Industries / Legal & professional

Matter Intake to Billing, Minus the Admin

Client intake, appointment scheduling, document workflows, approvals, and billing follow-ups for law firms and professional practices.

The daily reality we keep seeing

New matters arrive unstructured; conflicts checks are manual.

Back-and-forth to book and reschedule client meetings.

Partners chasing invoices instead of practising.

What We Automate

Matter details captured cleanly from the first contact.

Clients book from your real availability, with reminders.

Drafts, reviews, and sign-offs tracked end-to-end.

Invoices with payment links and automated reminders.

Who did what, when — across every matter.

Qualify enquiries and route to the right fee earner.

Recommended starting point: our Enterprise Workflow Platforms solution — proven with legal & professional and tailored to your operation.

Frequently Asked Questions

Is client confidentiality protected?

Yes — encrypted, role-based systems with access logging, built to PDPA and professional confidentiality requirements.

Can this work with our practice management software?

Where your existing software has APIs we integrate; otherwise we automate the workflows around it without disturbing your system of record.

Tell us how your legal and professional business runs today, and we’ll show you what to automate first.