AI Automation for Law Firms

Our AI document assembly connects to your practice management system and pulls matter data, client details, and relevant precedents to generate first drafts of common legal documents. For a conveyancing firm, this means contracts, vendor statements, and settlement letters are pre-populated from the matter file. For litigation, statements of claim, affidavits, and discovery requests are generated from matter notes and template precedents. Documents are created in Word format for lawyer review, maintaining your firm formatting and clause libraries. The system learns from edits to improve future drafts.

Yes, our automation is designed around the Legal Profession Uniform Law and state-specific regulations. We implement strict data segregation to support client confidentiality obligations, audit trails for regulatory compliance, and trust account transaction logging designed around the requirements of each state or territory legal services commissioner. All data is stored on Australian servers (AWS Sydney or Azure Australia East). We do not use client data to train AI models. Your matter information remains strictly confidential and isolated.

Our deadline tracking system calculates critical dates from matter data: statute of limitations deadlines, filing deadlines, court hearing dates, settlement dates, and regulatory response periods. Each deadline generates escalating alerts, first to the responsible lawyer, then to the supervising partner, and finally to the practice manager if unacknowledged. The system accounts for court holidays, weekends, and jurisdiction-specific calculation rules (such as the Supreme Court Rules for filing deadlines). Every critical date needs a positive acknowledgement, so an unacknowledged deadline keeps escalating.

A connection to a legal practice management system such as LEAP, Actionstep, FilePro, Smokeball, SILQ or Clio, or to InfoTrack, is not included as standard: we scope it as custom work on a quote. A connection can cover matter data, client records, time entries, trust transactions, documents, and calendar entries. For firms using legacy systems or custom databases, we build API connectors or use scheduled data synchronisation. Integrations are configured and tested on a timeline confirmed in your written quote, with your existing workflows and data structures preserved exactly.

AI analyses time entries for missing descriptions, inconsistent rates, and unbilled work that should be captured. It identifies matters where recorded time significantly underrepresents the work done (a common problem in fixed-fee arrangements) and generates draft narratives for time entries. Monthly billing runs are automated: AI produces draft invoices, applies fee agreements and discount schedules, routes invoices for partner approval, and sends approved invoices to clients via email or the client portal.

Our intake automation runs comprehensive conflict checks across your entire matter database, searching client names, related parties, company officers, and related entities against all historical and active matters. When potential conflicts are identified, the system generates a conflict report detailing the nature of each potential conflict for partner review. New matter intake forms are pre-populated from existing client data, engagement letters are generated automatically, and ID verification checks are triggered to meet AML/CTF obligations.

A core legal package covering document assembly, deadline tracking, and billing automation is the usual starting point, with timing confirmed in your written quote. This includes connecting to your practice management system, configuring document templates, and setting up deadline calculation rules for your practice areas. Adding conflict checking and full matter management automation extends implementation to 4-6 weeks. For multi-office firms requiring firm-wide rollout, we implement in phases, typically starting with one practice group as a pilot before expanding across the firm over 8-12 weeks.