Software for Legal Firms

Where automation is safe in a law firm

The distinction that matters: automate the assembly and the administration, never the advice. Generating a document from agreed clauses and client data is mechanical. Deciding which clauses apply is legal judgement.

Every project we take in this sector sits firmly on the first side of that line, and we say so explicitly in the scope.

Document assembly

Most firms produce the same documents repeatedly with variations. Assembling them from a clause library and structured client data removes hours of copying, and removes the error where last matter's client name survives into this one.

• A clause library owned and version-controlled by the firm
• Client and matter data merged from the system of record
• Conditional clauses driven by explicit answers, not inference
• Every generated document logged with the clause versions used
• Fee earner review before anything leaves — always

The clause library is the asset. Automation just stops it being copied out of the last matter, which is how the wrong client's name ends up in a contract.

Client onboarding and conflicts

1. Identity verification integrated rather than certified by post
2. Conflict check run against the matter and party data at intake
3. Client care letter generated from the matter type and signed electronically
4. Anti-money-laundering evidence collected and retained appropriately
5. Matter opened in the practice management system without re-keying

Onboarding is where firms lose days of elapsed time and where clients form their first impression. It is also almost entirely mechanical.

Matter administration

• Deadlines and limitation dates tracked with escalating reminders
• Task templates per matter type, so nothing is forgotten
• Time capture that takes seconds
• Client updates generated at defined milestones
• Disbursement tracking, which is where recoverable costs leak

Where we advise caution

Anything that could be read as advice. Automated document review that reaches conclusions, chatbots answering client questions about their matter, drafting that goes out without review.

The professional obligations sit with the fee earner and the technology cannot carry them. We build tools that surface, assemble and flag — and always with a human decision before anything leaves the firm.

Frequently asked questions