Industry:
Commercial Law
Team Size:
8 partners, 12 associates
Location:
United States
Timeline to Live:
29 days
Services Used:
Business Process Automation + AI Document Automation
Primary Goal:
Automate document production, onboarding, and approval workflows
About the Client
A boutique US commercial law firm with eight partners and twelve associates specializing in M&A, commercial contracts, and corporate advisory. A firm with a strong reputation built on the quality of its legal work — and a document production and onboarding process that was consuming a disproportionate amount of the time that should have been going into that work.
The Challenge
The firm’s most experienced lawyers were producing routine contracts manually, managing client onboarding via email chains, and routing approvals through informal processes that had no visibility or escalation logic. Billable hours were being consumed by work that should have been automated years ago.
- Standard contract drafting taking 3–4 hours per document — manually built each time from template frameworks
- Client onboarding managed via email — delayed, inconsistent, and prone to missed steps
- Internal approval routing via email chains — no visibility, no reminders, no escalation
- Document filing inconsistent — retrieving historical documents required significant search time
- Associates spending hours on formatting and preparation that added no legal value
The firm needed document production, onboarding, and approvals to run automatically and consistently — so legal talent was applied to the work that actually required it.
Our Approach
We started with a process audit — mapping both the client onboarding journey and the document production workflow in detail. Compliance and version control were non-negotiable requirements built into every element of the design.
What We Built
A complete legal operations automation system — client onboarding, document generation, approval routing, e-signature, and filing — built to the firm’s compliance and version control requirements.
The Results
Full deployment in 29 days. Impact on document turnaround time was visible from day one.
83%
Faster Turnaround
22hrs
Partner Time Saved/Month
4hrs
Approval Time
0
Misfiled Documents
“Our partners are here to provide legal counsel — not to spend their afternoons building contracts from template frameworks. The automation handles the production. The partners handle the advice.”
— Managing Partner, Commercial Law Firm
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Every Hour on Document Admin Is an
Hour Away From Billable Work.
Book a consultation and bring your most time-consuming document or onboarding process.
We’ll show you exactly what an automated version would look like.
Legal process automation is built with compliance, version control, and audit trail requirements built in from day one.
