Law
Accelerate legal workflows with AI that reviews documents, manages discovery, tracks deadlines, and automates routine legal tasks while maintaining accuracy.
Common Challenges We Solve
Document-heavy review processes
Complex case management
Critical deadline tracking
Time-consuming legal research
Available Workflows
Click any workflow to see detailed information, pricing, and ROI metrics
Tailored to Your Technology Stack & Processes
Each workflow below is adapted to your firm's specific systems, approval hierarchies, and operational constraints. These are not one-size-fits-all solutions—they are configured to integrate with your existing tools (CRM, ERP, project management, accounting software, etc.) and designed around how your team actually works. Implementation begins with understanding your current state, not forcing you into a template.
Scheduling, Deadline & Coordination Automation
Calendar ingestion → scheduling rules → reminders → escalation logic
Revenue Leakage & Exception Detection
Event monitoring → anomaly detection → alerts → resolution tracking
Sales-to-Delivery / Intake-to-Execution Handoff
Structured intake → automatic task creation → system sync
Payment Failure & Follow-Up Automation
Payment event monitoring → intelligent retry logic → client notification → escalation rules → resolution tracking
Referral Intake & Incentive Tracking Automation
Referral capture → source attribution → automated follow-up → incentive tracking → payout confirmation
Data Hygiene & System Truth Enforcement
Deduplication → stale record detection → cross-system reconciliation → enforcement rules
Actionable Analytics & Alerting (Not Dashboards)
Metric definition → threshold logic → alerts → recommended actions → escalation paths
Document Generation & Template Automation
Template standardization → data field mapping → AI-assisted draft generation → review & approval workflow
Client Re-Engagement & Lifecycle Nurture Automation
Client lifecycle mapping → trigger-based outreach → personalized re-engagement → conversion tracking
Owner / Executive Dashboards (Decision-Grade Visibility)
KPI definition → data aggregation → real-time dashboards → scheduled executive summaries
End-to-End Workflow Orchestration Layer
Cross-system mapping → trigger logic → orchestration workflows → monitoring & governance
Custom AI Workflows for Law
These workflows are not templated solutions. Internal processes vary significantly across law firms—from approval hierarchies and risk thresholds to document formats and escalation protocols. Our systems are custom-built after understanding how your firm actually operates.
Each workflow involves AI-driven reasoning, document interpretation, decision logic, and human-in-the-loop escalation when needed. These are not simple rule-based automations—they adapt to context, validate against your specific business rules, and integrate with your existing systems and teams.
Examples Only — Not Pre-Built Solutions
The workflows shown below are examples of what can be built after we understand your firm's specific processes, approval structures, and operational constraints. They are not plug-and-play templates. Every implementation is designed around how your organization actually works.
Client Intake & Matter Classification
Assesses intake submissions, performs conflicts checks, and evaluates urgency using your firm-specific rules and practice area requirements. Routes matters through appropriate intake and approval workflows based on complexity and risk.
Configured to your conflicts procedures and matter acceptance criteria.
Document Review & Preparation
Extracts key terms, clauses, and obligations from legal documents, interprets them in context, and routes drafts differently depending on practice area, document type, and your firm's review protocols. Flags deviations from standard language.
Tailored to your document templates and review workflows.
Deadline & Obligation Tracking
Monitors court filings, regulatory deadlines, and contractual obligations, escalates approaching deadlines based on your firm's lead-time requirements, and adapts reminder cadence to matter urgency and attorney preferences.
Built around your docketing standards and escalation protocols.
How Custom Workflows Are Built
Discovery: We map your current processes, identify decision points, and understand your approval hierarchies, risk thresholds, and escalation protocols.
Design: We design workflows that match how your firm actually operates—not how a template assumes you should operate.
Build: We develop AI agents that reason through context, validate against your business rules, and escalate exceptions to the right people at the right time.
Deploy: We pilot the workflow in a controlled scope, measure results, refine based on feedback, and scale when you're ready.
Ready to automate your law workflows?
Start with a focused pilot. See measurable results in 2 weeks. No long-term commitment required.