Automating document drafting and intake for a law firm. −70%.

document turnaround time. Automated client intake and first-draft document generation cut document turnaround by 70% and freed attorneys from repetitive drafting and data entry.

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−70%document turnaround time

12+ hrsattorney time saved weekly

100%of intake captured digitally

6 wksto launch

Where the time was going.

Attorneys spent billable-grade time on non-billable drafting: assembling standard agreements, filling the same fields across documents, and re-typing client details that had already been collected once.

Intake was manual and inconsistent. Details arrived by email and phone, got re-entered into the practice management system, and occasionally went missing, which delayed matters before they started.

Turnaround suffered. Routine documents that should take an hour took a day because they queued behind everything else.

What we shipped.

We automated intake and first drafts while keeping every document under attorney review before it left the building.

01Secure digital intakeClients submit details once through a secure flow that maps directly into the practice management system.

02Template-driven draftingFirst drafts of routine documents are generated from the firm's own templates, populated with intake data.

03Attorney reviewEvery draft routes to an attorney to review and finalize; nothing is sent without sign-off.

04Matter automationStatus updates, reminders, and routine client communications run automatically across the matter lifecycle.

What changed.

The firm got faster without compromising attorney oversight.

Routine document turnaround dropped 70% as first drafts arrived in minutes instead of waiting in a queue. Attorneys recovered 12+ hours a week from drafting and re-keying, and intake stopped leaking details.

−70%routine document turnaround

12+ hrsweekly attorney time recovered

1xclient details entered, not repeatedly

“We get a solid first draft in minutes and spend our time practicing law instead of filling in fields.”

Partner, boutique law firm

Built with, and what you own.

The firm owns its template library, intake flows, and automations, on its own secure systems with attorney review built in.

Document automationPractice managementSecure intakeTemplate libraryHuman review

Document Processing and OCRWorkflow AutomationCustom AI Software Development

Questions about this build.

Does automation send documents without review?

No. Every generated document is reviewed and finalized by an attorney before it goes anywhere.

Is client data handled securely?

Intake and storage run on the firm's own secure systems with scoped access; automation is limited to assembly and routing.

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