Secure, auditable,
human in the loop.
Legal Automate runs inside your firm's own Microsoft environment. It asks your practice system fixed questions, tokenises client names before any AI sees them, and writes only after a lawyer approves.
One copy, in your own tenant.
One codebase, copied into each firm's own Microsoft environment and sign-in. Your data does not sit in a shared Legal Automate system. Where each part runs, including the AI service and its region, is agreed with you at discovery and confirmed in writing before we build.
A fixed menu of named questions
The assistant asks your practice system named, read-only questions such as stalled matters, work in progress by fee earner and debtors over 60 days. It cannot ask anything else.
Figures are calculated in code
The AI never calculates a figure. Dates, balances and totals come from code you can audit, and the model drafts words around them.
Names are tokenised first
Client names and identifiers are swapped for tokens before any model sees them. Practice-management figures are swapped by field; free text uses your own name list and Microsoft Presidio. Family, criminal and injury practices run in strict mode.
Writes only through approval
The only path that writes back to your practice system is a lawyer approving a draft, a date or a task. Every approval is recorded in the audit log.
Works with the AI tools and systems you already use.
Legal Automate connects your practice system, Microsoft 365 and your document store to Claude, so your lawyers work in one place. Dashboards, alerts, agents and apps appear where they already work, in Outlook, Teams and the web. Your data stays in your own systems, and nothing is saved or sent until a person approves it.
We build the connections that are missing for Australian firms on the leading practice management systems, and agree with you where processing runs.
Does any client data go to the Legal Automate website?
No. The marketing site holds no client matter data. The product runs in your own Azure subscription.
Which AI models do you use, and where do they run?
We use business AI services, and we agree the service and where it runs with you at discovery. Firms that want a Microsoft-only path can use Microsoft's AI services. We confirm the region in writing before we build.
Who owns what?
You own your data and everything the tools produce for your firm. We license the software to you for your own firm, and it cannot be resold or shared with other firms.
Can we turn it off?
Yes. Your administrator revokes the connection and every tool stops. Nothing it has not been asked to do continues in the background.
Is Legal Automate a substitute for a lawyer's judgment?
No. It reads, checks and drafts. A lawyer decides, and every output says what it was based on.
Tell us what you need to see.
We co-design it with you, build it and deploy it. On average, two weeks.
Contact us