Services
Automation you can buy with confidence: clear scope, measurable outcomes, and controls that keep humans in charge. Start with one workflow, then scale.
Package 1
Automation Audit (Fixed Scope)
Best for firms that want clarity and ROI before building.
- Workflow map (current → future)
- Top 3 automation opportunities (ranked by impact)
- Data + access requirements checklist
- Risk controls plan (approvals, logs, guardrails)
- Practical implementation roadmap
Package 2
Quick Win Build (1 Automation)
Best for getting measurable time back quickly.
- One workflow built end-to-end
- Exception handling (missing/wrong data paths)
- Testing + go-live support
- Documentation + handoff
- Optional staff training
Package 3
Operator Retainer (Ongoing)
Best for keeping automations reliable long-term.
- Monitoring + failure alerts
- Minor improvements / iterations
- Quarterly governance review
- Priority support
Common Quick Win automations
Client intake → matter opened
New inquiry → conflict check → engagement letter → matter created in practice management
Document collection + follow-ups
Automated checklists + client portal + reminder sequences until complete
Case status + client updates
Milestone triggers → approved client notifications — no manual chasing
Deadline monitoring
Statute dates, filing deadlines, and response windows tracked with escalation rules
Controls we don't compromise on
To keep quality high, we don't ship uncontrolled automation. Sensitive actions require clear rules, approvals, and traceability.
- No automatic payments or trust disbursements without approval
- No client-facing messages without attorney review/allow-lists
- No “black box” AI actions without guardrails and audit trails
Ready to remove repetitive admin work?
Book a 15-minute fit call. We'll confirm the workflow, constraints, and the best first build.