AI automation for solicitors
File opening, ID and source of funds, chasing documents that have sat with somebody for a fortnight, and writing the same matter update to four clients who each rang while you were with somebody else.
None of it can be recorded against a matter, and all of it still has to happen.
The handover
What I would build for you
Onboarding that finishes itself
Client details, identification and source of funds are collected through one link, checked against what that type of matter actually needs, chased where something is missing, and written into your case management system with the fields already filled.
Matter updates drafted from the file, not from memory
It reads what has actually changed on the matter, drafts the update in your firm's wording, and holds it for a fee earner to approve. The calls asking where things have got to stop.
Documents chased per party, per item
It knows which side owes which document, chases only that, changes the wording when the first reminder is ignored, and stops the moment the document lands.
The things that go wrong quietly, caught early
Undertakings coming due, searches about to expire, limitation dates and matters that have not moved in a fortnight are put in front of you before any of them turns into a complaint.
The part your regulator cares about
Client confidentiality comes first. Everything runs inside accounts your firm owns, nothing reaches a client until a fee earner has approved the wording, and anything the flow does not cover stops and comes to a person. Built to sit within your SRA obligations rather than around them.
The audit is free and takes twenty minutes.
I will ask what takes up your week, tell you which parts are worth automating first, and what each one would take to build. Most businesses have more than they expect.