28 problems law firms bring us, each with the cause, what it costs and what we build to fix it.
Law firm conflict checks that rely on an all-staff email and a name search miss things. How we build a searchable conflict check that keeps your sign-off.
Fee earners who record time from memory at the end of the week lose chargeable work. How we build time capture for law firms from emails, calls and documents.
Chasing clients for ID and address documents stalls new matters. How we automate law firm client ID check requests, reminders and the record on the file.
Court bundles built by hand mean late nights, broken page numbers and index errors. How we automate law firm bundle preparation from your document system.
Fee estimates get exceeded because nobody compares WIP to the estimate until billing. How we build costs estimate alerts and client updates for law firms.
Law firm enquiries sent to a general inbox get passed between teams and go cold. How we route enquiries by practice area and track every callback.
Client care letters copied from old matters carry the wrong names, fees and terms. How we build a law firm engagement letter generator from your own templates.
Directions orders get read and their dates typed into diaries by hand. How we extract law firm court deadlines into your system with a second-person check.
Finished matters stay open because file closure has too many small steps. How we automate law firm file closing, balance checks, letters and archive dates.
Undertakings tracked in a spreadsheet get missed when a fee earner forgets to log one. How we build a law firm undertakings register tied to each matter.
Court fees, search fees and counsel's fees paid on office account get missed at billing. How we build law firm disbursement tracking that reaches every bill.
Recorded time sits as WIP for months because billing depends on fee earners remembering. How we build law firm billing prompts, draft bills and lock-up views.
Small residual balances on client account build up on old matters. How we help law firm accounts teams trace, contact and track residual balances to a close.
Clients ring fee earners for updates because they cannot see progress. How we build law firm matter update messages and a client view from your own records.
Precedents saved on desktops and old matters mean out-of-date drafting gets reused. How we build a law firm precedent bank with versions, owners and search.
When emails stay in personal inboxes, law firm matter files are incomplete. How we build email filing that suggests the matter and files with one click.
Original wills and deeds tracked on cards or an old spreadsheet are hard to find. How we build a law firm deeds register with barcodes, movements and search.
Instructions to counsel and chambers' fee notes get lost across inboxes. How we build law firm tracking for briefs, deadlines, fees agreed and fee notes.
File reviews by random sample and paper checklists miss risky matters. How we build law firm file review selection, checklists and follow-up tracking.
When a fee earner leaves, dozens of matters need moving with dates, undertakings and emails. How we build a law firm caseload handover pack from your data.
Complaints logged in a spreadsheet slip past the firm's own response deadlines. How we build a law firm complaints log with dates, owners and a full record.
Law firms rarely know which referrers send the most work because the source is never recorded. How we build referral tracking from enquiry to fees billed.
Estate administration means dozens of letters to banks, pensions and insurers, and chasing replies. How we build probate asset tracking for law firms.
Building a disclosure list means listing, dating and de-duplicating thousands of documents. How we automate the mechanical part for law firm litigation teams.
Requests for money on account are sent late and chased by hand, so work starts unfunded. How we build law firm payment requests, links and reminders.
Dictation queues leave letters waiting while secretaries type from scratch. How we build law firm transcription drafts that secretaries check and format.
Clients screened once at onboarding are rarely rechecked when sanctions lists change. How we build law firm sanctions rescreening with a review queue.
Word and PDF questionnaires for wills, family and employment matters come back incomplete. How we build law firm online forms that ask only what applies.