AI-Powered Legal Practice Management System

The firm's operations were spread across spreadsheets, shared drives, and countless emails. Fee earners spent hours sorting correspondence, preparing invoices, and manually logging attendance notes.

Compliance checks and matter risk assessments were handled inconsistently, and management struggled to track productivity and billable hours in real time.

We developed an AI-enabled web platform that centralises every aspect of practice management — from client onboarding to billing and compliance monitoring.

• Full client and matter management with automated document linking and case histories
• Smart email allocation that routes messages to the right case automatically
• AI-generated attendance notes and search across past communications
• Schedule of work and costs generated from case activity
• Built-in invoicing and financial tracking for each client or matter
• Compliance recording including Matter Risk Assessments and ongoing monitoring
• Management dashboards for performance insights, fee earner activity, and CPD tracking
• Free consultation tracker for managing initial 30-minute sessions

The platform replaced four disconnected tools with one centralised system. Email handling time dropped by over 70%, compliance reporting became consistent and auditable, and partners gained real-time visibility over every case and fee earner.

AI-powered search and note generation have reduced repetitive admin, allowing the team to focus on higher-value client work.