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Firms managing dozens of cases lose hours to manual searches, missed deadlines and unversioned documents. We implement legal workflow automation, intelligent document management and deadline control with Microsoft Power Platform.
3 minutes · No commitment · Response within 24 hours
The problem
Documents in email, WhatsApp, desktops and shared folders. Nobody knows which is the final version. Attorneys spend time searching instead of analyzing.
Critical deadlines tracked with manual calendars or sticky notes. A missed deadline can mean losing a case or sanctions against the firm.
Unlogged hours, misapplied rates and invoices generated weeks late. The firm leaves money on the table every billing cycle.
Regulations change constantly and the firm relies on someone "remembering" to update processes. No clear audit of who accessed which document.
What the data says
A firm concentrates litigation files, commercial contracts and its clients’ sensitive personal data. Public reports from IBM, Coveware and the ABA show professional services is one of the most attractive sectors for attack — not by size, but by the value of the secret it holds.
Figures as published by the cited sources. We do not average them or project them onto your firm; a pointed diagnostic is what calibrates real risk.
How we see it
A firm rests on four layers: capture the case, apply the rules, protect the attorney–client privilege and prove every step. When any one fails, the team patches it with unbilled hours, sticky notes and memory. A good diagnostic names which of the four is draining time today.
Does every case document enter the system without anyone typing it twice?
Client intake, exhibits, evidence, procedural correspondence — classified and versioned from the source. Office 365, SharePoint and Power Automate handle the ingest; the attorney reviews, does not retype.
Do the case rules (deadlines, rates, jurisdiction, checklists) run on their own?
Explicit rules in the system: procedural deadline alerting at 7-3-1 days, rate by matter that applies automatically, checklist by case type. Logic stops living in the senior partner’s head.
Does only the right person access the file, and is every access logged?
Role-based and matter-based access control with Entra ID. Microsoft Purview sensitivity labels on documents that cannot leave the tenant. Auditable log of who saw what and when.
Can you demonstrate — to a client, judge or insurer — what happened with the case?
Immutable history of every change, advanced electronic signature with legal validity under the LFEA, exportable reports for malpractice defence and defensible billing. The audit stops being a sprint.
The solution
Each case has its portal with versioned documents, communication history and activity timeline. Smart search by content, not just by name.
Escalated alerts (7 days, 3 days, 24h) automatically sent to the assigned team. Deadline dashboard with urgency traffic lights.
Automatic time tracking, rate application by client and matter, invoice generation and automatic delivery to client.
Contracts, agreements and legal documents go through review and digital signature flows without leaving the system. Full traceability for every approval.
Relevant regulatory change alerts, compliance checklists by matter and automatic audit of sensitive information access.
Workload by attorney, success rate by matter, average resolution time and billing by client — all updated in real-time.
Free diagnostic · No commitment
Our 3-minute diagnostic analyzes your case flows, deadlines, and billing. You'll get your maturity score with concrete automation opportunities for legal firms.
3 minutes · No commitment · Response within 24 hours
Looking for something else? · Operational Diagnostic
If you need a diagnostic that covers processes, data, integrations and operations — not just the tenant — the Operational Diagnostic is a tailored consulting service.
Learn about the Operational Diagnostic →