Industry challenges we solve
Most legal teams are not short of software. They are short of software that fits the matter, respects confidentiality and does not ask a fee earner to type the same client details five times.
Legal software built around how matters actually run. We automate the drafting, intake, disclosure and reporting work that eats fee earner time, connect it to your DMS and practice management system, and treat client confidentiality as an architecture requirement. Senior engineers own the architecture, AI coding agents carry the volume, and every line is reviewed by a human.
Key highlights
Most legal teams are not short of software. They are short of software that fits the matter, respects confidentiality and does not ask a fee earner to type the same client details five times.
We build the workflow and client facing layers around your DMS and practice management system, with confidentiality controls designed in.
Matter intake, conflict check workflows, engagement letters, task and deadline tracking and matter budgets, built as extensions to Clio, Intapp, Elite 3E or Aderant, or as focused standalone apps.
Template driven drafting for engagement letters, agreements, court forms and bundles, with clause libraries, conditional logic and data pulled from the matter record, filed straight into iManage or NetDocuments.
Custodian and data source tracking, hold notices with acknowledgement and reminders, collection logs and exports to review platforms such as Relativity, following the EDRM stages.
Matter status, document exchange, e-signature, invoices and secure messaging for clients, with matter level permissions, MFA and full access logs.
Request, drafting, negotiation, approval, signature and obligation tracking, with metadata extraction and renewal alerts, built custom or integrated with DocuSign CLM or Ironclad.
LEDES e-billing and UTBMS task coding, matter profitability, WIP and realisation dashboards, and outside counsel spend reporting for in house teams.
We sit with fee earners, support staff and IT to map one workflow, the systems it touches and the confidentiality rules that apply. Output: a scope, an architecture and a security design.
One high volume workflow, such as intake to engagement letter, built end to end and used by a pilot team on live matters.
The workflow is integrated with your DMS, practice management and billing systems so data is entered once and filed in the right matter.
Further practice groups and workflows follow, and your knowledge or innovation team is trained to maintain templates and rules.
Lawyers owe their clients a duty of confidentiality, and clients increasingly audit how their firms protect data. We design software that helps you meet both.
Confidentiality is enforced by the system. Matter level permissions, ethical walls and need to know access stop the wrong people seeing privileged material, and every view, download and share is logged. This supports SRA duties of confidentiality in England and Wales and the reasonable efforts expected under ABA Model Rule 1.6 in the US.
Client security requirements are evidenced. Encryption in transit and at rest, single sign on with MFA, data residency in the client's chosen region and documented access reviews are standard. We map controls to ISO 27001 so your answers to client security questionnaires are backed by the system.
Holds and disclosures are defensible. Legal hold notices, acknowledgements, reminders and releases are recorded with timestamps, so the firm or legal department can show what was preserved, by whom and when, if the process is challenged.
Secure, well supported technology that fits into the Microsoft centric environment most firms run, with adapters for the legal platforms you already license.
Tell us about the workflow that costs you most. Written scope, timeline and cost estimate within 48 hours.