Less time assembling the matter. More time working it.
Documents arrive through email, shared folders, portals and outside parties. We match them to the right matter, check them against your firm's checklist, flag missing items and conflicting versions, and prepare follow-ups for staff to approve, so attorneys start with an organized file.
Free 30-minute conversation about how your business runs. Practical recommendations. No obligation.
Prefer to talk? Call (435) 243-5808 about your workflow, or .
Your practice management platform holds the matter. The file still gets built by hand: records from providers, documents from clients, drafts from opposing counsel, each arriving somewhere different.
Intake forms and reminders are largely handled by the platforms firms already use. What's left is the sorting, checking and chasing that has to happen before anyone can do the legal work.
- Records and documents sorted into matters by hand
- Files that look complete until review starts
- Outside parties chased from memory and old emails
- Two versions of the same document and no clear current one
Where we'd take the work off your team.
Each of these can start with the software you already have. Every card has a common example on the back.
Documents matched to the matter
Documents from email, shared folders, portals and fax are matched to the right matter and filed where your firm keeps them. Anything that can't be matched with confidence goes to a review queue.
A personal injury firm's medical records and bills arrive from a dozen providers by email, fax and portal, and paralegals sort them by hand.
Each record is matched to the matter and the provider request it answers, then filed. The matter's records list updates as they arrive, and anything unclear waits for a paralegal to place.
- AI document matching across email, fax and portals
- Filing to the matter
- Records list that updates itself
- Review queue for unclear documents
Checked against your firm's checklist
Each matter type has its own checklist. The file is checked against it for missing documents, pages, signatures and dates, and gaps are listed before the file reaches an attorney.
An estate planning practice finds at the signing meeting that a client's beneficiary forms are missing pages.
Documents are checked against the plan's checklist as they come in. Missing pages and unsigned forms are flagged weeks ahead, and the request to the client is drafted for the paralegal to send.
- AI checks against the plan checklist
- Missing page and signature flags
- Client request drafted for the paralegal
Outside parties, followed up
Everything a matter is waiting on from outside the firm has an owner and a date. Overdue items are listed, and follow-ups to providers, agencies or other counsel are drafted for staff to approve.
An immigration practice waits on employer letters and certified translations, and the only record of what's outstanding is the inbox.
Each outstanding item is tracked on the matter with a due date. When one goes quiet, a follow-up naming exactly what's needed is drafted for the paralegal, and replies update the list.
- Outstanding items tracked by matter
- AI follow-up drafts
- Replies read to update the list
One current version
When several versions of a document exist across email and folders, they're grouped and compared, and the differences go to a person to settle which is current before the file moves on.
A litigation boutique's attorney starts drafting from an exhibit list that was revised in an email thread nobody filed.
Versions of the same document found in email and folders are grouped on the matter. The differences are shown side by side, and staff mark the current one before it reaches the attorney.
- Versions grouped across email and folders
- Side-by-side differences
- Current version marked by staff
Automate the assembly. Keep judgment with your attorneys.
Legal work carries consequences, so staff approve every step that matters. The automation matches, checks and drafts. It doesn't advise, file or decide whether a document is legally sufficient.
- Documents it can't match with confidence go to a review queue
- Checklist checks cover completeness, and attorneys judge what a document means
- Follow-ups to clients and outside parties wait for staff approval
- Confidential information stays in systems you control, with access by matter
The simplest automation that works.
Your practice management and document systems are worth keeping. We connect the email, shared folders and outside sources that feed them.
- Clio
- MyCase
- Smokeball
- PracticePanther
- NetDocuments
- DocuSign
- Microsoft 365
- Google Workspace
- More+
Where we'd leave things alone. Practice management platforms already handle intake forms, reminders and much of matter setup. If yours covers that, keep it, and we'll help set it up. Trust accounting and court calendaring stay where they are. We work on the file assembly and checks that still happen by hand.
- 01
Configure what you have
Your platform may already do it. It just isn't set up for how you work.
- 02
Connect your systems
Tools that work fine on their own, joined so nobody retypes between them.
- 03
Replace a narrow tool
Where a costly subscription does a small, stable job, owning a replacement can win.
- 04
Build custom
When an important workflow needs something no product does at a sensible price.
Start with one matter type.
Pick the matter type where files take longest to assemble. We walk through recent matters, see where documents came from and what was missing at review, and check what your current platform already does.
Get My Free Workflow ReviewFree 30-minute conversation about how your business runs. Practical recommendations. No obligation.
Prefer to talk? Call (435) 243-5808 about your workflow, or .
- 01
Walk through recent matters from first document to attorney review
- 02
Write down your checklist for that matter type
- 03
Connect the document sources and run beside your current process
- 04
Measure preparation time and files returned for missing items
Run your own numbers, four ways.
Time saved isn't money saved unless something changes. So this keeps four kinds of benefit apart, and never counts the same hours twice.
What would automating this be worth to you?
7 short questions about the time your team spends sorting, checking and chasing matter documents, one at a time, each with what to enter and why we ask. Skip any you don't know. Your answers stay in your browser.
These are typical savings, estimated from the numbers you entered and reduced to reflect the results automation projects commonly deliver.
They aren't a quote or a promise of savings. Every business is different, so your results could be higher or lower. A real estimate of the savings and the ongoing cost comes from properly scoping your workflow, and the free workflow review is where that starts.
Your answers are worked out in your browser and never leave this page.
Client confidences stay in your firm's own cloud accounts, with enterprise encryption, backups and access matter by matter.
How we handle legal data →Questions people ask
Do we have to leave our practice management platform?
Does it decide whether a document is good enough?
Who can see client information?
What is manual work costing your business?
Repetitive admin, missed follow-ups and disconnected systems take time away from running your business. Bring us one process that slows your team down. We'll help you understand what could improve, how much time you could recover, and what it might cost to implement.
Get My Free Workflow ReviewFree 30-minute conversation about how your business runs. Practical recommendations. No obligation.
Not sure where to start? That's what the free call is for. We'll walk through how your business runs and find the easiest wins, the places where automation and AI agents can take work off your team first.
Prefer to talk? Call (435) 243-5808 about your workflow, or .