Four workflows, built around how your firm already works.
We don't sell a platform you have to log into. We design and build automation for client intake, drafting, document indexing, and billing, deployed straight into the tools your firm already uses, by a vetted, NDA-bound engineering network.
Every new enquiry, logged in seconds, not hours.
A workflow reads new enquiries from your website form or inbox, pulls out the name, case type, and contact details, and pushes them straight into your practice management software. Anything missing gets flagged and held for a human to check, nothing proceeds on its own.
- Connects to your existing CRM (Clio, LEAP, or similar), no new system to learn
- Auto-sends a standard welcome pack back to the client
- Flags missing details and holds the file for review rather than guessing
- Built and deployed by an NDA-bound engineer, reviewed before go-live
First drafts that already sound like your firm.
A solicitor answers a short internal form, and the workflow generates a first-pass NDA, lease, or standard contract using your firm's own pre-approved clauses. Every draft carries a built-in warning: this is an administrative first pass, and a qualified solicitor signs off before it ever reaches a client.
- Built on your firm's own clause library, not generic boilerplate
- Hardcoded sign-off step before any draft can be exported or sent
- Optional e-signature hook (DocuSign or HelloSign)
- Exports clean to Word with tracked changes intact
500 scanned pages, indexed before your coffee's cold.
Drop a folder of scanned court bundles or discovery documents in, and the workflow reads every page, indexes it chronologically, and writes a short summary for each one. Documents are cross-referenced by date and party, so a paralegal can see how everything connects at a glance.
- OCR pipeline handles scanned and low-quality PDFs
- Chronological index exported to Excel or Word
- Short bulleted summary generated for every document
- Runs in an isolated environment per matter, nothing shared across cases
Fewer billable hours slipping through unrecorded.
A background workflow reviews a solicitor's calendar and email activity each day and drafts a summary of likely billable tasks, sent for one-click approval. It only reads metadata, never the substance of client communications, and nothing is logged until the solicitor approves it.
- Daily draft summary, approved with one click
- Reads activity metadata only, not message content
- Reduces short calls and quick replies going unlogged
- Exports to your existing billing system, no re-entry
Three ways firms typically start.
Every engagement is scoped and quoted individually on a call, based on your firm's size and what you need first. These are the shapes most engagements take.
Core Intake Streamliner
For solo practitioners and boutique firms. Client Intake Automation, built and deployed as a single focused workflow.
- Client Intake Automation
Modern Practice Suite
For high-street firms of 5–20 staff scaling case capacity without adding headcount.
- Client Intake Automation
- Document & Contract Drafting
Enterprise LegalOps Overhaul
For mid-sized firms of 20–50 staff handling heavy litigation, corporate, or conveyancing volume.
- All four automations
- Private cloud deployment on request