AI Automation · Legal
AI Automation for Legal
Deploy AI assistants trained on your own documents, SOPs, and pricing — answering staff questions and reducing manual knowledge work.
Why legal businesses choose this
AI Automation built for legal
Legal practices and law firms bill by the hour, yet fee earners spend a significant share of their day on unbillable work: chasing client documents, tracking limitation dates, and compiling matter status updates. When matter intake takes days and compliance deadlines slip during busy periods, both revenue and professional liability are at risk. Automating intake workflows, deadline alerts, and billing processes on Microsoft 365 protects revenue and reduces risk simultaneously.
Reduce new matter intake from 3-5 days to same-day with automated workflows
Eliminate missed limitation dates and filing deadlines with escalation alerts
Recover 5-8 billable hours per fee earner per week from admin overhead
How it works
What we actually build and deliver
We index your existing documents — SOPs, pricing files, policies, email templates — into a secure knowledge base inside your Microsoft 365 tenant. Then we deploy an AI assistant (via Teams, SharePoint, or a custom interface) that your team can ask questions in plain English. The assistant reads your documents, finds the relevant answer, and cites the source. No data leaves your environment. We handle the prompt engineering, testing, and deployment. Your team gets a working tool, not a prototype.
The problem
What is slowing legal businesses down
Client onboarding and conflict checks take days
New matter intake involves forms, ID verification, conflict searches, engagement letters, and billing setup across multiple people and systems — none of it coordinated.
Billable time leaking to non-billable admin
Fee earners spend hours on document chasing, deadline tracking, and status updates that should be automated. Every hour lost is revenue not recovered.
Compliance deadlines missed when matter volume spikes
When the team is stretched, limitation dates, court filing deadlines, and regulatory submissions can slip — creating serious professional liability risk.
What we build
AI Automation use cases for legal
Precedent and firm-knowledge Q&A assistant for lawyers
Contract and brief summarisation for faster review
Client onboarding document extraction and checklist automation
FAQ
Common questions
What documents can the AI read?
PDFs, Word documents, Excel files, SharePoint pages, and email templates. We can also connect to data in Lists or CRM systems via API.
How accurate are the answers?
The AI cites sources for every answer, so your team can verify. We tune the prompts during setup to minimise hallucination and test against real scenarios before launch.
Can we control what the AI can and cannot answer?
Yes. We configure topic boundaries and response guardrails during setup. You can update these at any time via an admin panel.
Can this connect to our practice management software (LEAP, ActionStep, Clio)?
Yes. Power Automate has connectors for LEAP, Clio, and ActionStep. We confirm integration scope during discovery.
How is client confidentiality protected?
All automation runs entirely within your Microsoft 365 tenant. No client data touches any external server or third-party platform.
Can this help a small firm of 3–10 lawyers?
Yes. Most of our professional services clients are boutique practices. We size the solution to your volume and budget.
Explore more
Related solutions
Other services for legal
AI Automation in other industries
Automation guides for legal
Ready to automate your legal business?
We will scope the work, provide a fixed price, and you decide. No obligation.