AI and automation for law firms
Built on the same foundation as your compliance. Once your evidence runs itself, the same platform works on your matters, inside your own Microsoft 365 and the practice management system you already use.
Matter workflows
The administration around a matter, run by the system instead of by memory. Intake, conflict and due diligence steps, key dates, client updates and file closure happen in order, with the right person prompted at the right time. Workflows are built in Power Automate inside your Microsoft 365 and connected to your practice management system.
What can be included:
- Matter intake that collects what you need once, and opens the matter with it
- Due diligence and risk steps built into intake, so compliance evidence is captured as the matter opens
- Key dates and deadline reminders
- Client status updates
- File closure and retention steps
Document assembly
Your precedents, turned into templates that fill themselves from the matter. Letters, agreements and forms are drafted with the right parties, dates and clauses, saved to the matter and ready for a fee earner to review. Your firm's precedents stay your firm's precedents.
What can be included:
- Precedent review and template build
- Clause libraries with approved wording
- Documents populated from matter data
- Review and sign-off before anything is sent
- Finished documents filed to the matter automatically
Practice intelligence
AI and automation that pull what you need from years of past matters: how similar matters ran, the precedents that were used, and the facts that matter, described by practice area. For example, estate administration practice intelligence surfaces what past estates needed, so a new one starts from experience rather than a blank file.
It runs inside your own Microsoft 365, under your staff AI use policy. AI-assisted output is reviewed by a person before it's relied on.
Estates Back Office by JurisIT. For wills and estates practices: estate administration practice intelligence, compliant matter intake and automated correspondence, delivered as a service. We build and run the systems. Your lawyers do the law.
How it's governed
Automation goes through the same change control as the rest of your tenant. AI-assisted steps run inside limits your policy sets, and the review is recorded on the matter. Automation is built in your Microsoft 365, and connects only to the systems you approve.
Frequently asked questions
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No new app. Automation is built inside your Microsoft 365 and connected to the practice management system you already use. Some features need a particular Microsoft 365 plan, and we tell you before any work starts.
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No. AI-assisted steps prepare and summarise; a person reviews the result and makes the call.
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Less than you might expect. The aim is to take steps off their plate, not add new ones.
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With compliance. Most firms start with the AML Health Check, and automation builds on the same foundation from there.
Start with the obligation. The automation follows.
Fixed scope, fixed fee, and a clear view of where you stand.