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Automation for law firms that keeps lawyers in the loop.

We take intake, filing, reminders and document assembly off your team, inside the practice management system you already use, with a lawyer approving anything that matters.

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Sound familiar?

Where the time goes

  • Enquiries answered hours late, or not at all
  • Matter details keyed into three different systems
  • Correspondence filed by hand, when it's filed at all
  • Critical dates tracked in someone's inbox
Use cases

What we automate

Each use case shows the workflow it runs, from trigger to result. Yours is scoped to your systems during discovery.

Enquiry intake & conflict checksEvery enquiry captured, checked and routed the same day.
  1. Enquiry arrives from your website or inbox
  2. Details captured and checked for gaps
  3. Conflict search prompted in your practice management system
  4. Routed to the right practice area
  5. Acknowledgement sent to the client
New matter openingClient, matter and folders set up once, everywhere.
  1. Engagement accepted
  2. Client and matter created in your practice management system
  3. Matter folders created
  4. Costs agreement and ID requests sent
  5. Signed documents filed to the matter
Correspondence filingEmails and attachments saved to the right matter automatically.
  1. Email or document arrives
  2. Matter identified from its references
  3. Saved to the matter with a consistent name
  4. Uncertain matches queued for staff
Document assemblyRoutine documents drafted from the matter's own data.
  1. Lawyer chooses a template
  2. Fields filled from client and matter data
  3. Draft produced in Word
  4. Lawyer reviews and finalises
  5. Saved to the matter with version history
Key dates & remindersCourt and limitation dates that can't slip through.
  1. Key date recorded on the matter
  2. Related deadlines calculated
  3. Added to the responsible lawyer's calendar
  4. Reminders at set intervals
  5. Escalated if not marked done
AI file notesMeetings and calls turned into draft file notes.
  1. Client meeting recorded with consent
  2. Transcript and draft file note produced
  3. Lawyer reviews and edits
  4. Saved to the matter
Teams assistant: who's handling this client?Staff ask in Teams and get the responsible lawyer in seconds.
  1. Staff member asks in Teams about a client, matter or lead
  2. Signed in with their own Microsoft 365 account
  3. Practice management and CRM searched for matters and leads
  4. Responsible lawyer, matter status and last activity returned
  5. Only matters that person can already access are shown
Software

Systems we connect

LEAPActionstepSmokeballClioMicrosoft 365 & OutlookInfoTrackXero & MYOBMicrosoft Teams

We work with what you already use and confirm what's possible for your setup during discovery.

Care & compliance

Designed for your obligations

Confidentiality and privilege come first. Data stays in your Microsoft 365 and practice management systems, we use AI services that don't train on your data, and anything sent to a client or a court is approved by a lawyer.

How we work →
FAQs

Common questions

Do you work with our practice management system?

Usually. We connect to the common Australian platforms through their official integrations or APIs, and confirm what's possible for yours during discovery.

Will AI give legal advice?

No. AI helps with summaries, file notes and first drafts of routine documents. Advice, and anything sent to a client, is reviewed by a lawyer.

Related services
Legal Automation→Documents & Data→AI Automation→
Next step

Your systems, working as one.

Start with a free consultation. If there's a clear first workflow, we can prove it in 14 days.

Book a Free Consultation →Our Process