Legal operations
How many hours does your team spend preparing matter summaries that a lawyer must then rewrite?
Legal Preparation — Governed document preparation support: intake, issue checklist, review and an approved client package.
▶ 1:45 narrated demoCaptions built inSynthetic data
The problem today
Why teams in legal operations need this
01Document intake and summaries are slow and inconsistent.
02Review steps live in email threads.
03There is no clean record of who approved what.
Immediate business value
What changes on day one
RESULT 01
Less time assembling routine document packages
RESULT 02
Consistent checklists across matters
RESULT 03
Clean audit of who reviewed what
Built for: Small and mid-size law firms, construction contract teams, title and escrow offices
Capabilities
What your team gets
- 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
How it works, end to end
A walkthrough of the daily flow
PreparerMatter
Open the matter and add its documents.
PreparerPreparation checklist
Work through the preparation checklist.
PreparerUnassessed items
Note unassessed items.
PreparerSubmit for review
Submit for review.
AttorneyReviewer
As reviewer, confirm or correct.
PublisherPublish
As publisher, approve and publish; check the PDF.
Safeguards
People stay in charge
Every result is reviewed and approved by a person before release. Every change is versioned and every action is on the audit trail.
BOUNDARIESDocument preparation support only; attorney review is required for legal decisions.
No legal advice is given.
Go deeper
Everything you need to evaluate and run it
PricingPilot pricing on request
StatusLive pilot