Your team owns the build.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Give the responsible team a clearer administrative packet and a precise list of missing facts.
Which facts are required before review? Who may access prospective matters? How are sensitive documents and corrections handled?
Confirm confidentiality, retention and approved tool use before processing matter information. Keep legal advice and acceptance decisions outside automated authority.
We use these answers to agree on integration boundaries, responsible reviewers, access controls and a definition of done. The proposal identifies dependencies and what is included before implementation begins.
Pilot administrative completeness checks on an approved sample set, with attorney-supervised evaluation and no automated client acceptance.
Measure factual errors, missing intake items, review effort and improper disclosure risks identified during evaluation.
Route the approved packet through the firm's existing intake process with access restricted to the appropriate team.
Document the owner, support path and recovery procedure. Define how the workflow behaves when information is incomplete, access fails or a reviewer declines the proposed result. Agree on what needs fresh validation after a model or integration change.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.