Legal Workflow Solutions
These 15 legal workflows help illustrate how we can automate key common processes for your law firm. Let us know your problematic workflows to automate and we would be happy to review
01
Client Intake Automation – Website Form
Receive new client enquiry via web form, create client in CRM (for new contacts), create new matter in PMS with relevant client and enquiry details included, and then notify lead legal professional via preferred means (email, Slack or Teams etc)
02
Client Intake Automation – External Email
Receive new client enquiry via external email, use AI to extract key information, create client in CRM (for new contacts), create new matter in PMS with relevant client and enquiry details included, and then notify lead legal professional via preferred means (email, Slack or Teams etc)
03
Client Intake Automation – Voice or Chatbot AI Agent
Receive new client enquiry via chatbot or phone, use AI agent to respond to client and extract key information, create client in CRM (for new contacts), create new matter in PMS with relevant client and enquiry details included, and then notify lead legal professional via preferred means (email, Slack or Teams etc)
04
Client Intake Automation – Instant Messaging
Receive new client enquiry via instant messaging app, use AI agent to respond to client and extract key information, create client in CRM (for new contacts), create new matter in PMS with relevant client and enquiry details included, and then notify lead legal professional via preferred means (eMail, Slack or Teams etc)
05
Client Onboarding Automation – Conflict Check 1
Once new matter has been created in the PMS, perform a query to check if the client is either an opposing party, an adverse witness, previously declined onboarding for risk reasons or subject to ongoing restrictions with data received.
06
Client Onboarding Automation – Conflict Check 2
Once new matter has been created in the PMS, perform a query to check if the combination of client, opposing party, type of matter, jurisdiction or historical involvement creates a conflict with existing or former matters handled.
07
Client Onboarding Automation – Engagement Letter
Once new client record has been created in the CRM, send/receive approval request to/from lead legal professional to proceed with formally onboarding, pre-populate engagement letter with enriched data from CRM / PMS and send to client via E Signature Document solution
08
Client Onboarding Automation – KYC Request
Once engagement letter has been sent or signed by client, new client enquiry via external email, auto-send secure KYC request link to collect passport/ID, proof of address, store securely in DMS / PMS, and notify lead legal professional via preferred means (email, Slack or Teams etc)
09
Client Onboarding Automation – KYC Check
Once new client has uploaded KYC documents, perform completeness check then send to specialised KYC or AML service, receive verification status (Pass/Fail/Manual Review), update intake record accordingly, and then notify lead legal professional via preferred means (email, Slack or Teams etc)
10
Client Onboarding Automation – Welcome Messaging
Once new client has passed KYC and marked as onboarded, send email welcoming them to your law firm including both general and client specific data populated from CRM or PMS
11
Client Onboarding Automation – Client Portal
Once new client has passed KYC and marked as onboarded, send request to create client portal access incorporating general and client specific data populated from CRM or PMS
12
Client Onboarding Automation – Billing
Once new client has passed KYC and marked as onboarded, send request to set up billing profile in the finance system incorporating general and client specific data populated from CRM or PMS
13
Client Communications – On Demand Status Update
For existing clients provide real time status updates on cases when prompted via a designated comms medium (instant messaging, email, chatbot, AI voice agent). Query matter status directly from the PMS and provide the update to the client either with or without a human to review the response first
14
Client Communications – Calendar Events
For existing clients allow direct booking of appointments through company website or email into firm-wide or individual calendars. Configure regular reminders via designated comms medium (SMS text, instant messaging or email) to clients regarding upcoming meetings
15
Matter Effort, Duration And Cost Prediction
For new cases review all relevant previous matters and consolidate associated time and billing metrics to predict effort based on new case details. Use these estimates to refine models over time and also consider staffing needs. Possibility to expand capability to predict case outcome based on past precidents