Attorneys: Automate the boring, repetitive admin
Less retyping and folder-making, more time for legal work. Automation, programmatic task handling, and the smart use of AI.
Increase your efficiency
Single data entry: Enter client and party details once via a form.
Instant document prep: With one click, create an intake note, power of attorney, contract (including multiple parties/counterparties), land-registry filing, etc.
Order in your files: Automatic matter ID, folder structure, and consistent names in SharePoint or on your drive.
Fast repeats: For recurring clients, pick a template and your document is ready in seconds.
AI comes after the basics: It searches and analyzes decisions, suggests clauses, and produces quick summaries (with human review).
Typical savings
~30 min when opening a matter + ~30 min on a contract. Across dozens of cases a year, that’s days to weeks back.
And the automation possibilities go far beyond this…
Why work with us?
Tailored to your practice
We work with law firms and adapt to how you operate. We look for a solution shaped to your processes.
Minimal tech change
Work with Microsoft tools? We’ll stay with them. Office 365, SharePoint, Power Automate, Power Apps—fewer new tools, better data governance. Need to expand? We’ll design it.
Honest efficiency
We’ll say plainly what’s needlessly manual and where it’s worth starting.
How it works
Mapping
We review the pain points with you, map the matter lifecycle, data handling, and bottlenecks.
Standardization
We unify templates and standardize how data is captured and processed. A database or lists become the single source of truth.
Automation
Artificial Intelligence
Once the basics run smoothly, we add AI where it’s needed and useful: search, analyses, summaries, clause suggestions, dashboards, etc.
Our process
Initial call
A 15–20 minute phone or video call. We review your situation and whether (and how) we can help—and whether we’re a fit to collaborate.
Joint workshop
A 1–2 hour in-person or video session. Pains, priorities, quick wins. We map your situation—what slows you down, annoys you, or blocks you—and what can be solved quickly.
Solution proposal
Recommended text: We prepare a tailored proposal based on the workshop: priorities, pros/cons, budget and time estimates, expected savings, and “quick fixes” plus a longer-term roadmap.
Clean up IT basics
If needed after the initial analysis: organize storage/sharing/permissions so automation has a solid foundation (we’ll coordinate with your IT if required).
Incremental implementation
We implement in prioritized steps. Solve one problem, test it, roll it into your practice—then add the next area, and later the AI layer.
Ready to work less and get more done? Start automating your practice.
Book a consultation
Contact me and we’ll schedule an introductory call or video.
