AI AUTOMATION FOR LEGAL

Intake and document admin prepared, every judgement left to lawyers.

New matter inquiries, conflict checks, document requests and scheduling take time away from legal work. Automations prepare and organise; qualified people make every decision and send every communication.

The recurring jobs
agents can prepare.

Collecting intake details for new matter inquiries
Requesting and filing documents from clients
Scheduling consultations
Summarising long correspondence for review

Workflow automation

Turns intake forms into organised matter records.

AI agents & assistants

Summarises documents and correspondence for a lawyer to check.

CRM pipeline automation

Shows which inquiries are waiting and who owns them.

Where you stay
in control.

No legal advice is ever drafted for sending
Every client communication is approved by the firm
Summaries are labelled as drafts for review

Tools we often connect

Microsoft 365Google WorkspaceClio via its APIDocuSignCalendly

Boundaries

Privileged material is only processed with providers the firm approves in writing. Professional conduct rules for your jurisdiction are reviewed before any build.

Other industries

Healthcare & MedTech Sales & revenue teams Developer tools & AI

LET’S FIND YOUR NEXT STEP

Bring the challenge.
We’ll help shape the solution.

Tell us what your team is trying to do, where the current process breaks down, and what a better result would look like.

Describe the recurring work.
We reply with a plan.

The tools you use today, the job that eats your week, and the one thing that should never happen without you. It lands in a private inbox and we answer by email.

No payment, no booking, no subscription

A written plan, not a quote pushed at you

NDA available before you share anything confidential

1We replyBy email, within one business day.

2Short callTo understand the job and the tools you use.

3Written planWhat runs, where you approve, and what it needs from you.