Nine ways in. One way of working.
Fixed-fee, fixed-timeline, fixed-scope — no hourly billing, no scope creep, no surprise invoices.
Automation Strategy Consulting
Stop guessing which processes to automate. We embed with your team, map every workflow eating staff hours, and hand you a ranked punch list — written, evidence-backed, yours to keep whether you hire us or not.
- Ranked list of workflows with hours-saved-per-week, sourced from real observation not assumption
- Concrete roadmap by phase: which workflow to automate first, second, third, and why
- Honest 'don't do this' calls — we'd rather lose the engagement than waste your budget
AI Agents Over Your Documents
Your firm's knowledge lives in PDFs, intake forms, prior matters, and partner inboxes. We build retrieval-augmented agents that read it, answer questions about it, and take multi-step actions on top of it.
- RAG systems that pull answers from your engagement letters, playbooks, and prior advice — with citations
- Multi-step agents that handle workflows end-to-end: intake → conflicts → KYC → engagement letter
- Stay inside your data perimeter — runs on your infrastructure, not a third-party SaaS
Forecasting & Capacity Analytics
Predict the things partners actually plan around: workload by quarter, fee-earner utilisation, attrition risk, revenue per matter. Not novelty dashboards — operational forecasts your management team will actually open.
- Capacity forecasting that helps you say yes to the right new work and no to the wrong work
- Attrition and burnout signals from existing data — calendar, billing, time-capture, communication patterns
- Revenue/profitability per matter, partner, sector — built into a view your operations team uses weekly
Workflow Audit
Two weeks embedded with your team. We watch how work actually moves — not how the org chart says it does — and deliver a written punch list of every process worth automating, ranked by hours-saved-per-week.
- Two weeks of shadowing the people doing the work, not just interviews with partners describing it
- A ranked, evidence-backed punch list of automation opportunities — yours to keep, hire us or not
- Honest read on what's worth automating in your stack and what should just be a process change
Custom Automation Development
We build the automation that replaces the workflow — in your stack, with your data, owned by your team after handover. No proprietary platform. No vendor lock-in. Just code that lives in your repo and runs on your cloud.
- Built natively into your practice-management, CRM, document, and email tooling — no rip-and-replace
- Code lives in your repo on your infrastructure. Fire us tomorrow and nothing breaks
- Fixed-fee, fixed-timeline, fixed-scope — no hourly billing, no scope creep, no surprise invoices
Process Automation
Pick the workflow eating your team's week — client onboarding, KYC, document review, CV screening, suitability reports, year-end packs — and we replace it end-to-end. Live in your stack in 2–6 weeks.
- Typical engagement: 2–6 weeks from kickoff to a workflow running live in production
- Reclaim 10–20 hours a week per team, measured by stopwatch before and after
- Reduce process errors to near-zero — the kind of mistakes that come from doing the same thing 200 times a week
Reporting & Management Information
Build the reporting your partners actually look at. WIP, lock-up, realisation, utilisation, pipeline, win-rate — pulled live from your practice-management and CRM systems, ready for the Monday partners' meeting.
- Real-time WIP, lock-up, and realisation views your finance team won't have to rebuild every Monday
- Pipeline and win-rate analytics across partners, sectors, and matter types — actually decision-grade
- Partner-ready PDFs, dashboards, or scheduled email digests — delivered in the format your team will use
Team Training & Adoption
An automation no-one understands is a liability. We train the people who own the workflow — paralegals, ops leads, junior consultants — to run, modify, and extend what we've built. Documentation, runbooks, and the boring stuff that makes it stick.
- Recorded training sessions you can replay for every new hire — no tribal knowledge
- Plain-English runbooks your operations lead can read, not 80-page architecture diagrams
- 30-day post-launch warranty: anything misbehaves, we fix it free while your team gets confident
Fixed-Fee Pilot Project
Not ready for the full engagement? Pick one workflow. We'll scope it, price it, and ship it in 4–6 weeks. Fixed fee. If the saved hours don't justify it, we don't move to the next workflow — and you keep what we built.
- 4–6 weeks from contract to a live, running automation — not a slide deck or a demo
- Fixed scope, fixed price, fixed end date — no ambiguity, no rolling-on engagement
- Decision point at the end: continue, stop, or extend. Your call, with real numbers in hand
You know the number before we start.
A 30-minute call
You walk us through one workflow. We tell you on the call whether it is worth automating.
A one-page scope
What gets built, what it costs and when it lands, agreed before week one.
A decision point
At the end of every piece of work: continue, stop or extend. Your call, with real numbers in hand.
Show us the workflow eating your week.
Thirty minutes, no deck. You leave knowing whether it can be automated, roughly what it would save, and how long it would take.
Book My Workflow Audit