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Five things we build well.

Every engagement is bespoke; no two legal teams run the same workflow. But after sixty-odd tools, the work clusters into five areas. Most clients start with one and add a second in year two.

60+ tools shipped 40+ legal teams 3.2M documents processed last year

01 — Contract automation

First drafts from your own clauses. Redlines from your own playbook.

Most contract work is repetition with exceptions. We build the repetition into Word: a clause library your lawyers actually maintain, templates that assemble themselves from a short intake, and a playbook that reads the counterparty's draft and proposes your fallback position for each deviation. The lawyer accepts, edits or overrides. Nothing is sent without a human decision.

Approval routing sits underneath: by value, by counterparty, by how far a clause has drifted. When the last approval lands, the document goes to DocuSign and the executed copy is filed back to the matter in iManage with its metadata intact. Northgate Energy's NDAs went from six days to four hours on this pattern.

What we typically build
  • Clause libraries in Word with approved fallbacks and drafting notes
  • Playbook-driven redlining that flags deviations and suggests the fallback
  • Approval routing by value, counterparty and clause deviation
  • E-signature handoff with the executed copy filed back to the DMS
  • Self-serve NDA and engagement-letter generation for the business
iManageNetDocumentsWord add-inDocuSignSharePoint

02 — Matter intake & triage

Every instruction lands with the right team, already screened.

The "new matter" email is where legal work goes to wait. We replace it with a structured intake: a short form the business or the clerk can fill in properly, a conflict pre-screen against the parties you already know, and automatic routing to the right practice group, office and person based on capacity and expertise.

Each matter carries an SLA from the moment it arrives, and the system escalates when one sits too long. Calder Street Chambers run their clerking on this: 80 members, instruction turnaround three times faster, and the spreadsheet retired.

What we typically build
  • Structured intake forms in Teams, Outlook or a portal, per matter type
  • Conflict-check pre-screening against your party and matter database
  • Auto-routing by practice area, jurisdiction, value and capacity
  • SLA tracking with escalation and a queue view for team leads
  • Clerking and allocation dashboards for chambers
ClioElite 3EMicrosoft TeamsOutlookSalesforce

03 — AI document review

First-pass review that shows its working, page by page.

Due diligence, disclosure, regulatory responses: thousands of documents, a deadline, and a team that cannot read them all twice. We build LLM-assisted first-pass review that runs against your iManage or NetDocuments workspace and produces findings, not summaries. Every finding is cited to the page and paragraph it came from, and one click opens the source.

The lawyer stays in the loop by design. Findings are confirmed, rejected or annotated in a reviewer queue, and the confidence score is shown rather than hidden. Hollis & Marr cut first-pass review hours by 62% across 210 associates on this platform. Their partners trust it because they can check it.

What we typically build
  • Due diligence review across data rooms and DMS workspaces
  • Discovery and disclosure first-pass with privilege flagging
  • Regulatory response drafting grounded in prior submissions
  • Finding-level citations that open the exact page and paragraph
  • Reviewer queues with confirm, reject and annotate, plus an audit log
iManageNetDocumentsRelativityData roomsPrivate LLM endpoints

04 — Compliance workflows

Know every obligation, who owns it, and what changed last week.

Compliance fails quietly: a filing nobody owned, a policy that drifted from the regulation it was written for. We build the register that stops that. Obligations are extracted from your executed contracts and the rules you answer to, assigned an owner and a date, and tracked to attestation with an audit trail a regulator can read.

Where it matters, we monitor the regulators themselves. Vireo Health's monitor watches 14 of them, maps each change to the internal policies it touches, and routes an attestation to the right person. Eighteen months in: 380 obligations tracked, zero missed filing deadlines.

What we typically build
  • Obligation registers extracted from executed contracts and regulations
  • Regulatory change monitoring mapped to the policies each change affects
  • Attestation workflows with reminders, delegation and sign-off
  • Audit trails and evidence packs for regulators and external auditors
  • Board and committee reporting straight from the register
SharePointMicrosoft TeamsServiceNowPower BIDocuSign

05 — Systems integration

Your DMS, your billing system and the new tool, behaving like one.

Nothing we build lives alone. A tool the team has to leave their DMS to use is a tool they stop using in month three. So we integrate first: documents and metadata sync both ways with iManage or NetDocuments, matters open in Clio or Elite 3E, the CRM knows when legal is involved, and people sign in once with the identity they already have.

