Blueprint

Matter management with AI review

Matters, documents, deadlines and billing in one place, with AI that drafts first-pass review and cites its sources for a lawyer to check.

At a glance

Industry
Legal
Core modules
5 modules
Disciplines
AI & Automation, Software & SaaS, Enterprise & Integration
Integrations
4 systems
Illustrative interface. Blueprints show how we would approach a common system in each industry. They are not client projects; names and numbers in the interfaces are illustrative.

Firms keep matters in folders, deadlines in personal calendars and time in a separate billing tool. First-pass document review consumes junior hours, and a single missed date carries real risk. The system has to be fast, auditable and conservative about what AI is allowed to do.

  • 01Deadlines tracked in personal calendars
  • 02Hours of first-pass document review
  • 03Time recorded late, billed later

AI & automation inside

Every AI step is measured against real examples before it goes live, logs what it did, and hands uncertain or high-stakes cases to a person.

  1. Clause extraction & comparison

    Key clauses pulled from contracts and compared with your standard positions, with every result linked to its source.
  2. First-pass review

    Documents summarised and tagged for relevance, with confidence shown; lawyers decide.
  3. Deadline extraction

    Dates found in filings and correspondence proposed as calendar entries for confirmation.

Delivery

In phases, each one in production before the next begins, so the business sees value early and every step can be adjusted.

  1. Phase 1

    Discovery & risk review

    Map matter workflows, deadline rules and confidentiality requirements with partners and staff.

  2. Phase 2

    Matters, documents & dates

    The core record, document store and deadline engine in production.

  3. Phase 3

    Billing, portal & AI review

    Time and billing, the client portal, then AI review behind an evaluation set.

What we would agree to measure

Targets set with you during discovery, not results we claim in advance.

  • Hours spent on first-pass review
  • Deadlines confirmed vs. missed
  • Time from work to invoice
  • Matter profitability visibility

Start a project

Need a system like this one?

Every blueprint changes once it meets a real business. Tell us how yours works today. An engineer will reply with honest questions and a sensible first step.

What happens next

  1. 01We review your briefAn engineer reads every message and replies within one business day.
  2. 02Discovery callAbout 30–45 minutes on your goals, constraints and what a good outcome looks like.
  3. 03Written proposalScope, approach, team, timeline and an estimate. No charge and no obligation.