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HomeIndustriesTechnology for Law Firms

Technology for Law Firms

The same twelve documents, over and over, forever. Small firms lose an enormous amount of time to clerical work that a well-designed system would handle, and to clients asking where things stand.

Common problems

What usually brings people to us

Intake is a phone call, a form and a folder that do not match
Clients send documents in every format except the one you asked for
Somebody retypes information from a PDF into the practice management system
Conflict checks depend on remembering
“What is happening with my case?” arrives ten times a week
Deadlines are tracked in more than one place
Billable time gets reconstructed on Friday
What actually helps

The technology that tends to fix it

Not all of it, and not at once. We start with whichever one of these is costing you the most right now.

Structured intake

One route in, the right questions asked once, and a file that is complete before the first meeting.

Document sorting

Incoming files identified, named, filed to the right matter and flagged when something is missing.

Reading and extraction

Details pulled from documents into your system, with a person reviewing before anything is relied on.

Client status updates

Automatic, accurate updates that cut the check-in calls without cutting the service.

Deadline tracking in one place

Visible to everybody, with reminders that arrive early enough to matter.

Time captured as it happens

Not reconstructed from memory at the end of the week.

Before and after

A small firm and the document pile

Before
  • Clients email documents in whatever order they find them
  • A paralegal sorts, renames and files each one by hand
  • Details are retyped from PDFs into the case system
  • Missing paperwork is discovered late
  • Clients call to ask what is happening

Hours a week of clerical work, and paperwork gaps found too late.

After
  • Documents arrive through one link and are sorted on arrival
  • Each file is named, filed to the matter and checked against a list
  • Details are read out automatically and reviewed by a person
  • Missing items trigger a request to the client the same day
  • Clients get a status update without calling

Minutes of review instead of hours of sorting, with a person still checking everything that matters.

What you should get out of it

  • Less clerical work per matter
  • Fewer status calls, without clients feeling ignored
  • Missing documents caught early instead of at a deadline
  • A person reviewing anything that carries risk

Not sure where to start?

A $300 Technology Briefing gets you an hour together plus hours of research, and a written report inside a week. If you hire us afterwards, the $300 comes off the price.

How pricing works

Common questions

Is this appropriate given confidentiality obligations?

It has to be designed for it, and that is where we start: what stays in house, what a vendor may retain, and what a human must review. If a design cannot meet your obligations, we do not build it.

Are you giving legal advice?

No. We handle the administrative and technology side. Every judgment call stays with the firm.

Sunset over the marsh and intracoastal waterway near St. Augustine, Florida

Let us work out what you actually need.

Thirty minutes, free, and nobody pitches you at the end. Bring us the part of your week you hate and we will tell you honestly whether technology can fix it.