AI Workflow Audit · Solicitors
Document chase (ID, searches, the other side), client intake, progress updates
A three to fifteen solicitor practice loses most of its week to repeated admin: chasing clients for ID, search providers for results, and the other side for contracts. Turning intake forms into case management entries. Drafting progress updates to clients when milestones hit. You do not need a bespoke build. You need someone who maps these workflows daily to sit with you for 45 minutes and tell you exactly which tools to install on Monday.
£750 fixed · money-back guarantee
Common bottlenecks
These are the repeated jobs every law firm runs. The audit maps where your week actually goes, then prescribes the three to seven tools that will save you the most time. This is intake and admin automation, not legal advice or document review.
Document chase (ID, searches, the other side)
Chasing clients for ID, search providers for results, and the other side for contracts. This is the single biggest admin job in a conveyancing practice, and most of it follows the same template every time. Automated reminders and follow-ups can reclaim three to five hours a week.
Client intake
Turning client enquiry forms into case management entries. Conflict checks, fee estimates, client care letters. The structure is identical for every new matter, and it takes twenty to thirty minutes per intake.
Progress updates to clients
Drafting progress update emails when milestones hit: searches received, exchange imminent, completion date set. Clients expect these, and they take ten minutes each. The content is templated, but someone still has to write and send them.
Matter handover notes
When a case moves from one fee earner to another, or from the conveyancer to the exchange team. The handover note is always the same structure, but it takes fifteen minutes to write and another ten for the receiving solicitor to read and action.
What you walk away with
A 45-minute discovery call, a report prescribing three to seven off-the-shelf tools with real GBP costs and hours saved, and a 30-minute review call to walk through it.
- A week map showing where your time actually goes
- Three to seven tools, with real GBP costs and hours saved
- An effort-versus-impact matrix so you know what to do first
- A four-day quick-start plan you can run in ten minutes a day
- Money-back guarantee: 7+ hours a week found in 30 days, or a full refund
Questions, answered
What does this look like for a law firm?
Document chase emails drafted and sent to clients, the other side, and search providers. Client intake forms turned into case management entries. Progress update emails to clients when milestones hit. The audit maps where your week goes, then prescribes the tools to automate the repeated jobs. This is intake and admin automation, not legal advice or document review.
Will this work with our case management system?
Yes. Most of the tools I prescribe sit alongside your existing systems (Clio, Practice Evolve, Case Manager) rather than replacing them. API integrations are possible during a build, but the audit focuses on quick wins you can install yourself first.
What is the guarantee?
If I cannot find you at least seven hours a week to reclaim within 30 days, you get a full refund. The prescriptions usually cost around £45 a month in tools.
Do we need to be technical?
No. Most of the tools I prescribe take ten minutes to set up and need no technical knowledge. The whole point is that someone who runs these systems daily translates it into plain, specific steps for your firm.
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Book your audit
Forty-five minutes, a report you can act on the same week, and a guarantee that takes the risk off the table.