Administrative tasks to review
Identify repeated communication tasks and the checks that must remain with your team.
Lost Billable Hours
Standard update emails and document chasing create administrative work alongside casework. Review which steps could use templates, reminders, or draft assistance.
Slow Response Times
An enquiry may need acknowledgement before a fee earner is available to assess it. Agreed routing rules can help the team track the next action.
Compliance Bottlenecks
Document requests and deadlines need clear ownership. A reminder workflow can support the existing process while your firm retains responsibility for checks and decisions.
How Legal AI Workflows Operate
Workflows scoped around available integrations, approved templates, and clear review points for your team.
Trigger Event
A prospect submits an enquiry, a conveyancing milestone is reached in your CMS, or a new client onboarding starts.
AI Automation
The agreed workflow categorises an enquiry, prepares a draft update, or schedules a reminder for outstanding documents.
Focus Restored
Your team reviews the drafts and flagged items, with qualified staff retaining responsibility for legal decisions and client communications.
Core Capabilities for Firms
From the first client interaction to the final completion statement, we build the digital infrastructure your firm needs to scale.
New Enquiry Triage bot
An enquiry assistant can collect initial matter details and route them for your team's capacity and conflict checks.
Conveyancing Milestone Updates
Draft status updates from approved matter data for your firm to review and send.
Document Summary Assistant
Generate a draft summary of a contract or lease for a qualified reviewer to check against the source document.
AML & KYC Chaser
AI monitors outstanding compliance documents and handles the follow-up loop, nagging clients politely via email/SMS until the file is complete.
Common questions from Partners & IT
Data handling, review, and integration details
Tailored Development Pricing
Because every firm's CMS setup, onboarding process, and casework type is unique, we scope and price law firm integrations individually.
- CMS integration subject to compatibility
- Hosting and data handling agreed with your firm
- Ongoing maintenance retainer
Book a Legal Tech Consultation
Select a time below to discuss your current processes and identify a suitable workflow to evaluate.
Book an Engine Demo
15-Minute Technical Walkthrough
Transformative Workflows for Firms
Explore the custom workflows we can architect to modernize your practice and protect billable time.
New Enquiry Qualifier
Collect enquiry details, suggest a category, and prepare an acknowledgement using your firm's approved routing and response rules.
Client Onboarding Packs
Prepare onboarding packs from firm-approved templates, with staff reviewing the documents before sending.
AML/KYC Document Chaser
AI monitors which anti-money laundering documents are outstanding and sends escalating reminders until complete.
Conveyancing Milestone Updates
AI sends automated updates to buyers/sellers at each stage (searches ordered, mortgage offer received) — reducing 'any update?' calls.
Court Deadline Tracker
Send reminders for dates entered and verified by your firm. The workflow supports your existing deadline process rather than calculating or validating legal deadlines.
Time Recording Prompt
End-of-day AI reminder to each solicitor with a summary of their calendar and drafted emails, prompting accurate time logging.
Fee Quote Calculator
Prepare a draft fee estimate from the firm's approved pricing matrix for staff to review.
Document Summary Assistant
Create a draft summary of key terms and dates for a qualified reviewer to check against the full document.
Review & Referral Generator
Send a consistent invitation for honest feedback after matter completion, using your firm's approved process.
Request an Integration Plan
Outline your firm's current systems and main administrative bottlenecks below. We will draft a custom integration strategy.
Direct Contact
- contact@klikkit.co.uk
- London, UK
- Mon-Fri: 9am - 6pm