01 / Today
New-client intake means chasing forms and documents for days.
A possible workflow
A guided intake assistant collects details and documents one item at a time, then hands a complete file to the right person.
For Legal
Less intake admin, more billable work.
Firms lose hours to intake forms, document chasing, conflict checks and status calls. We automate the admin around each matter and keep lawyers in charge of every judgment and every word that goes out.
From problem to process
Where a first workflow could help.
These examples show how we would approach familiar operational work. We confirm the fit, systems and approval points with your team before scoping a project.
02 / Today
Screening new enquiries against your criteria is manual and inconsistent.
A possible workflow
Rules-based screening flags what fits and routes edge cases to a lawyer, with every decision logged.
03 / Today
Clients call and email to ask where their matter stands.
A possible workflow
A secure client portal with status and documents, signed in through your CRM.
04 / Today
AI drafting is off-limits because nothing can go out unchecked.
A possible workflow
AI reply drafting from your past answers, with a named reviewer approving each reply before it is sent.
Bring one process. Leave with a clear next step.
Start with who handles the work, which tools are involved and what usually goes wrong. We will map the first workflow and the decisions that should stay with your team.
Explore all industries →Make the next step work for your team.
Tell us about your process and the tools you already use. We will help you choose a practical first build.