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Legal workflow automation that keeps lawyers in the loop.

For law firms and conveyancers: intake, matter setup, document generation, deeding into your legal software, deadlines and billing, automated where it's safe and human-reviewed where it matters.

Book a Free Consultation →See What We Can Automate in 14 Days

Who this is for

Is this you?

Law firms and legal practices
Conveyancers and settlement teams
Practices with document-heavy, deadline-driven matters

Common workflows

What we automate

Outcomes first. Each is scoped to your systems during discovery.

Enquiry intake & triageEnquiries captured, checked and routed to the right practice area.

Matter setup & onboardingClient, matter and documents created once, across every system.

Legal document automationEngagement letters and routine documents generated from matter data.

Deeding into legal softwareDocuments and data filed into your existing legal platform.

Court deadlines & remindersKey dates tracked and reminded to the right people.

Settlement & fraud checksSettlement steps tracked, with correspondence verification checks.

Systems we integrate

Tools as proof, not the pitch

Practice management softwareDocument managementMicrosoft OutlookTrust & billing systems

We recommend platforms only after discovery, and connect to what you already use wherever we can.

Everything this service covers

Law firm workflow automationLegal document automationAutomation deeding into existing legal softwareCourt deadlines & settlementFraud, compliance & correspondence checksBilling, closure & referrals

Implementation approach

How we deliver it

01Discover & mapWe map the workflow, systems and hand-offs as they run today.

02Design & buildWe simplify first, then build and test inside your environment.

03Prove for 14 daysWhere suitable, one agreed workflow is measured against your baseline.

04Monitor & optimiseWe monitor what we build and keep improving it.

Example automation

One workflow, start to finish

An illustrative example. Yours is designed around your systems.

TriggerNew conveyancing enquiry

Automated step 1Client and matter created in practice management

Automated step 2Engagement letter generated for review

Automated step 3Identity verification requested

Automated step 4Settlement date added with staged reminders

Human reviewA lawyer approves the engagement letter before it's sent

Security & human review

Designed secure

Advice, conflict decisions and anything sent under a lawyer's name keep an approval step. Automated actions are logged for review.

Security is a design input from the first architecture decision, not a review before launch.

How we work →

FAQs

Common questions

What should stay human-reviewed?

Advice, conflict decisions and anything sent under a lawyer's name. We design approval steps around those points.

Does this replace our practice management software?

No. We connect to it and automate around it.

How does the 14-day trial work?

We automate one agreed workflow for 14 days at no cost, with access confirmed, a baseline recorded and success criteria agreed up front. You see the measured result before deciding to continue.

Related services

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