Industry
AI automation for law firms
WorkflowPal builds private AI workflows for a firm’s non-billable work: screening new inquiries, intake summaries for conflict-check prep, routine first drafts and client status updates. An attorney or paralegal approves every output. We have no law-firm case study yet; for a SaaS company, an internal research assistant saved 20 hours a week.
- Trigger
- AI step
- Person decides
- Your systems
- TriggerResearch question
- AI stepInformation gathered
- AI stepFirst-pass summary written
- Person decidesPeople review the output
- to build an internal AI research tool instead of hiring 2 engineers
- 1 week
- of manual research saved
- 20 hrs/week
Where do attorneys and staff lose the most time?
- Screening new inquiries that are often outside your practice areas or missing key facts.
- Assembling intake summaries and the names and entities needed for conflict-check prep.
- Routine first drafts (engagement letters, standard correspondence) that nobody can bill for.
- Client status updates, written one email or phone call at a time.
What can AI automate for a law firm?
| Workflow | Today | With automation | Plugs into |
|---|---|---|---|
| Intake screening | Staff read every inquiry and follow up for missing facts | Inquiries sorted by practice area and completeness; follow-up questions drafted | Website forms, email, practice management |
| Intake summaries | Typed from notes and forms | Summary and party list drafted for conflict-check prep | Practice management, email |
| Routine first drafts | Started from a template by hand | First draft assembled from intake data for attorney review | Document management |
| Client status updates | Individual emails and calls | Updates drafted from matter activity for approval | Practice management, email |
Anything that goes to a customer, a candidate or a carrier, or changes a record, can wait for a person to approve it until you trust it.
What results have law firm clients seen?
We don’t have a law-firm case study yet, and we won’t invent one. The closest match is an internal research assistant built for a software company:
- to build an internal AI research tool instead of hiring 2 engineers1 weekSaaS case study: to build an internal AI research tool instead of hiring 2 engineers
- of manual research saved20 hrs/weekSaaS case study: of manual research saved
Source: a SaaS company, not a law firm. Read the internal research tool case study.
Will it work with our existing tools?
Yes. We build on the tools you already run (your practice management system, document management and email), so nothing gets ripped out and your team has nothing new to learn. If a system has an API, an export or a shared inbox, we can usually work with it. The audit confirms this for your specific stack before you commit to anything.
How do we start?
Request a free workflow audit. Tell us how a matter moves from inquiry to engagement. You get back a one-page plan: the 3 tasks worth automating first, hours saved, and what a build would cost. It takes about 15 minutes of your time, and there is no obligation to buy anything.
Prefer to talk first? Book a 30-minute call.
Frequently asked questions
Is client data used to train AI models?
No. What we build runs in your firm’s own accounts, client data is not used to train models, and every output goes to a person for review before it goes anywhere.
What about ethics rules?
ABA Formal Opinion 512 sets out how lawyers’ existing duties (competence, confidentiality, communication, supervision and reasonable fees) apply to generative AI. We design for those duties with human review and firm-controlled data, but your firm decides how the rules apply. This is not legal advice.
Does the intake workflow give legal advice?
No. It collects facts, sorts inquiries and drafts summaries for your staff. Anything resembling advice comes from an attorney.
Which practice management systems does it work with?
The one you already use, if it has an API or integrations; otherwise we work from email and exports. The audit checks yours first.