What we’ve delivered for law firms
Short, outcome-focused examples of our work, from billing and collections to AI tools and training.
Featured · Billing & Collections
Collections Transformation
Challenge
Aging receivables continued to grow despite strong client relationships.
What we did
- Mapped billing and collections workflows.
- Introduced collections automation, reminders, and reporting.
- Implemented accountability dashboards and escalation tracking.
More case studies
Showing all 10 case studies.
Dashboards & reporting
Attorney Target Monitoring Dashboard
Challenge
Leadership could not easily determine who was on track to hit billable targets.
Results
- Real-time visibility into attorney performance against targets.
- Earlier intervention on potential shortfalls.
- Improved forecasting for firm leadership.
How we did it
What we did
- Built a firm-wide dashboard using timesheet and billing data.
- Created target, deficit, and trajectory calculations.
- Added early warning indicators for underperforming periods.
AI tools & training
E-Billing Compliance Agent
Challenge
Client invoices were being rejected because of billing guideline violations.
Results
- Fewer rejected invoices.
- Faster invoice review process.
- Increased first-pass acceptance rates.
How we did it
What we did
- Built an AI agent to review invoices before submission.
- Checked for prohibited wording, formatting issues, and client-specific requirements.
- Suggested corrections before billing staff submitted invoices.
Billing & collections
Workflow & Billing Redesign
Challenge
Billing, collections, and matter administration relied on undocumented processes.
Results
- Standardised firm operations.
- Reduced rework and delays.
- Clear ownership across the billing lifecycle.
How we did it
What we did
- Documented current-state workflows.
- Identified bottlenecks and handoff failures.
- Designed future-state workflows and operating procedures.
Operations & data
Document & Data Cleanup
Challenge
Years of inconsistent file naming and matter organisation made reporting difficult.
Results
- Improved searchability and consistency.
- Reduced risk during audits and migrations.
- Established a foundation for future automation.
How we did it
What we did
- Audited document repositories.
- Standardised naming conventions and folder structures.
- Cleaned and normalised legacy data.
Operations & data
Intake & Conversion Optimisation
Challenge
The firm lacked visibility into intake performance and marketing ROI.
Results
- Greater consistency in client screening.
- Reduced missed opportunities.
- Better visibility into conversion metrics and marketing performance.
How we did it
What we did
- Redesigned intake workflows.
- Implemented matter classification and qualification processes.
- Automated questionnaires and intake summaries.
Dashboards & reporting
Executive Capacity Planning Dashboard
Challenge
Leadership had limited visibility into future workload and staffing capacity.
Results
- Improved staffing decisions.
- Better understanding of workload distribution.
- Earlier identification of capacity constraints.
How we did it
What we did
- Combined billing, matter, calendar, and utilisation data.
- Built capacity and workload forecasting models.
- Added matter tiering and utilisation reporting.
AI tools & training
Discovery Response Drafting Assistant
Challenge
Attorneys spent significant time drafting repetitive discovery responses.
Results
- Reduced drafting time.
- Improved consistency across responses.
- Allowed attorneys to focus on higher-value review work.
How we did it
What we did
- Created an AI drafting assistant trained on firm templates and standards.
- Automated initial draft generation.
- Maintained attorney review and approval controls.
Billing & collections
Invoice Production Automation
Challenge
Billing teams manually prepared and distributed large volumes of invoices.
Results
- Faster billing cycles.
- Less administrative effort.
- Improved invoice delivery consistency.
How we did it
What we did
- Automated invoice preparation and distribution workflows.
- Integrated billing processes with existing firm systems.
- Reduced manual touchpoints.
Operations & data
Firm-Wide SOP & Knowledge Capture
Challenge
Critical processes existed only in the heads of key employees. Leadership faced succession and training risks.
Results
- Reduced key-person dependency.
- Shorter onboarding times for new staff.
- Improved consistency across teams.
How we did it
What we did
- Interviewed staff and documented operational workflows.
- Created standard operating procedures and role guides.
- Built a central knowledge repository for ongoing use.
AI tools & training
Law Firm AI Training Programme
Challenge
Attorneys and support staff wanted to use AI but lacked governance, standards, and practical workflows.
Results
- Faster adoption of AI tools.
- Reduced experimentation risk.
- Increased confidence across legal and administrative teams.
How we did it
What we did
- Delivered role-specific AI training.
- Built practical use cases around drafting, research, billing support, and administration.
- Established firm-approved prompting and review processes.
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