Organise new enquiries
and matter administration.
Support intake, document requests and internal handovers while keeping legal judgement with your practitioners.
Discuss your workflow →How we can help legal services
These are examples of workflows we can assess and build. We confirm the scope, available integrations and responsibilities before implementation.
New enquiry intake
Collect basic enquiry details and route them to the appropriate practice team.
Conflict check preparation
Assemble the agreed information for a person to run and review the conflict process.
Document request tracking
Send approved checklists and flag outstanding information.
Matter setup tasks
Create internal folders and administrative tasks after staff authorisation.
Appointment and task reminders
Connect approved calendars and internal deadlines with reminders.
Administrative summaries
Compile matter activity and outstanding tasks for practitioner review.
An example workflow
- A prospective client submits an enquiry
- The relevant team receives the intake details
- Staff complete the required acceptance checks
- An approved matter setup workflow creates administrative tasks
The exact triggers, messages and review steps are agreed around your team and systems.
Built with the right boundaries
Automations do not provide legal advice or independently decide conflicts, deadlines or client acceptance. Confidentiality, access and document handling are defined with your team.
From opportunity to a working setup
Understand the work
We review the current process, time consuming steps and the systems your team uses. Together we choose a manageable starting point.
Build and test
We map triggers, actions and exceptions, connect supported tools and test realistic scenarios before launch.
Hand over clearly
We document ownership, error notifications and operating instructions. Ongoing support can be scoped where needed.
Questions about legal services automation
Can you connect our existing systems?
We check the tools involved, supported connectors, API access and permissions during scoping. Where a connection is not available, we explain the limitation before confirming the project.
Which workflow should we start with?
A useful starting point is often new enquiry intake. We compare it with the other manual tasks in your business and prioritise a process with clear inputs, an owner and a measurable outcome.
How are pricing and timelines agreed?
We provide a scoped proposal after reviewing the workflow and dependencies. Required third party subscriptions, usage charges and ongoing support are clarified separately.
Start with one workflow.
Tell us where manual work slows your legal services team down.