Service 03
Document & Intake Automation
The long, detail-heavy documents your team assembles by hand — intake packets, demand letters, summaries — built from the source records into an attorney-ready first draft.
Practices where the same document gets rebuilt from scratch on every case, and where the facts are scattered across notes, records, and billing.
Assembling a document means reading everything first, and the reading is the expensive part.
Facts get transcribed by hand between systems, which is exactly where errors enter.
Because it is slow, it gets deprioritised — and the delay costs more than the drafting ever did.
How it's built
Five stages, and a human at the end.
Each stage is something you can watch run. Nothing here is a black box you're asked to take on faith.
Ingest
Intake notes, medical records, billing, and correspondence are read in, whatever shape they arrive in.
Extract
The facts that matter — dates, parties, treatments, amounts — are pulled into a structured record that can be checked at a glance rather than hunted for in prose.
Assemble
The structured record is composed into your firm's document format, in your ordering, with your standard sections and language.
Flag
Gaps, contradictions, and low-confidence extractions are surfaced explicitly rather than smoothed over, so review time goes where it's needed.
Review
An attorney starts from a complete draft with the underlying facts linked, and the work shifts from assembling to judging.
- A document pipeline that runs on your real case files
- A structured extraction schema matched to your practice
- Output in your firm's own template and voice
- Confidence flags and gap reporting on every draft
- Human review built into the path, not bolted on
- Tuning as your format evolves
AI Email & Workflow Automation
Losing hours to work an AI system could handle?
Tell me about the process. I'll tell you straight whether it's worth automating — no pitch, no obligation.
Book a call