Law firms · Ontario
Get out of intake, conflict checks and document chasing — without losing control of a single file.
For owner-lawyers who are still the person every new matter, deadline and client email runs through.
No pitch · You'll speak with Arash · Honest answer either way
Sound familiar?
Where the owner becomes the bottleneck
- New enquiries wait until you are out of court to get a reply.
- Conflict checks and engagement letters depend on you remembering to start them.
- Key dates live in one calendar — yours.
- Clients are chased for documents by email, one at a time.
Example workflows
New-matter intake
Intake form triggers a conflict-check request, drafts the engagement letter for lawyer approval and creates the matter folder.
Deadline tracking
Key dates are captured once and generate tiered reminders, escalating to a second person if unacknowledged.
Document requests
Client document checklists are sent and chased automatically, with status visible to the whole team.
Illustrative only — your diagnostic determines which workflow to automate first.
Compliance and control
Compliance, defensibility and privacy come first. Law Society of Ontario expectations mean every automated step must be traceable and every client-facing action reviewed by a person.
Nothing is sent to a client, filed or dated without a lawyer approving it. Every action is logged with who approved it and when, and client data stays in systems you control.
Common questions
Ready to talk?
Tell me which part of intake or deadline tracking still runs through you.
Book a free 30-minute callNot ready yet?
Score your practice on 25 questions and see where to look first. Results on screen, no email needed.
Take the scorecardStart with a free 30-minute call.
Tell us where your time goes. We will tell you honestly whether a Workflow Diagnostic makes sense — and if it does, you will receive a written scope and a fixed-fee quote. No obligation.
No pitch · You'll speak with Arash · Honest answer either way
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