For legal practices
Law firm document automation
Every document that arrives gets read, classified and extracted, then filed into Clio or ServeManager with the matter already open. Affidavits come back ready for signature. Nobody retypes a party name again.
A Toronto process serving firm, in numbers
24,000+
documents processed
and counting
10×
faster affidavits
5 min to 30 seconds
100%
straight through
no manual touches
Before, every statement of claim meant someone opening a PDF, pulling out party names, addresses and case details, typing them into ServeManager and drafting an affidavit. Four to six minutes a document, hundreds of documents a month. The people hired to serve legal papers were spending their days on data entry.
What gets automated
Statements of claim, plaintiff's claims, motions and correspondence arrive by email, upload or courier scan. Each one is read and classified on arrival, so nobody opens a PDF to find out what it is.
Party names, addresses, court file numbers, dates and amounts pulled straight out of the document. The data that used to be retyped into three systems is captured once, from the source.
The matter is opened in your practice management system the moment the document is processed, populated with the fields already extracted. No one keys it in a second time.
Affidavits and routine filings drafted from the same source data and returned ready for signature, in your template, with nothing left blank because a field was missed.
Disbursements and billable events pushed to your accounting system as the work happens, rather than reconstructed at month end from memory and email.
Into the systems you already run
No migration and no new practice management system. The automation writes into whatever you use today.
Find out what yours would cost
Projects are fixed price, typically between $5,000 and $50,000, set by scope rather than billed by the hour. The audit that produces your number is free and there is no obligation attached to it.