Industry:
Commercial Law
Team Size:
8 partners, 12 associates
Location:
United States
Timeline to Live:
29 days
Services Used:
AI Document Automation + Business Process Automation
Primary Goal:
Automate contract generation, approval routing, and document filing
About the Client
The same boutique commercial law firm as the business process automation case study — focusing specifically on the document automation layer that delivered the most immediate and visible impact. Eight partners, twelve associates, and a document production process that had been consuming billable hours for years.
The Challenge
The firm’s partners were spending a disproportionate amount of every week drafting routine contracts — documents where the legal judgment was minimal and the production was largely template-based. Associates were spending hours on formatting and preparation that contributed nothing to the firm’s legal output. And the approval and filing processes were creating delays and inconsistencies that partners found frustrating.
- Standard contract drafting taking 3–4 hours per document every time — manual template-based work
- Internal approval routing via email — no visibility into status, no reminders, no escalation
- E-signature collection requiring manual follow-up and chasing
- Document filing inconsistent — retrieving historical documents took significant search time
- Every version of every document managed manually — version confusion was a real risk
The firm needed document production to be fast, consistent, and compliant — every time, for every document type — so legal talent was applied to the work that actually required it.
Our Approach
We audited the firm’s 40+ document types, prioritized the eight highest-volume, and designed intelligent templates that could generate accurate documents automatically from existing matter data. Compliance and version control were non-negotiable from the start.
What We Built
A complete document automation system — generation, approval, e-signature, and filing — for the firm’s eight highest-volume document types.
The Results
The system went live on day 24. Within the first 30 days, results were measurable across
every part of the pipeline the agency previously had no visibility into.
83%
Faster Turnaround
20 min
Generation Time
22hrs
Partner Time/Month
0
Misfiled Documents
“The time we’ve reclaimed from document production has gone directly back into client advisory work. That’s what we’re here for — and for the first time, that’s almost entirely what we’re doing.”
— Partner, Commercial Law Firm
Related Case Studies
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every part of the pipeline the agency previously had no visibility into.
Boutique Commercial Law Firm — US Practice
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Every Hour on Document Production Is an
Hour Away From the Work You’re Actually Paid For.
Book a consultation and bring your most time-consuming document type. We’ll show you exactly how automation would
work and what turnaround time you should expect.
Document automation projects deliver some of the fastest and most visible ROI of any automation we build.
