Intake and matter-opening context
Organize agreed details from an incoming request so your team can review the context needed for the next step in opening a matter.
BrumaRiel · For small law firms
Automation for the work that keeps a law firm moving.
Explore administrative and billing workflows shaped around your firm's process, tools, and rules, with a person stepping in when judgment, sensitivity, an exception, or an out-of-scope request calls for it.
Workflow examples
Start with the administrative work around legal service.
These are adaptable examples, not guaranteed features or legal advice. The right scope depends on your current process, the tools you use, and the rules your firm sets.
Administrative workflow examples
Client communication and follow-up
Support routine messages and follow-up tasks according to the language, timing, and review points your firm has agreed to use.
Task and calendar routing
Route agreed tasks, reminders, or calendar requests to the right place while keeping ownership of the work with your team.
Pending information and requests
Keep track of information or requests that are still pending so they have a clear next step instead of getting lost in the flow.
Billing workflow examples
Time-entry organization
Help organize agreed time-entry details before a person reviews them and prepares the next billing step.
Invoice preparation support
Gather and format the inputs your team uses to prepare invoices, without treating a draft as final or replacing review.
Billing-status questions
Support routine status questions using the answers and boundaries your firm has defined for its billing process.
Reminder and exception follow-up
Route reminder follow-up to the right person and surface payment questions, disputes, or exceptions for human attention.
Built around your process
Your rules and exceptions shape the automation.
A useful workflow fits the steps your firm already understands. It does not ask a generic system to decide what matters on your team's behalf.
Map the current flow
Start with how work arrives, what happens next, which tools are involved, and where your team makes decisions.
Shape the workflow around your tools
Build around the steps and tools you already use instead of asking the firm to adopt a generic process.
Define the boundaries
Agree what can be supported, what requires review, and which exceptions always move to a person.
Human handoff, by design
Keep legal judgment with your team.
Sensitive communications, conflicts or conflict-review questions, decisions that require legal judgment, billing disputes, explicit requests for a person, and any case outside the agreed rules should move to your team. Automation can support the process; it does not provide legal advice or replace the people responsible for it.
Boundaries are defined around your firm's process and responsibilities.
Start with one process
Show us where your firm wants support.
Share the current process, the tools involved, and the point where a person should step in.