Approach
How we design secure, durable legal workflows that actually get adopted.
Grounded in real-world legal operations and governed NetDocuments environments.
Our approach is workflow-first, not tool-first.
Technology rarely fails because it’s missing. It fails because it doesn’t align with how work actually moves through the firm.
Our approach starts with understanding:
▪️ How matters are opened, worked, reviewed, and closed
▪️ Where friction, inconsistency, or risk is introduced
▪️ Which systems are systems of record and which should not be
From there, we design solutions that reduce friction without breaking governance.
Grounded in governed legal workflows, not generic playbooks.
How we work with our clients.
We don’t drop tools, templates, or AI into environments and hope for the best. We work methodically, with security and adoption in mind from day one.
Our engagements typically include:
▪️ Workflow discovery
Understanding how legal work actually flows today not how it’s documented on paper.
▪️ Governed design
Designing workflows that respect NetDocuments metadata, permissions, audit trails, and retention policies.
▪️ Thoughtful automation
Automating where it reduces friction and risk, not where it creates new complexity.
▪️ Selective AI enablement
Introducing AI only where it can be controlled, explainable, and safely anchored to systems of record.
▪️ Incremental rollout and adoption
Solutions are introduced gradually, refined with feedback, and built to last.
Security and governance are built in, not bolted on.
We design for governed legal environments where:
▪️ Security, confidentiality, and compliance are non-negotiable.
▪️ Permissions, auditability, and data retention matter.
▪️ AI must operate within clear boundaries.
This means:
▪️ Work product stays anchored in NetDocuments.
▪️ Integrations respect existing governance models.
▪️ Automation and AI enhance productivity without increasing risk.
What this approach avoids.
One-size-fits-all rollouts
that ignore how firms actually work
Disconnected pilots
that never scale or integrate
AI experiments
that move content outside governed systems
“Transformation” projects
that overlook day-to-day realities
If you’re exploring next steps: