Consulting Path: Custom Workflow Automations
Step by Step
Audit
We start with a comprehensive analysis of your existing legal workflows, identifying bottlenecks, manual processes, and key areas for improvement. This deep dive ensures we understand your firm's unique challenges and objectives.
Mapping
Our experts collaborate with your team to visually map out your current and future-state workflows. This blueprint becomes the foundation for designing targeted automation solutions that align with your strategic goals.
Design
Based on the mapping phase, we design bespoke automation blueprints. This includes selecting the right AI tools, defining logic, and creating a detailed plan for a seamless, powerful, and integrated system tailored to your practice.
Integrations
We connect your automations to the systems your firm already runs on. Native integrations include LexGo AI, Relativity, Clio, NetDocuments, Microsoft 365, and Google Workspace — plus any platform exposing an MCP server, REST or GraphQL API, webhook, or SDK. From practice management and eDiscovery to email, calendars, storage, billing, and custom internal tools, we make sure data flows where it needs to without manual handoffs.
Build
Our developers get to work, configuring and building your custom AI-powered automations. We focus on creating robust, scalable, and secure solutions that integrate smoothly with your existing practice management software.
Deploy
We manage the entire implementation process, from initial testing in a sandboxed environment to a full-scale launch. Our team ensures a smooth transition with minimal disruption to your daily operations.
Monitor
Post-deployment, we continuously monitor the performance of your new systems. We track key metrics, gather user feedback, and make iterative optimizations to ensure your automations deliver maximum value and ROI.
How to Get Started
Corporate Legal
Built for in-house legal departments, General Counsel, Associate GCs, and litigation support teams. We help you operationalize AI across contract management, matter intake, eDiscovery, vendor oversight, and outside-counsel collaboration — reducing spend, accelerating cycle times, and giving leadership defensible visibility into legal work.
Law Firms
Designed for managing partners, practice group leaders, COOs, and innovation/IT teams at firms of every size. We help you embed AI across client intake, conflicts, matter management, document review, drafting, knowledge management, and billing — increasing realization, freeing associate capacity for higher-value work, and turning your firm's institutional knowledge into a durable competitive advantage.
