What it does in your kind of firm

We start with one practice group and one job that wastes the most time. Everything is for internal use, and a lawyer reviews it before it goes near a client file.

Family law

Chronologies and affidavit preparation

Pull the key dates, orders sought and correspondence from a matter into a draft chronology, with a link to each source. Flag documents that are missing. The lawyer edits rather than starts from scratch.

Property

First pass on leases and contracts

Parties, dates, renewal and termination terms, outgoings and special conditions extracted into a review summary and attached to the right matter and version.

Wills and estates

Precedents and probate checklists

Find the last five testamentary trust precedents with a particular clause. Check a new estate matter against your grant checklist and list what is still missing.

Personal injury

File handover

A new fee earner gets the facts, medical reports, correspondence and limitation dates in one summary instead of a week reading someone else's inbox.

Migration

Document completeness

Which required documents are on file, which have expired, and what is overdue, checked against your own checklist before lodgement.

Every practice

Intake notes and firm policies

A draft file note and conflict search preparation from the first documents. Plus one place to ask what the firm's rule is on costs disclosure, trust receipts or file retention, with a link to the policy.

Best fit: 10 to 40 staff on LEAP or Smokeball with Microsoft 365 Not a fit: large firms with IT teams, or firms with no practice system