Clients and matters
Opening, status, ownership, documents, tasks and next actions.
SOLUTIONS FOR LAW FIRMS
Practical tools
for the legal office.
We design and implement a tailored system connecting clients, matters, documents, tasks and communication. AI is added only where it reduces work, with privacy, permissions and lawyer approval.
TOOLS WE PROVIDE
One system, tailored to the way the firm works.
Start with one tool or connect several tools into a shared working environment. Final scope is defined after mapping the firm’s systems and workflows.
Office management
Tasks, deadlines and calendars
Reminders, ownership, progress tracking and calendar connections.
Contacts and suppliers
Contact details, matter links, notes and communication history.
Billing and payment tracking
Fee records, invoice preparation and payment follow-up.
Client intake questionnaires
Structured collection of client information and required documents.
Documents and workflows
Templates and document generation
Populate approved templates using client or matter data.
PDF and file conversion tools
Merge, split, compress, convert, rotate, redact, OCR and search, according to scope.
Digital signing
Signing-service handoff, reminders, status tracking and signed-document storage.
Storage and sharing
Save, share and link documents to matters in the selected storage environment.
Office-system connections
Email, calendars, WhatsApp, cloud storage, CRM and invoicing systems.
Private, controlled AI
Local transcription
Hebrew and English meeting transcription without sending audio to an external transcription service by default.
Meeting summaries
Organize transcripts into summaries, decisions, tasks and missing information.
Document data extraction
Identify names, dates, amounts and defined fields, with review against the source.
Working-material preparation
Timelines, document lists, checklists and internal drafts for lawyer approval.
Permissions and information control
Access, retention, deletion and approval points defined for each workflow.
Legal systems: Net HaMishpat, Nevo or another legal-system connection is assessed per project for permitted access, available interfaces and technical feasibility. Official actions, deadline calculations and regulatory conformity are not presented as existing capabilities without dedicated validation.
PROCESS
Start with the way the firm already works.
- 01
Map and define
Identify the workflow, existing tools, sensitive information and approval points.
- 02
Controlled pilot
Build and connect one tool, test it with approved information and define ownership.
- 03
Deploy and train
Launch gradually, train the team and expand only after the solution works in practice.
CONTACT US
Which office process should improve first?
A short introductory conversation will help us understand the current work and what can be connected, built or simplified.