Automation and AI for law firms

In a law firm, a big part of the day goes on work that doesn't need a lawyer: reading emails to find out which matter they belong to, asking for a document for the third time, moving data from a PDF into a template or calculating a deadline that has been calculated hundreds of times. It is necessary work, but it isn't what bills or what sets your firm apart.

What a digital employee does in a law firm

Receiving and sorting email

Every incoming email is identified: who sent it, which client and area it belongs to, and whether it opens a new matter or continues one under way. The email lands in the right case file with a summary of what is being asked, instead of sitting in a shared inbox waiting for someone to hand it out.

Employment law

This is where our digital employees take on the most work today:

• One case file per employee, with their contract, their history and every communication with the client company.
• Objective dismissals prepared for review: it gathers the contract data, calculates the severance with the rules of the Spanish Workers' Statute and leaves the dismissal letter ready for the lawyer to review.
• Holidays and absences checked against each company's work calendar, public holidays and collective agreement, with the balance of days kept up to date.
• Connection to the HR software of client companies, so data isn't requested by email.

Estates

• A document list per heir and automatic reminders of what's missing.
• Valuation of the assets in the estate.
• Preparation of the inheritance tax settlement under the rules of the relevant Spanish region.
• Coordination with the notary and tracking of every milestone in the file.

Firm-wide work

• Recurring documents generated from templates and the case file data.
• Deadline control and alerts before they expire.
• Document requests to clients, followed up until they arrive.
• Answers to clients' frequent questions about the status of their matter.

The lawyer always has the last word

On top of that, every fact in the case file is logged with its author (the client, a third party, a lawyer at the firm, the digital employee or the system), so you can always reconstruct what happened and who decided it. We explain it in what is a digital employee.

Which tools it works with

The ones your firm already uses: Outlook or Gmail, the document manager (SharePoint, Google Drive or another), your practice management software and, in employment law, your clients' HR software, such as Odoo or BambooHR. You don't need to change software to get started.

Where to start

The usual starting point is the flow that eats the most hours: almost always incoming email and documents. In a free audit we measure how much time your team spends on that work and tell you whether it's worth automating. If you want to go deeper first, read AI in law firms: what can be automated today and what can't.