PROFESSIONAL AND LEGAL SERVICES
Spend the week on client work.
Not the admin around it.
For law firms, consultancies and other professional services, every matter brings forms, documents, follow-ups and billing. We connect the systems you already use, so that work moves on its own and your people stay on the work clients pay for.
Our senior people are doing junior admin, at senior rates.”
Where the unbillable hours go.
Law firms, consulting, engineering, insurance broking and advisory.
The same details, three times
New client details are typed in from an email, then again into the practice system and billing.
Letters waiting on signatures
Engagement letters sit until someone remembers to chase the signature.
Documents saved manually
Attachments arrive by email and have to be filed to the right matter one by one.
Month-end time hunting
Time is pieced together from memory and calendars before invoices can go out.
We work inside the systems you already use.
We find the repetitive steps between your practice system, email, documents and billing, and automate them around how your practice actually works. Your people stay in control of anything that matters.
- LEAP
- Smokeball
- Actionstep
- Microsoft 365
- SharePoint
- Outlook
- HubSpot
- DocuSign
- Xero
LEAP
Smokeball
Actionstep
Microsoft 365
SharePoint
Outlook
HubSpot
DocuSign
XeroUsing something else? Most practice and document systems can be connected. Ask us.
Product names and logos belong to their owners. They show systems we can connect to, not partnerships.
Advice stays with your people
Automation moves the paperwork. Legal and professional judgement is never automated.
Client information stays in your systems
Documents and client records stay where they live now, with access as you set it.
Nothing goes to a client unchecked
Letters, reports and invoices are drafted for a person to review before they're sent.
Common questions
Where to look next
Want the repetitive admin handled?
We automate the routine steps your team repeats every week.
Explore Business Process AutomationWant less time sorting emails and documents?
AI does the sorting. Your people review anything that matters.
Explore AI AutomationWant your systems to agree?
Details entered once and shared where they're needed.
Explore Systems Integration
Related problems: Too much time is spent on administration and Your systems don't talk to each other.
Start with one conversation.
One free conversation, usually 30 minutes to an hour. No preparation needed.
Book an Initial Appointment