Automation
Legal Document
Automation
The reading, sorting, and chasing that sits between a document arriving and an attorney acting on it — handled automatically, with every step recorded.
Start Your Free DemoThe work that never appears on a bill
Opening an attachment to work out what it is. Deciding whose matter it belongs to. Retyping a deadline into a calendar. Emailing someone to ask whether they reviewed it. None of that is legal work, and none of it is billable — but it consumes a real share of every week.
Automation here means the document arrives already understood: typed, attached to a matter, dated, and sitting in front of the person who has to act.
What gets automated
Intake and typing
Documents are classified on arrival rather than triaged by a person reading each one.
Field extraction
Parties, matter references, and dates are lifted out of the document into structured fields.
Routing rules
Document type, practice area, and matter team determine who receives the work, without a manual hand-off.
Deadline tracking
Extracted dates become tracked deadlines on the matter calendar instead of notes in a document.
Approval chains
Multi-step review runs as a defined sequence, so the next reviewer is notified when the previous one signs off.
Compliance filing
Approved documents are filed against the matter with their history attached, closing the loop automatically.
From arrival to filed
- 01
Automated intake
The document enters the system and is classified without anyone opening it first.
- 02
Automated extraction
Structured fields are populated from the document text and attached to the record.
- 03
Automated routing
Rules place the document in the correct queue with an owner and a deadline.
- 04
Human review
The attorney does the part that requires judgment — and only that part.
- 05
Automated filing
On approval, the document is filed with its audit trail complete.
Questions firms ask
- What part of document work can actually be automated?
- The mechanical part: identifying what a document is, pulling out parties and dates, deciding who it belongs to, and recording that it was reviewed. The judgment stays with the attorney; the handling does not need to.
- Does automation mean documents go out without review?
- No. Routing and classification are automated so that review happens sooner and with the right person. Approval remains an explicit human step that is logged.
- How much setup does this take?
- Document types, routing rules, and approval steps are configured in firm settings. You can start with intake and classification and add routing rules as your patterns become clear.
- What happens when the classification is wrong?
- The type and extracted fields are editable. Corrections are recorded, and the document continues through the workflow from its corrected state.