Can it file correspondence to the right matter reliably?

Matching runs on matter reference, party names, and thread history, and anything below the confidence threshold goes to a review queue. Misfiling a document is worse than asking, so the threshold is set high deliberately.

Does it integrate with our practice management system?

Clio, Actionstep, LEAP, and similar systems expose APIs. For older on-premise systems we integrate at the database or file level, which is slower to build but entirely workable.

Do we have to replace the tools we already use?

No. Automation works best on top of the stack you have. We connect to your existing CRM, inbox, spreadsheets, and billing system through their APIs rather than asking you to migrate anything.

What happens when an automation fails?

It retries with backoff, and if it still cannot complete, the job lands in a queue and a human gets alerted with the exact input that failed. Nothing disappears silently — that is the single most important design rule.

Workflow Automation · Law Firms

Workflow Automation for Law Firms

Non-billable admin is the most expensive time in the firm.

Matter opening, engagement letters, document filing, deadline tracking, and billing prep are all necessary and none of them are billable. Automating the mechanical parts converts administrative hours back into fee-earning capacity.

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Reclaimed weekly: HoursReclaimed weekly
Transcription errors: ZeroTranscription errors
Run visibility: 100%Run visibility

Typical stack

n8n
Make
Python
Temporal
REST & Webhooks

Use cases

What this handles for law firms

Open matters with engagement letters, folder structures, and records generated automatically
File incoming correspondence against the correct matter without manual sorting
Track limitation dates and court deadlines with escalating reminders
Assemble time entries and disbursements into billing drafts each cycle

Matter administration handled automatically, with fee earners reviewing rather than assembling.

Context

The law firms problem underneath it

Legal work is document work, which makes it unusually well suited to AI — provided every output is grounded in a real source. We build systems that retrieve from your actual matter files, statutes, and precedents and cite what they used, so the work product can be checked rather than trusted.

Junior time disappears into research and first-pass document review
Precedent and know-how are scattered across matters nobody can search effectively
Client intake and conflict checking are manual and slow the engagement
Contract review is repetitive but too consequential to rush

What we build

Inside a workflow automation

We watch the process before we automate it. That means sitting with whoever runs it today, recording the actual clicks, and finding the branches nobody documented — the exceptions, the manual overrides, the 'except when it's this customer' rules. Then we build it, including the failure paths, because an automation that silently breaks is worse than the manual process it replaced.

Event-driven pipelines triggered by email, webhook, form, schedule, or file drop
Two-way sync between CRM, billing, support, spreadsheets, and internal databases
Conditional branching that handles the exceptions your team currently handles manually
Retry logic, dead-letter queues, and alerting so failures surface immediately
Document and report generation with data pulled live from source systems
Audit logs recording every run, input, and outcome for compliance review

Deliverables

What ships with the engagement

Process map of the current workflow with time and error cost per step
Production automation with staging environment for safe changes
Monitoring dashboard showing runs, failures, and processing volume
Alerting into Slack or email when a run needs human attention
Handover documentation so your team can adjust rules without us

FAQ