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Legal automation

A client email becomes a task with a deadline and a draft reply

The system reads incoming emails and documents, identifies the client, matter and urgency, extracts parties and deadlines, and creates the record in your practice management system or CRM.

A lawyer always reviews and sends the reply.

  • 30–45 minute call
  • examples shown on your own screen
  • written assessment afterwards
Diagram: a client email becomes a task on the matter with a deadline and a draft reply
Incoming client emailEML
  • Client identified
  • Matter found
  • Deadline extracted
CRMTask on the matter with a deadline
Draft reply – to the lawyer

Processes

Legal work the system can take over

  • New client enquirytriaged enquiry with an assigned lawyer
  • Email on an existing matterfiled to the matter, urgency flagged
  • Contracts and court documentsparties, dates and deadlines structured
  • Court and authority noticesdeadline in the calendar and a task
  • Recurring client questionsdraft reply for lawyer review
  • Document archivesearch by matter, party or deadline

How it works

From email to a task on the matter

  1. Email or document

    Email, attachments, authority portals

  2. Extraction

    Client, matter, parties, deadlines

  3. Rules

    Who handles it, how urgent, when it is due

  4. Record in your system

    Matter or CRM, deadline in the calendar

  5. Lawyer approves

    A reply goes out only after approval

The model reads the text, rules decide who and when, and a lawyer approves every reply. Every decision is stored, so the matter history can be traced.

Your software

Your systems stay

The system works with your email, document storage and practice management or CRM software. Your lawyers keep working where they always have.

We use business-grade APIs that don’t train models on your data, and for sensitive processes the system can run on your own or an EU server. Confidentiality and data processing are agreed in the contract.

Your softwarestays as it is
  • Microsoft 365
  • Google Workspace
  • Practice management system
  • CRM
  • Document storage

Who it’s for

When it makes economic sense

For law firms and in-house legal teams that lose a lot of time sorting email, tracking deadlines and answering recurring questions.

Economics decide: the value recovered in a year has to clearly exceed the cost of the system.

If your practice management software already covers it, we’ll tell you in writing.

Questions

What to know about legal workflow automation

Does the system reply to clients on its own?
No. It prepares a draft reply, and a lawyer reviews and sends it. Only the preparation is automatic: identifying the client, matter, urgency and deadlines.
How is confidentiality protected?
We use business-grade APIs that don’t train models on your data. For sensitive processes the system can run on your own or an EU server, and data processing and confidentiality are agreed in the contract.
Do we need to replace our practice management system?
No. Records are created in your practice management system or CRM through its API or import, and deadlines go into your calendar.
Where do we start, and what does it cost?
We start with a 30–45 minute process review: you show a few typical emails on your screen and get a written assessment. The price is fixed after the review and proposal, and the first working phase is usually planned for 6–10 weeks.

Contact

Show us how your team handles incoming email today

In a 30–45 minute call we look at a few typical emails on your screen. Afterwards we tell you in writing what can be automated, where rules are needed and whether the economics make sense.