Services
Practical workflow automation and secure AI integration for legal and professional services teams.
Designed for governed NetDocuments and Microsoft 365 environments.
How we support legal teams.
We support legal and professional services teams by designing and implementing workflows that reflect how work actually moves through the firm from intake and matter setup to collaboration, filing, and reporting.
Our work includes workflow automation and matter design, NetDocuments configuration and integration, and the selective use of custom development where configuration alone isn’t enough. These solutions are designed to reduce administrative friction, improve consistency, and create operational visibility without forcing people to change how they work.
Where AI is appropriate, we implement it inside controlled, governed workflows, with permissions, auditability, and data retention considered from day one. Integrations are designed to be durable and maintainable, connecting NetDocuments with Microsoft 365, intake tools, time and billing, and other systems that support legal work.
Adoption is addressed through thoughtful design and incremental rollout, ensuring solutions are practical, usable, and supported not imposed.
Designed for governed environments where security and trust are non-negotiable.
Security and governance are foundational.
Every service we provide is designed for governed legal environments, where security, confidentiality, and compliance are not optional. We don’t treat security as a separate phase or a box to check at the end of a project, it’s embedded in how workflows are designed, tools are selected, and integrations are implemented from the outset.
Our approach prioritizes keeping work product anchored in systems of record, with clear boundaries around where data lives, how it moves, and who can access it. Permissions, role-based access, audit trails, and data retention requirements are considered early, so automation and AI enhance productivity without introducing new risk.
When integrating systems or enabling AI capabilities, we design with control and traceability in mind. Workflows are structured to respect existing governance models, support defensible processes, and maintain visibility into how decisions are made and actions are taken across systems.
The result is work that moves faster and more consistently, without compromising security, governance, compliance, or trust. Solutions are built to hold up under scrutiny, scale responsibly, and support legal teams as requirements evolve.
What we actually help legal teams do.
Our work focuses on improving how legal work moves through the firm securely, consistently, and at scale. While each engagement is shaped by a firm’s environment and priorities, our services are most often delivered within NetDocuments-centered environments and extended across the broader legal ecosystem.
We typically support teams in the following areas:
Workflow & matter automation
Design and implement workflows that align with real legal processes, from intake and matter setup to collaboration, filing, and close-out. Workflows are anchored in NetDocuments and designed to reduce administrative friction without disrupting how people work.
NetDocuments Architecture
Configure NetDocuments as a true system of record, with consistent structures, metadata, and standards. Integrate safely with Microsoft 365, Teams, intake tools, and time and billing systems to support end-to-end workflows.
Security-first AI enablement
Enable AI capabilities where they make sense, within governed workflows. Permissions, audit trails, data retention, and system boundaries are designed in from the start to support defensible use.
Custom applications & connectors
Where configuration alone isn’t enough, design and build lightweight applications or connectors that bridge systems while maintaining security and maintainability.
Reporting & operational visibility
Create visibility into workflows and matters so firms can understand performance, identify bottlenecks, and support Legal Ops initiatives with reliable data.
Adoption & change support
Support rollout and adoption through thoughtful design, documentation, and incremental change ensuring solutions are used and sustained over time.