Practice/AI & Automation/Legal Business Automation

Legal Business Automation

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.

01What we automate

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.

01

Contracts and documents

Generating contracts, claims, filings and reports from templates, routing approvals between lawyers, and tracking versions without manual forwarding.

02

CRM and case management

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.

03

Procedural and contract deadlines

Automatic reminders to lawyers and clients about filing deadlines, hearing dates and contract milestones.

04

Intake and enquiry triage

Handling incoming consultation requests, clarifying the matter, and routing it to a lawyer with full context.

02Common scenarios

The processes legal practices most often bring to us first.

Enquiry → client record

A website or messenger enquiry becomes a client record in the CRM automatically, with a lawyer assigned.

Document → approval

A contract or claim is generated from a template, routed through the right lawyers, and returned ready to send.

Date → reminder

A procedural deadline, hearing date or contract milestone reminds the responsible lawyer ahead of time.

Enquiry → first consultation

Routine client questions are resolved from the firm's own knowledge base; anything unusual goes to a lawyer with the conversation history.

03How it works
  1. 01

    Process mapping

  2. 02

    Logic design

  3. 03

    System integration

  4. 04

    Testing on real data

  5. 05

    Launch and monitoring

04Integrations

Built into the systems a legal practice already runs on — CRM, document flow and messengers — not a replacement for them.

  • amoCRM
  • Bitrix24
  • Telegram
  • WhatsApp
  • Email
  • Google Workspace
  • E-signature
  • REST API / webhooks
05Benefits for the business
01

Lower risk of missed deadlines

Procedural and contract dates are tracked by the system, not by one lawyer's memory.

02

Less manual document work

Routine contracts and claims are drafted from templates instead of being assembled from scratch each time.

03

Visibility into every case

Managers can see a case's status and each lawyer's workload without asking for a manual report.

04

Growth without matching headcount

Enquiry volume grows without a proportional increase in intake and document-handling staff.

06Example solutions

Automated contracts and claims

Documents are generated from templates using case data and sent for approval without manual drafting.

Procedural deadline tracking

The system reminds staff about filing deadlines and hearing dates before they become urgent.

Chatbot for first-line intake

Answers routine questions about services and pricing, collects client details and hands the enquiry to a lawyer.

07Implementation stages
01

Diagnosis

We look at how client intake, document flow and deadline tracking work today.

02

Design

We define the target process logic and what should deliberately stay with a lawyer.

03

Build and integration

We build the system and connect it to the firm's CRM, document flow and messengers.

04

Launch and support

We put it into production, train the team, and tune it against real usage.

08Questions and answers
What can be automated in a legal practice?

Firms most often start with template-based document drafting, procedural deadline tracking, client case records and first-line enquiry intake.

Does automation replace the lawyer?

No. Case decisions stay with the lawyer — automation removes the preparatory and repetitive work around that decision.

Do we need to replace our current CRM or document system?

Usually not. We build automation into the systems the practice already uses, connecting through their APIs.

Is client data safe once automated?

Access to client and case data is scoped by staff role — that is part of the design from the start, not added afterward.

How much does legal business automation cost?

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.

How fast is implementation?

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.

Next step

Tell us which process in your practice costs you the most time.

Describe how documents, deadlines or client intake work today and we'll show you what's worth automating first.