Legal
Automation for law firms and legal ops teams that run on precision.
What slows legal teams down
Client intake is slow and inconsistent
New matter intake involves email chains, PDF forms, and manual data entry. Each fee earner does it differently. Errors follow.
Matter updates require constant manual chasing
Clients chase for updates. Staff chase each other. Status lives in someone's head, not a system.
Billing data is fragmented across systems
Time capture, WIP, and invoicing pull from different tools. Month-end reconciliation takes days and still misses billable hours.
Compliance documentation is manually assembled
Regulatory filings, AML checks, and matter records are compiled by hand. The margin for error is too high.
Automations built for legal
Client Intake Automation
Structured intake forms trigger conflict checks, matter creation, and welcome sequences automatically. New matters are live in the system within minutes.
Matter Status Pipeline
Automated status updates sent to clients at key milestones. Internal escalation triggers when a matter goes quiet past a defined threshold.
Time Capture and Billing Reconciliation
Automated time entry reminders, WIP reporting, and billing reconciliation pipeline, integrated across your practice management system.
Compliance and Document Tracking
Automated AML and KYC document chasing, expiry alerts, and regulatory filing reminders, with a full audit trail.