One-page executive summary · Legal operations

Legal Preparation

Governed document preparation support: intake, issue checklist, review and an approved client package.

THE PROBLEM

Document intake and summaries are slow and inconsistent.

Review steps live in email threads.

There is no clean record of who approved what.

THE VALUE

Less time assembling routine document packages

Consistent checklists across matters

Clean audit of who reviewed what

What it does

  • Document intake and preparation checklist
  • Unassessed items called out
  • Independent review and correction versioning
  • Approved client package and PDF
  • Weekly-review Copilot
  • Planned add-on: Construction lien-waiver and change-order review
Best-fit clientsSmall and mid-size law firms, construction contract teams, title and escrow offices
RolesPreparer, Reviewer, Publisher, Client
PricingPilot pricing on request
StatusLive pilot
GovernanceHuman review, versioning, audit trail

How a pilot runs

  1. Week 1 · Set up

    Accounts and roles created; synthetic or approved sample data loaded.

  2. Weeks 2–4 · Run

    Your team runs the daily flow on real-shaped work with TSM support.

  3. Week 5 · Decide

    Review results together and decide on a monthly service.

Document preparation support only; attorney review is required for legal decisions. No legal advice is given. Contact torreyw94@tsmatter.com.