Commercial law
The economics of a law firm make administrative drag unusually expensive. When a fee earner's hour has a price, an hour spent chasing a document, writing a file note or assembling a status update is a direct subtraction from revenue rather than a nuisance.
The second exposure is the deadline. A missed limitation date or filing is not an operational error, it is a professional indemnity event. Most firms manage this with diaries and diligence, which works until the week somebody is unwell.
Where it pays
- Faster first response without pulling a fee earner off a matter
- Conflict checks and matter opening handled before the call back
- Deadlines tracked with an escalation chain that ends with a partner
- Billable time captured from work already done
- Files and correspondence consistent across every fee earner
In practice
- Enquiry classification, conflict check and matter scoring
- Matter opening with tasks, engagement letter and welcome flow
- Limitation and filing date calculation with alert ladders
- Meeting notes turned into actions, file notes and time entries
- Approval gated correspondence sent from the lawyer's mailbox
Where the money leaks
- Enquiries answered slowly because everyone is on a matter
- Conflict checks run by hand before anyone can respond
- Matter opening rebuilt manually every time
- Time captured from memory at the end of the week
- Documents and correspondence filed inconsistently
- Deadlines carried in one person's diary
Intake that opens the matter
An enquiry is classified by matter type and urgency, run against the conflict database, scored, and turned into a matter with its task structure, engagement letter draft and welcome sequence already in place.
The first substantive reply goes out while the enquiry is still warm, which is the entire difference between a lead and a client.
Deadlines with an escalation chain
Court dates, filing dates, limitation periods and compliance obligations tracked per matter, calculated at opening, and escalated on a ladder that ends with a partner. A date passing without confirmation is treated as an incident rather than as silence.
Time and file notes that capture themselves
Meeting and call notes produce billable entries, action items and file records. Recovering even a fraction of the time currently written off as unrecorded is usually the largest single number in the business case.
Where we would start
Deadline tracking, if the firm has ever had a near miss. It is the cheapest risk reduction available and the business case does not depend on any productivity estimate at all.
Where the deadline discipline is already solid, intake and time capture are the better first build. Intake because a faster first response converts enquiries the firm is currently losing quietly, and time capture because unrecorded work is real revenue that has already been earned.
Document generation and matter reporting come after, once the matter data is structured enough to assemble from.
Common questions
Does anything reach a client without a lawyer seeing it?
Only an acknowledgement of receipt. Every substantive communication is drafted and waits for approval. Legal advice is not something we let a system send.
What about confidentiality?
Scoped at the start: what data is processed, where it sits, what never leaves your environment, and what the retention rules are. That conversation happens before any build, not after.
We are a small commercial firm.
Firms of roughly five to thirty fee earners get the most from a full build. Smaller firms usually start with a single workflow, and larger ones tend to have an internal operations team we would work alongside.
Related reading
Other industries we build for
- Mortgage broking
- Financial planning
- Insurance broking
- Accounting
- Real estate
- Architecture and design
- Property styling
- Trades and contracting
- Recruitment and staffing
- Dental and medical
- Allied health
- Veterinary
- Property management
- IT and managed services
- Childcare and education
- Marketing agencies
From the blog
Real builds with real numbers live on the case studies page, and how it works covers the engagement start to finish.