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Law firms & legal practices

AI automation for law firms

Reduce matter admin while lawyers keep the final judgment.

We automate intake, document organisation, deadline tracking and drafting assistance around your existing matter workflows. Lawyers review client advice, legal analysis and final documents.

No upfront consultation fee. Free discovery and a free tailored proposal.

AccessMatter-level controls
New matter enquiryExample run
  1. Enquiry capturedMatter type, parties and urgency
  2. Conflict search preparedResults listed for the firm to decide
  3. Engagement letter draftedFrom your precedent, details filled
  4. Matter file createdFolders and diary set up after approval
Where this helps

Instructions arrive at 11pm. The firm opens at nine.

The legal work needs a lawyer. Much of the work around it, intake, file set-up, finding precedents and tracking dates, follows the same steps each time.

See what changes for each team ↓
01

Partners losing out-of-hours enquiries

Prospective clients contact several firms, and evening or weekend enquiries wait until Monday.

02

Associates opening matters by hand

Conflict searches, KYC documents, engagement letters and file set-up all move manually before work starts.

03

Fee earners starting drafts from scratch

The precedent exists somewhere, and long agreements are read end to end to find the clauses that matter.

04

Practice managers tracking dates and time from memory

Key dates sit in one diary, and time is written up at the end of the day.

Workflows we automate

Matter admin, with lawyers signing off.

The top workflows for law firms. This is legal workflow support, not legal services: the automation prepares, organises and routes, and your lawyers decide. Pick a team to see what changes day to day.

  • Out-of-hours enquiries capturedMatter details are taken on your website, WhatsApp or phone, so evening enquiries don't wait until Monday.
  • Work you don't take is flaggedMatter types outside your practice areas are flagged, and a consultation slot is offered for the rest.
  • Legal questions go to a lawyerRequests for legal advice are held for your team with the enquiry attached. The AI gives no legal advice.
Explore chatbots & voice agents
TriggerAn enquiry arrives at nightSent after the office has closed
AIMatter details capturedStructured, practice area checked
Your teamLegal questions held for a lawyerNot answered by the assistant
ActionConsultation slot offeredFrom your lawyers' calendars
ActionEnquiry loggedReady for the firm in the morning
  • Conflict search run and summarisedThe conflict search is run and the results summarised for your firm to decide on.
  • KYC documents collectedClients are asked for the documents you need, and gaps are flagged before the matter opens.
  • Matter set up once approvedThe engagement letter is drafted, and the matter file and folders are created after a lawyer approves.
Explore business process automation
TriggerThe client accepts, intake completeDetails ready for checks
AIConflict results summarisedSearch run against your records
ActionKYC documents requestedOnly the ones still missing
Your teamFirm decides, lawyer approvesConflicts, KYC and engagement letter
ActionMatter file and folders createdEngagement letter saved to the file
  • Key points pulled from long documentsParties, obligations, dates and unusual clauses, each linked to the source text for a lawyer to check.
  • First drafts from your precedentsBuilt from your own precedent bank and house style, with the matter details filled in.
  • Lawyers review every outputA lawyer checks and edits each draft and extract. The AI does not confirm a document is legally correct.
Explore document processing & OCR
TriggerA long agreement arrivesSent in for the matter
ActionSaved to the matter folderVersion recorded
AIKey points extractedParties, dates, unusual clauses
Your teamLawyer checks against the sourceEach point linked to the text
ActionReview notes filedSaved with the matter documents
  • Dates suggested from documentsKey dates found in matter documents are suggested for the diary, each linked to where it appears.
  • A lawyer confirms each dateNothing enters the diary until a lawyer confirms it. The firm stays responsible for deadline management.
  • Failures alert a named personIf an extraction or calendar sync fails, a named person is told so it can be put right.
Explore workflow automation
TriggerA document is added to a matterA signed agreement or court order
AIDates foundEach linked to the source line
Your teamLawyer confirms each dateBefore it enters the diary
ActionAdded to the matter diaryWith the reminders you set
ActionReminders to the fee earnerAhead of each confirmed date
  • Draft time entries from the day's workWork logged during the day becomes draft time entries, so time isn't written up from memory.
  • Fee earners confirm every entryEach fee earner checks, edits and confirms their own entries before they are used for billing.
  • Confirmed time ready for billingConfirmed entries move to your time or billing records, where your system allows that access.
Explore finance & accounting automation
TriggerThe day's work collectedMeetings and matter emails
AIDraft time entries writtenMatter, task and duration
Your teamFee earner confirmsEdits or removes each entry
ActionConfirmed time recordedAgainst the right matter
ActionUnconfirmed entries flaggedA reminder to the fee earner
Our work

Legal workflows, with lawyers in charge.

A solution showcase for AI contract review against your own playbook, with each issue cited and every decision left to a lawyer.

Scope and cost

Tailored scope, private quote.

