[ AI WORKFLOW AUTOMATION FOR LAW FIRMS ]
Real automation is an agent that runs a whole firm workflow end to end — reads from Clio or MyCase, does the multi-step work, writes results back — under attorney control. Production-grade, privilege-safe, ABA 512 audit-logged. Not a no-code toy that breaks on the first edge case.
30 min with a co-founder. No sales pitch.
3
core workflow patterns
ABA 512
audit logging
$1,700
from, simple agents
[ WHAT WE AUTOMATE ]
An agent is Claude with scoped tools into your systems: it reads from Clio or MyCase, does multi-step work, and writes results back under attorney control.
An agent reads one matter's documents, notes, and events through the practice-management API and produces first drafts: consult memos, 30/60-day status reports, client updates. Drafts land back in the matter file for attorney review before anything is sent.
Multi-step pipelines that pull case records, parse them, and produce structured work product: medical and fact chronologies, deposition summaries, damages tables — each entry cited back to its source document.
Intake-to-matter setup with parties and deadlines extracted, deadline triage, conflict checks, calendar availability across the team, and billing summaries. Every write goes through a human confirmation gate.
[ THE DIFFERENCE ]
No-code tools move data between apps. Privileged legal work needs reasoning, state, failure handling, and an audit trail. Here's the line.
01
Real work over documents
Critical
02
Built for confidential work
03
Nothing unsupervised
When a workflow is genuinely simple, we will tell you a no-code tool is enough. When it touches privileged content or client-facing output, it needs real engineering. For the full agent architecture and pricing, see AI agent development.
[ FAQ ]
AI workflow automation means building agents that run a multi-step firm process end to end — read from Clio or MyCase, do the work, and write results back — instead of a person clicking through it. Examples: turning an intake call into a matter shell with parties and deadlines, drafting a status report from the file, or compiling a records chronology.
The difference from generic no-code automation is that these are production-grade, connected to your real systems, and gated so nothing client-facing happens without attorney sign-off and an audit entry.
No-code tools are fine for moving data between apps. They are not built for privileged legal work, multi-step reasoning over case documents, or the audit and verification requirements a firm has to meet.
We build automations that reason across a matter's documents, maintain state, handle failures, and log every action append-only for ABA Opinion 512 — with a human confirmation gate on anything that leaves the firm. When a workflow is genuinely simple we will tell you a no-code tool is enough; when it touches privileged content or client-facing output, it needs real engineering.
The workflows firms most often automate fall into three patterns. Drafting from the file: an agent reads one matter's documents and produces consult memos, status reports, and client updates as drafts for review. Records processing: multi-step pipelines that turn case records into medical and fact chronologies, deposition summaries, and damages tables with source citations. Operations: intake-to-matter setup, deadline triage, conflict checks, calendar answers, and billing summaries.
Every write goes through a human confirmation gate.
Yes, when it is built correctly. Our automations reach case data through the practice-management API, not a consumer chat window, and run on commercial AI terms with training disabled and Zero Data Retention, so privileged content is not used for training or retained after the response.
Every action is logged append-only, and the agent never files anything unsupervised or sends client-facing work without attorney sign-off. That architecture is the ABA Opinion 512 line, and it is built in, not a policy promise.
Scope and pricing are tailored to the workflows involved. Simple agent integrations start at $1,700; larger multi-step automation builds are fixed-price in the $17,000–$53,000 range depending on complexity and the number of systems involved.
We provide a fixed-price proposal within five business days of the discovery call. See our AI agent development page for the full architecture, or book a 30-minute call to scope your workflows.
[ GET STARTED ]
30 minutes with a co-founder. Bring the process eating your team's time — we'll tell you honestly whether it needs a real agent or a simple tool, and scope it either way.
Accepting 1 new automation build
