Top workflows to automate first
Matter intake & onboarding
New client? Agent collects ID documents, runs conflict checks, opens the matter, and sends engagement letters.
3–5 hrs/week saved
Deadline & court date tracking
Critical dates surfaced, reminders escalated, nothing falls through the cracks.
2–4 hrs/week saved
Document chasing
Agent requests outstanding documents from clients, sends reminders, and flags overdue items to fee earners.
3–5 hrs/week saved
Results in practice
Example figures
High street solicitors
25 staff
Time saved
12 hours/week
Key result
Client onboarding time cut by 60%
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