Start with a free discovery consultation. We can sign an NDA first. We prepare a tailored initial plan and proposal with a private quote before any build starts. These are the factors that shape it.

Document and diary tools we often connect
Google DriveDropboxGmailGoogle CalendarCalendlyGoogle SheetsNotionAirtableSlackWhatsAppXeroZoomn8n

Practice areas and matter types

One practice area or several, and how much intake and opening steps differ between them.

Document store and practice software

Where matters, documents and time live today, and what their APIs allow.

Precedent bank

How your precedents are organised, and how much tidying they need before drafting support works well.

Confidentiality and deployment

Matter-level access, which AI providers may see matter data, and your infrastructure or a managed server.

Review and approval points

Which steps need a lawyer, partner or compliance decision, and how those are recorded.

Volumes

Enquiries, new matters and documents per month shape testing and monitoring.

Control and data

Lawyers keep the final judgment.

We agree these with your firm before anything goes live.

Final lawyer approval

Nothing reaches a client, a court or a counterparty without a lawyer approving it. Conflict and KYC decisions are made by your firm. The AI gives no legal advice and does not confirm a document is legally correct.

Matter confidentiality

Matter access follows the controls you set, with limits on which data reaches an AI model, to support your professional obligations. Data handling, AI providers and hosting are confirmed per project.

Dates and failures stay visible

Suggested dates are confirmed by a lawyer before they enter the diary, and failed extractions or syncs alert a named person. The firm stays responsible for deadline management.

FAQ

Law firm automation questions.

Straight answers about scope, data, ownership and support. Can’t find yours? Ask us directly below.

What can AI automation do for a law firm?

It handles the work around the legal work: answering and qualifying enquiries, including outside office hours, collecting intake details and documents, opening matters, preparing first drafts from your own precedents, surfacing key dates and clauses in long documents, tracking deadlines, capturing billable time and keeping clients updated. Your lawyers review and sign off on everything that matters.

Does the AI give legal advice?

No. It prepares drafts, summaries and structured information for a qualified lawyer to review. Nothing goes to a client, a court or a counterparty without a lawyer approving it. The workflows are built that way deliberately.

Can it qualify enquiries out of hours?

Yes. An AI intake assistant on your website, WhatsApp or phone can answer common questions, capture the details of the matter, flag work you don't usually take, and offer consultation slots from the right lawyer's calendar where it is shared, including in the evening and at weekends. Anything that needs legal advice is passed to your team.

Can it help open a matter?

Yes. Once intake is complete, the workflow can run your conflict-check search and collect KYC documents for your team to review, prepare the engagement letter, create the matter file and folder structure, and notify the responsible lawyer. Your firm makes the conflict and KYC decisions before the matter proceeds.

Can it draft and review documents?

It prepares first drafts from your own precedent bank with the matter details filled in, and on review it extracts parties, obligations, dates and unusual clauses from long documents with links back to the source text, so your lawyers read with a head start. It does not confirm a document is legally correct. The final judgement stays with the lawyer.

Can it capture billable time?

Yes. The system can log activity as it happens, such as emails sent, documents produced and calls handled, and prepare draft time entries against the right matter for a fee earner to confirm, so fewer minutes go unbilled at the end of the day.

Can it track court dates and limitation deadlines?

It can help. Key dates found in documents and correspondence are suggested for a live diary, with escalating reminders to the responsible lawyer and supervising partner, so critical dates are not held in one person's memory. A lawyer confirms each date, and the firm stays responsible for deadline management.

Is client confidentiality protected?

We design the system around matter confidentiality, access controls you set and limits on which matter data reaches an AI model, with workflow actions logged where the systems allow, to support your professional obligations. We can sign an NDA before discovery. We confirm data handling for each project, including which AI providers are used, their no-training terms where available, and where the system is hosted (your infrastructure or a managed server).

How long does it take to set up?

It depends on scope, access and approvals. A focused build such as an intake assistant or a matter-opening workflow is quicker to set up than a full practice automation across intake, matter management, drafting support, deadlines and billing, which is usually delivered in phases. We set out the proposed phases and timeline in your proposal.

How much does it cost?

Cost depends on your practice areas, matter volume and integrations. We discuss your process in a free discovery consultation, then provide a tailored scope and private quote in your proposal. We don't list one-size-fits-all project prices.

Can it clear conflict checks or KYC on its own?

No. The workflow can run the search, collect documents and summarise what it found, but the conflict and KYC decisions are made by your firm. The system records the outcome your team decides.

Can the system run on our own infrastructure?

Where your requirements call for it, yes. Workflows and stored data can be hosted on infrastructure you control, and any calls to external AI or other services are mapped and agreed. We discuss deployment choices during discovery and confirm them in the proposal.

Next step

Let's map this workflow for your business.

The right solution depends on how your team works today, the software you use and where people need to stay in control. Start with a free discovery. We'll prepare a tailored initial plan and proposal, then quote implementation after we understand your requirements.