Contracts and documents
Generating contracts, claims, filings and reports from templates, routing approvals between lawyers, and tracking versions without manual forwarding.
We remove the manual steps from a legal practice's daily work — drafting documents, tracking procedural deadlines, and handling client intake — and apply AI where it speeds up the process without replacing legal judgement.
We work with the whole process, from a client's first enquiry to a closed case — built around documents, deadlines and client communication rather than a single task.
Generating contracts, claims, filings and reports from templates, routing approvals between lawyers, and tracking versions without manual forwarding.
A client and case record with history, status and an assigned lawyer, kept in sync between the CRM and the rest of the practice systems.
Automatic reminders to lawyers and clients about filing deadlines, hearing dates and contract milestones.
Handling incoming consultation requests, clarifying the matter, and routing it to a lawyer with full context.
The processes legal practices most often bring to us first.
A website or messenger enquiry becomes a client record in the CRM automatically, with a lawyer assigned.
A contract or claim is generated from a template, routed through the right lawyers, and returned ready to send.
A procedural deadline, hearing date or contract milestone reminds the responsible lawyer ahead of time.
Routine client questions are resolved from the firm's own knowledge base; anything unusual goes to a lawyer with the conversation history.
Process mapping
Logic design
System integration
Testing on real data
Launch and monitoring
Built into the systems a legal practice already runs on — CRM, document flow and messengers — not a replacement for them.
Procedural and contract dates are tracked by the system, not by one lawyer's memory.
Routine contracts and claims are drafted from templates instead of being assembled from scratch each time.
Managers can see a case's status and each lawyer's workload without asking for a manual report.
Enquiry volume grows without a proportional increase in intake and document-handling staff.
Documents are generated from templates using case data and sent for approval without manual drafting.
The system reminds staff about filing deadlines and hearing dates before they become urgent.
Answers routine questions about services and pricing, collects client details and hands the enquiry to a lawyer.
We look at how client intake, document flow and deadline tracking work today.
We define the target process logic and what should deliberately stay with a lawyer.
We build the system and connect it to the firm's CRM, document flow and messengers.
We put it into production, train the team, and tune it against real usage.
Firms most often start with template-based document drafting, procedural deadline tracking, client case records and first-line enquiry intake.
No. Case decisions stay with the lawyer — automation removes the preparatory and repetitive work around that decision.
Usually not. We build automation into the systems the practice already uses, connecting through their APIs.
Access to client and case data is scoped by staff role — that is part of the design from the start, not added afterward.
There's no fixed price — it depends on the number of processes, systems to integrate and case volume. Describe the task through the project request form and we'll estimate the cost for your specific process.
It depends on the number of processes and systems, but a first working scenario — such as template-based contract drafting — can usually launch within a few weeks.
Describe how documents, deadlines or client intake work today and we'll show you what's worth automating first.