Client intake preparation
Summarize new inquiries, identify missing facts and documents, prepare the intake record, and route the matter for conflict and attorney review.
Managed operations for the work between a new inquiry and the next legal decision.
Industry operationLaw firms
The work moves. Your attorneys keep the judgment.
Standing Order AI builds and maintains the workflows that prepare, coordinate, document, and follow through—without leaving your firm with another platform to govern and operate.
Not more software. A standing operation.
Most law firms do not need another isolated AI tool. They need recurring work to move across matters, documents, billing, and client communication with the right controls.
We start with one process that repeatedly falls back on attorneys or staff. Then we map it, build it, establish the information boundaries and review points, and maintain it.
Managed operations vs. AI platformsThe work around the legal work.
The strongest starting points are repeatable, document-heavy, and operational. The workflow prepares and moves the work; the responsible attorney retains legal judgment and approval.
Matter-status communication
Pull recent activity into a plain-language update, prepare the client message, and place it with the responsible attorney for review.
Meeting-note follow-through
Turn call notes into decisions, open questions, next actions, and assigned follow-ups while the conversation is still fresh.
Document preparation support
Assemble matter context, prepare first-pass summaries or structured drafts, and route every output for legal and citation review.
Time-entry and billing narratives
Turn rough work notes into clear draft narratives, flag missing entries, and prepare the billing queue without inventing time or activity.
Firm knowledge and procedures
Turn approved templates, playbooks, and process notes into a controlled knowledge system that staff and managed workflows can use.
Clio identifies client intake, matter-status updates, meeting-note cleanup, document review and drafting support, billing narratives, and administrative follow-through as practical workflow areas for law firms. Read the workflow guide
Your matters. Still moving.
The visible state matters: what arrived, what was prepared, what is waiting, and what requires an attorney.
Firm operation · liveAll systems nominal
New inquiry → Summary ready for conflict review
2mClient intake → 3 missing items identified
9mMatter update → Plain-language draft prepared
26mTime entry → Billing narrative queued
1hDocument draft → Attorney review required
Today
We build it. We stand it up. We keep it running.
You are not buying a chatbot or a pile of automations. You are putting a managed function into operation.
01
Map
We document the trigger, the systems involved, the handoffs, and the moments that require a person.
02
Build
We connect the workflow around the tools, records, and approved knowledge your business already uses.
03
Stand up
We test the normal path, the exception path, and the review points before it enters daily work.
04
Maintain
We monitor failures, repair integrations, and adapt the operation as the business and tools change.
Attorney judgment stays in.
Confidentiality
Access limited to approved information
Verification
Facts and citations checked before use
Legal judgment
Owned by the responsible attorney
Traceability
Inputs, actions, and exceptions remain visible
Before we talk.
What kinds of law-firm work can AI automate?
Good starting points are recurring, process-heavy workflows such as intake preparation, matter-status drafts, meeting-note follow-through, document organization, billing narratives, and firm knowledge. Final suitability depends on the practice area, systems, data, confidentiality requirements, and attorney review points.
Does Standing Order AI replace lawyers or legal judgment?
No. The operating model is human-led. We design automation around repeatable work while keeping legal analysis, advice, strategy, factual verification, citation review, and final approval with the responsible attorney.
How do you handle client confidentiality?
We map the information each workflow needs, restrict access, document the systems involved, and design review and exception paths before implementation. The firm remains responsible for its professional obligations and approves the final operating controls.
Do we need to choose a legal AI platform first?
No. We start with the process and the outcome. Tools are selected only after the workflow, confidentiality needs, data boundaries, review points, and maintenance requirements are clear.
What happens after the analysis call?
We identify one process worth examining, clarify where it currently slows down, and outline a practical next step. The call is 15 minutes and does not require technical preparation.
Bring us the process that keeps landing back on your attorneys.
In 15 minutes, we’ll map where it starts, where it stalls, where legal judgment belongs, and what a managed version would need.
Free 15-minute analysis