Four things, built around
how your firm runs.
We start with a small data check to see what we can reach in your practice system, co-design what you need with your partners, then build and deploy it. On average, two weeks. Your lawyers approve; nothing sends itself.
See what is happening.
The visibility you need on one page: what is due, what has stalled, where the money is and what is waiting for approval. In the web, in Teams or in Power BI.
- A Monday brief for partners, by email or in Teams
- Work in progress, billing and lock-up by fee earner and matter
- Trust and compliance position at a glance
Know before it is a problem.
Dates, risks and exceptions go to the right person, and escalate to a partner when something is missing.
- Key dates and limitation periods, checked every night
- A warning before funds move or a matter stalls
- A nightly all-clear so silence means everything is fine
Get the routine work done.
Agents read documents, draft chasers and updates and prepare the next step. A lawyer approves every one before it goes anywhere.
- Contracts read into dates and tasks
- Chasers and client updates drafted before anyone asks
- Intake, conflict and AML checks prepared for review
Replace the spreadsheet.
Small custom applications for what your practice system does not do: a client hub from enquiry to open matter, a settlement calculator, or the tool your firm runs on a spreadsheet today.
- Client hub: pipeline, conflict checks, quote, onboarding
- Settlement calculator for conveyancing
- Built on your data, in your own tenant
Co-design, build, deploy. About two weeks on average.
- Co-designWe sit with your partners and fee earners and agree the dashboards, alerts and agents that matter to your firm.
- BuildWe build on your practice system and Microsoft 365, in your own tenant. About two weeks on average.
- DeployYour administrator authorises the connection and can revoke it any time.
- ApproveEvery draft, date and task waits for a lawyer. Nothing sends itself.
Your practice system.
We build on the leading practice management systems, and on any other practice system where we can access the data. We deliver in the web, Teams and Power BI.
Tell us what you need to see.
We co-design it with you, build it and deploy it. On average, two weeks.
Contact us