Step one

Book a call

Bring the document your team rebuilds every cycle.

Step two

Free training hour

Claude set up on each person's own work, on your own systems.

Step three

Audit

A written list of what repeats and what it costs you now.

Step four

Build on your template

Your file, your systems, every figure checked before it reaches a client.

Step five

Hours back, every cycle

Ten hours became twenty minutes. An hour per client became ten.

Why legal document automation software stalls at the pilot

Legal document automation software gets bought, two templates get loaded, and the output needs reformatting before anyone would file it. So the firm goes back to the old copy and the licence sits there.

The gap is never the automation. It is the verification nobody had time to do.

How the setup runs

Templates are inventoried. Which are final, which are in flux, which are used most.
Each is converted. Fields identified, conditional clauses mapped.
Each is tested against a real matter. Redacted, then compared line by line with what the firm files.
Formatting is proven against a filed document. Fonts, spacing, numbering, indentation.
The firm keeps it. Templates and checks stay with you.

What makes this different from contract automation tools

Verification is the work

Producing a document is the easy half. Producing one a court accepts, in the firm's own format, is what takes the checking.

It starts from what you file today, not a library of legal documents online.

It runs in batches

Three to five templates at a time, each proven before the next.

What you get

Templates that produce a filing ready document.
Formatting that holds, so nobody reformats before filing.
A record of the checks run on each one.
A process for adding the next template.

What it connects to

Word, Dropbox, SharePoint, and your practice management system.

Questions

Do you rewrite our templates?
No. We set up what you already use.
How many at once?
Three to five to start, each verified.
What if one is out of date?
We flag it. Automating a template nobody trusts helps nobody.
Is this the best legal document automation software?
It is not software to buy. It is your templates, set up and checked, using contract automation where the document is a contract.