For law firms
Fee earners should not be chasing signatures.
For attorneys, conveyancers and small firms in Johannesburg: the intake forms, document assembly, e-signing, status calls and client chasing that sit between the instruction and the invoice. We map how a matter moves through your firm, fix the steps that lose time, then build the intake, documents and signing around it. Client confidentiality is a design constraint, not an afterthought.
Book a free 20-minute callor WhatsApp +27 68 901 8305
Sound familiar
Six places a matter loses time.
- Instructions that arrive as email and photosA client sends an ID, proof of address and a WhatsApp voice note. Someone opens the file, retypes the details and starts a matter.
- Documents drafted from the last matterMandates, affidavits and agreements copied from a previous file and edited by hand. A wrong name or figure is one missed edit away.
- Signatures chased by phonePrinting, signing, scanning and posting. A matter waits a week for a page one person forgot to initial.
- "Where is my matter?" callsClients phone for an update because there is no other way to find out. A fee earner stops billable work to answer.
- Conveyancing paperwork across many partiesTransferring and bond attorneys, the bank, the agent and the SARS clearance, each waiting on the next, tracked in an inbox.
- Confidential files in informal toolsClient information on personal phones and shared inboxes, with nobody sure what POPIA or the firm's own duty of confidentiality requires.
What gets built
Matter admin that runs itself, under your sign-off.
- Intake that opens the matter
- A web form or WhatsApp-led intake collects the client's details and documents, checks that nothing is missing and creates the file for a person to review.
- Document assembly from your own templates
- Mandates, affidavits and standard agreements generated from your precedents and the intake data, with a fee earner approving every document before it goes out.
- E-signing built into the matter
- Documents sent for signature, reminders sent for you, and the signed copy filed against the matter automatically. Only for documents the law allows to be signed electronically: deeds of sale of land, wills and similar stay on wet ink.
- Client status updates that send themselves
- A plain message at each milestone, in wording the firm approved once, so clients stop phoning to ask.
- A checklist per matter type
- Conveyancing, estates, litigation intake and commercial matters each get a checklist that shows who the matter is waiting on.
- Confidentiality designed in
- Where the data lives, who can see it, and that it is not used to train any model, agreed in writing before anything goes live. Access control, audit trail and a retention rule from day one.
How it is kept safe
The firm stays in control.
A human gateEvery document and every client message is approved by a fee earner, or follows wording the firm approved.
An off-switchEvery automation stops in one place, and the matter carries on by hand.
Proved by hand firstOne matter type, run manually with the new process. Only then does it run on its own.
First step
See what the audit report looks like →Where it starts.
A 20-minute call. You describe where a matter loses time; you leave with an honest answer about whether automation will help, and where it will not. If it will, the first pilot is one matter type, at a fixed price, with a clear way to measure the result.
- Is this legal advice or AI drafting your documents?
- Not legal advice. Your precedents and your fee earners stay in charge. Documents are assembled from templates you control, and where AI helps, such as searching your own files or suggesting a first draft, a person approves the result before it goes anywhere.
- What happens to client confidentiality and privilege?
- What data is used, where it is stored and who can see it is agreed in writing first. Client data is not used to train models. The firm's own confidentiality obligations are the starting point, not an afterthought.
- What does a pilot cost?
- A fixed price quoted after the call, for one matter type. If it does not do what we agreed, you do not continue.
Ready when you are
Book a free callStart with one matter type.
Twenty minutes. You describe where a matter loses time; you leave with a next step either way.