Copy. Forward. Chase.
An enquiry arrives. Someone copies the details, sorts the attachments and works out who should respond.
AFTERReady for your review.
- 01Enquiry details captured
- 02Documents organised
- 03Response prepared for approval
FOR INDIAN LAW FIRMS AND ADVOCATES
ChatGPT or Claude.
Set up for your law firm.
We set up ChatGPT or Claude around your firm’s own formats, instructions and approved examples, and automate repetitive legal work across the tools your team already uses.
For litigation chambers, corporate and tax practices, real estate and conveyancing teams, and in-house counsel.
AN EMAIL INTAKE WORKFLOWILLUSTRATION
SIX PLACES TO START
Less repetition.
A clearer next step.
Choose the task that slows your team down. These are examples of workflows we can scope and build around your process.
01
Client intake from email
- Before
- Read each enquiry, copy the details into a register and forward attachments by hand.
- After
- Capture the agreed details, organise attachments and prepare an acknowledgement for your team to review.
02
Drafts in your Word templates
- Before
- Copy an old document, replace names and facts, then check for details left over from the last matter.
- After
- Populate your firm’s own Word template from approved matter details and flag missing inputs before review.
03
Document checklists & follow-ups
- Before
- Compare folders with a checklist and repeatedly chase the same missing documents.
- After
- Keep a shared checklist, show what is still missing and prepare follow-ups for the responsible person.
04
Date & deadline reminders
- Before
- Enter dates in several diaries and rely on someone remembering to remind the team.
- After
- Turn lawyer-confirmed dates into assigned reminders and agreed escalation steps. Your team checks the dates and applicable rules.
05
Client update letters
- Before
- Collect updates from emails and notes, then rewrite the same status letter for each client.
- After
- Prepare an update in your approved format from recorded matter events, ready for review before it is sent.
06
Agreement review
- Before
- Read each development agreement or leave-and-licence agreement against a separate list of requirements.
- After
- Compare clauses against your team’s checklist and prepare a review table linked to the relevant passages for the lawyer’s decision.
HOW AN ENGAGEMENT WORKS
Your process.
Built with your team.
Start with a defined workflow. We agree the scope and review requirements with you, then build, test and hand it over to the people who will use it.
- 01
Assessment
Walk through one recurring task with us. Agree the inputs, people, review steps and what a useful result must do.
- 02
Build on your tools
Use the email, Word templates, folders and systems your team already works with, subject to their access and integration options.
- 03
Test on sanitised samples
Try normal cases, missing information and failed connections. Your team reviews the outputs against the agreed checks before rollout.
- 04
Training and support
Practise the workflow with your team, explain how to review and correct outputs, and agree ownership and support arrangements.
CONFIDENTIALITY FROM THE FIRST CONVERSATION
Start with the workflow.
Keep client details out.
Describe the process in general terms in your enquiry. Do not send client names, confidential documents or identifying facts.
Sanitised samples first
Use samples with identifying and confidential details removed to design and test the workflow.
Agree the data handling
Before live data is used, agree access, processing locations, any AI providers, retention and deletion in writing.
Keep review with your team
Define who checks outputs and who authorises messages, document delivery and other actions before rollout.
START WITH ONE RECURRING TASK
What would you like
to stop repeating?
Plan your automation The discovery form opens an email draft. Review and send it from your email app to contact us.