All of these keep the fee earner's judgement exactly where it is. They remove the assembly, the waiting and the searching around it.
01 Client and matter onboarding worker
Orchestrates the whole sequence — engagement letter out and chased, identity documents collected, clearance drafted, authorisations tracked, file opened — with a live view of what's outstanding and on whom.
Our proven build. 3 days → 4 hours.
02 Conflict search and intake gate
Runs the conflict search across your existing matter and party records as an exact-match check, surfaces every candidate hit with the matter it came from, and holds the file closed until someone signs the search off.
Deterministic by design — never an inference.
03 AML and source-of-funds file assembly
Collates identity documents, screening output and source-of-funds evidence into a structured file with a gap checklist, and chases what's missing. Screening runs deterministically against official lists.
Assembles and chases. Your MLRO decides.
04 Disclosure and bundle preparation
De-duplicates, orders and indexes documents into a bundle to your court or house specification, builds the chronology from dates in the documents themselves, and reruns cleanly when late material arrives.
Assembles the bundle. Never decides what's disclosable.
05 Contract, lease and deed abstraction
Reads contracts, leases, deeds and titles, and pulls the terms, dates and obligations that matter into a structured summary against the matter — with anything ambiguous queued for review rather than guessed.
06 Precedent and know-how retrieval
Search and question-answering across your own precedents, past advice and closed matters, with every answer traceable to the document it came from — running on infrastructure you control, so nothing is sent to a third-party model.
The strongest case for on-premise deployment.
07 Chasing agent
Tracks what each client, opponent or third party owes you, escalates the chase in your firm's tone, files what arrives against the matter, and gives the partner a daily list of what's at risk.
08 Time recording assistant
Reads calendar, email and document activity and proposes time entries for the fee earner to confirm and narrate. It proposes; it never books.
09 Correspondence triage and file management
Routes inbound post and email to the right matter, files it, flags anything carrying a deadline or a limitation date, and drafts the routine acknowledgements for a person to send.