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Example · Disclosure and Costs
Example · Family
Disclosure chased. Costs in view.
Disclosure drags and costs drift because nobody owns the chase. The asset pool lives in a dozen documents and the client asks where the money has gone.
An example of what we can build · About two weeks on average
Disclosure Chaser · FamilyMatthews and Matthews · disclosure
Chaser draftedItems requested11
Received7 of 11OK
Outstanding4 itemsFLAG
Next chaseMon 16 Nov 2026 · other sideDIARY
Approve the chaserSee the four items
Example only. The matter and dates are fictional.
Example · Disclosure and Costs
Three tools we would start with for family.
01
Disclosure Chaser
Chases disclosure from the other side on a schedule.
02
Asset Pool Builder
Builds the asset pool from documents and file data, for a lawyer to check.
03
Advice and Costs Drafter
Drafts advice letters and costs updates from the file.
Precedent Check, family law first. Checks every precedent and court form in your library against the latest published versions. The Courts updated 24 forms on 10 June 2025 and seven more on 19 December 2025. We include it in every build. See the shared tools.
Alerts and the cockpit
Four alerts, and one page for the partner.
The alerts watch the dates and thresholds that matter in family and go to the file owner, escalating to the supervising partner when something is missing. The practice cockpit shows what is due, what has stalled and what is waiting for approval.
Co-designed with you
We agree the alerts with you: your matter types, your thresholds and who approves what.
How it works
Co-design, build, deploy.
- 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.
Tell us what you need to see.
We co-design it with you, build it and deploy it. On average, two weeks.
Contact us