Alex Sears CPA  -  Katy, TX
Tap to call (832) 677-0085 Mon-Fri 8a-6p CT
AI workflows for law firms

Streamline matter administration without automating legal judgment.

Create bounded workflows for intake, routing, chronology drafts, and follow-up, with attorney review before any consequential communication or legal conclusion.

Good first projects

Start with one narrow workflow your team repeats every week.

Each example is a starting point. The assessment maps your current process, systems, data, review point, and measurable definition of success before anything is built.

01

Prospective-client intake

Classify inquiry type, check completeness, and route conflict-check inputs without making an acceptance decision.

02

Matter opening

Create approved folders, task lists, and internal notifications from a completed intake.

03

Document chronology

Draft source-linked timelines for attorney review from approved matter documents.

04

Client follow-up

Prepare status-request and missing-information drafts for a person to approve before sending.

Industry boundary

Automation supports the work. It does not appoint itself the decision-maker.

Legal strategy, privilege decisions, conflicts clearance, deadlines, advice, and filings stay under attorney control. Client material is not placed in an AI tool until the firm approves that use.

  • Approved systems and data boundaries
  • Human review before consequential actions
  • Representative testing and acceptance criteria
  • Operating notes, audit trail, and shutdown path
Same controlled method

Assessment, implementation, then support if it proves useful.

Every industry page leads to the same implementation model: a $1,500 fixed-scope assessment, a $5,000+ bounded implementation sprint, and optional managed support from $1,500 per month.

You can stop after any stage. Software subscriptions, extensive data cleanup, and custom enterprise integrations are scoped separately.

See engagement details
Other industries
START WITH ONE WORKFLOW

Tell me where law firms lose time every week.

I will help determine whether it is a good automation candidate and scope the smallest useful next step.

Request an assessment