We also do the unglamorous work that makes this possible: migrating legacy contracts and their metadata, reconciling party records across systems, and retiring the spreadsheets. Northgate's 11,000 legacy contracts came across in one weekend, indexed and searchable on the Monday.

What we typically build
  • Two-way document and metadata sync with iManage and NetDocuments
  • Matter, time and billing links to Clio, Elite 3E and Aderant
  • Salesforce and Microsoft 365 hooks so legal appears where the business works
  • Data migration of documents, matters and metadata, with reconciliation reports
  • Single sign-on via Entra ID or Okta, with SCIM provisioning
iManageNetDocumentsClioSalesforceMicrosoft 365DocuSignElite 3EAderant

Engagement models

Three ways to work with us.

Every build starts with Discovery, two to three weeks shadowing your team. After that, the shape of the engagement depends on the shape of the problem.

Model 01

Fixed-scope build

A defined problem, a defined outcome, and a date. We design, build and hand over a tool your team is using from week four, with weekly releases until it is done.

Good when
  • You know the workflow that hurts and can name the people it hurts
  • There is a budget holder and a deadline
  • Your IT team will host, or wants us to
From £60k8–16 weeks
Model 02

Embedded team

A standing squad of engineers, a designer and a legal engineer working inside your legal ops function, on your priorities, at your pace. Roadmap reviewed monthly.

Good when
  • You have a backlog of tools, not one project
  • Priorities shift with the practice and you want the team to shift with them
  • You want to build internal capability alongside us
From £25k/month3-month minimum
Model 03

Run & evolve

We host, monitor and keep improving what we built. Named engineers, a quarterly roadmap, and the small changes that keep a tool alive as the practice moves. Most clients stay three years or more.

Good when
  • The tool is live and you would rather not own the infrastructure
  • Regulations, templates or systems change often enough to need tending
  • You want one team accountable for uptime and for the next feature
From £4k/monthAnnual, after build

Prices are indicative and exclude VAT. Discovery is priced separately, from £12k, and its output is yours whether or not we build.

Questions

What lawyers ask us first.

Usually in the first meeting, usually in this order. If yours is not here, ask us directly.

In your DMS. We build against the iManage, NetDocuments or SharePoint APIs, so documents are read in place and nothing is copied out unless a workflow specifically requires it. If we host the tool for you, it runs in a single-tenant environment in your region (UK, EU, US or Canada) under our SOC 2 Type II and ISO 27001 controls, and your IT team gets the audit logs.

Where a model is involved, calls go to enterprise endpoints with zero data retention, or to a model deployed inside your own cloud tenant. Your documents are never used to train anything.

Reliable enough to be a first pass; never a last one. Every finding is tied to the page and paragraph it was drawn from, and the link opens that passage in the source document. A finding without a citation is discarded before a reviewer sees it. Confidence scores are shown, not hidden, and reviewers confirm or reject each one, which is logged.

Before go-live we measure precision and recall against a set of documents your team has already reviewed, and we agree the thresholds with you. Hollis & Marr's partners trust the platform because they checked it first.

You do. The code, the configuration, the clause libraries and the playbooks we build for you are assigned to you on payment. We retain our pre-existing tooling and internal libraries, licensed to you perpetually and royalty-free so the assignment is worth something. There is no lock-in clause, and we would rather you stayed because the tool is good.

Week four of Build, on a real matter. Discovery takes two to three weeks, Design prototypes in your own documents, and from the first Build release a small group of your lawyers uses the tool on live work while we ship weekly. A fixed-scope build is typically eight to sixteen weeks end to end; the point of the early releases is that nobody waits until the end to find out whether it fits.

The tool keeps working, because it is yours. We hand over the repository, the infrastructure-as-code, the runbooks and a documented exit plan, and we will spend up to thirty days transferring it to your IT team or another vendor. If we host it, your data is exported in open formats and deleted on your written instruction. We design for this from the start; it is easier to build a tool you can leave than to argue about it later.

Yes, and we usually have to. Most of our clients have a managed service provider, a DMS administrator and an information security team, and each of them has a say. We run the security review with your InfoSec early, agree the integration surface with your DMS administrator, and hand the MSP what they need to operate what we build. On a number of engagements we have been the second vendor at the table, and it has been fine.

Start here

Not sure which of these you need?

Most clients don't, at first. Discovery is where we find out: two to three weeks with your team, a map of the workflow, and a recommendation you can act on with or without us.

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