Legal workflow automation, built for your practice
Intake, document drafting, review chasing and deadline tracking eat the hours your team should spend on legal work. We build private automation tools that handle the process around the practice — run from your own dashboard, connected to the systems you already use.
What we automate for legal teams
Contract lifecycle automation
From request to signature: draft from your templates, route for review, chase approvals, track versions and flag renewal dates before they lapse.
Case intake routing
New enquiries classified by matter type, conflict-checked against your client list and routed to the right fee earner with a first-response draft attached.
Document generation
Engagement letters, NDAs and standard filings assembled from matter data in seconds — your clauses, your formatting, your approval before anything is sent.
Deadline & compliance tracking
Limitation dates, filing deadlines and renewal windows watched automatically, with escalating reminders to the matter owner — not a shared calendar nobody checks.
What you get back
In your practice
- Generated documents in your templates, ready for review
- Intake matters triaged and routed to the right person
- Key terms extracted from contracts into searchable fields
- Deadline reminders escalated until acknowledged
- Every action logged against the matter for your records
What you provide
- Your templates and precedents to build generation around
- Your matter types and routing rules
- Access to your practice management software (or a spreadsheet target)
- Your approval steps — who signs off on what
Built for confidentiality
Legal work holds privileged information, so every WorkFlowBot build is isolated per customer: matter files, client data and generated documents live in your tenant only, protected by row-level security, and access is limited to your own users. No other customer ever touches your data, and a problem on one tenant never reaches the rest.
Legal automation questions
What legal workflows can be automated?
Case intake and triage, contract review routing, document generation from templates, deadline and limitation-date reminders, client status updates, and extraction of key terms from agreements. Anything repetitive that moves matter information between people and systems is a candidate.
Can it generate documents from our own templates?
Yes. We build generation around your precedents: engagement letters, NDAs, standard contracts and filings are assembled from matter data with your clauses, your formatting and your approval step before anything goes out.
Does it integrate with our practice management software?
If it has an API, we can almost certainly connect to it — Clio, PracticePanther, MyCase, or a shared drive and spreadsheet. Intake submissions, matter updates and generated documents land where your team already works.
How is confidential client data handled?
Each customer's files and records are isolated using row-level security, and access is limited to your own users. Matter files are stored against your account only, never shared across tenants — essential when you hold privileged information.
Does automation replace legal judgement?
No. Automation handles the routing, drafting and chasing around the legal work. A lawyer still reviews and approves anything that leaves the building — the tool just makes sure the right draft is in front of the right person with the deadline attached.
Get legal workflow automation built for your practice
Tell us the process eating your team's week. We scope it, build it against your real documents and templates, and hand it over as a tool in your dashboard.