

Before

Exhibit schedules assembled by hand

After

Schedules generated from the structured file

Before

Deadlines tracked across several calendars

After

Centralized alerts, ahead of every deadline

Expected outcome: administrative hours converted into billable time and a sharply reduced risk of missed deadlines or documents.

Solutions

The building blocks we deploy for firms

Intake and follow-up automations

From first contact to file opening, then document chasing and deadline tracking.

See the automations

Document agent

Files exhibits, extracts information, generates standard letters and exhibit schedules.

See the document agent

Internal knowledge agent

Searches your case files, templates and internal notes, with cited sources.

See the knowledge agent

Frequently asked questions

How do you guarantee case-file confidentiality?

Data stays in your tools, access follows your existing permissions, and AI models are called through business APIs that do not use your data for training. The exact scope is documented before any deployment.

Does the AI draft legal documents?

No. The agents prepare templates and standard letters from your models, always subject to your approval. The legal substance stays in the lawyer's hands.

Is it compatible with our practice management software?

We integrate with tools that offer an API or exports, and automations can also run around your software (email, documents, calendar). The assessment checks your setup.

Let's talk about your firm

In 30 minutes, we identify your heaviest non-billable tasks and what can be automated first.

Book my free assessment

30 minutes · No commitment