Solution

AI for Mid-Size Law Firms: Two or Three Workflows, Not a Program

You don’t need an AI program, an innovation team, or a per-seat platform. You need the two or three workflows that fit your practice mix — built on the systems you already run, at a price scoped to a firm your size.

For a mid-size firm (roughly 50–200 lawyers), the right AI strategy is not a firm-wide platform — it is two or three targeted workflow automations chosen by practice mix: matter intake and conflict checks, regulatory monitoring, contract review, or automated time capture. Each is built on the DMS and practice-management systems the firm already runs, goes live in 4–6 weeks at a fixed price, and proves its ROI before the next one starts.

The problem

Priced out of big-law AI, underserved by off-the-shelf

Mid-size firms sit in legal tech’s blind spot. The serious AI platforms are priced and designed for firms with 500+ lawyers and an innovation team to drive adoption. The cheap end — consumer chatbot subscriptions — puts confidential client work in a public tool and still leaves every workflow manual. Neither fits a 50–200 lawyer firm with real practice volume, no spare headcount, and partners who will judge any new system by whether it removes work in the first month.

The economics that actually work at this size: pick the one workflow where your firm bleeds the most time, automate it end-to-end on the systems you already run, measure the result, and only then do the next one.

The solution

Where automation removes the friction

Your practice mix decides the first workflow

No two firms should start in the same place, because no two firms have the same practice mix. A corporate and transactional firm bleeds time in contract review and due diligence — clause extraction against your own playbook is the first build. A litigation-led firm bleeds in matter intake, conflict checks and regulatory monitoring. A full-service firm with healthy AI-tool adoption usually starts with automated time capture, because recovered billable hours fund everything that follows.

This is also why we don’t lead with a product demo: the right answer depends on your matters, your clients and your systems. The discovery call maps where the hours actually go, and the first build targets the worst of it.

Built on the systems you already run

Whether your stack is NetDocuments and Aderant, Clio end-to-end, or a DMS that is mostly network folders and discipline, the automation is built on top of it — no migration project, no new system for lawyers to adopt. Where the stack is partly archaic (paper intake, scanned PDFs, spreadsheets), that is not a blocker; document intake and OCR extraction is often the highest-ROI first build precisely because the manual version is so expensive.

Client confidentiality is handled the same way as for our largest clients: everything runs inside an environment you control, nothing trains a public model, and every AI action is logged.

Prove it, then expand

The first workflow goes live in 4–6 weeks at a fixed price, with success metrics agreed up front — hours saved, intake time cut, entries captured. When the numbers hold, the second workflow starts. Most mid-size clients run two or three automations within a year, each one paid for by the last.

Example workflows we build

  • Matter intake & conflict-check automation
  • Contract review against your clause playbook
  • Regulatory & filing monitoring mapped to live matters
  • Automated time capture into your billing system
  • Document intake & OCR extraction for paper-heavy practices
  • Precedent capture into a private knowledge base

The results

The commercial impact

1
workflow to start — chosen by your practice mix, not a vendor’s roadmap
4–6 wks
to your first live workflow
Fixed price
scoped to the build — no per-seat licences
Weeks
Typical time to go live, not months
Fixed-price
Scoped to outcomes, ROI agreed up front
Human-in-loop
Review on exceptions, full audit trail

Our approach

From manual to automated

  1. 01Map where the hours go

    A short discovery against your practice mix: which workflow bleeds the most time — intake, review, monitoring, or billing?

  2. 02Build the first workflow

    Fixed price, on your existing systems, with human review gates where they matter. Live in 4–6 weeks.

  3. 03Measure against agreed targets

    Hours saved, turnaround cut, entries captured — tracked from day one and reported monthly.

  4. 04Expand workflow by workflow

    The second build starts when the first has proven itself. No platform commitment, ever.

Why a custom build beats off-the-shelf

  • Scoped and priced for a mid-size firm — fixed-price builds, no per-seat licences.
  • First workflow chosen by your practice mix, not a vendor’s feature list.
  • Built on your existing DMS and practice-management systems — no migration.
  • Each build proves its ROI before the next one starts.

Frequently asked questions

We don’t have an IT team. Who runs this?

We do — that is part of the engagement. The automation is built, monitored and maintained by us, with documentation and a support arrangement. Your lawyers interact with review queues and approvals, not infrastructure.

Half our processes still involve paper and scanned PDFs. Is that a problem?

The opposite — it is usually the opportunity. Document intake with OCR and AI extraction is often the highest-ROI first build at a mid-size firm, because the manual version (re-keying, re-reading, re-filing) is so expensive. Archaic input is fine; the automation modernises the workflow around it.

Is this another per-seat subscription?

No. Builds are fixed-price and scoped to the workflow. There is no per-lawyer licence, so the economics don’t punish you for growing.

How is client confidentiality protected at our size?

Identically to our largest clients: the workflows run inside an environment you control, client data never leaves your boundary or trains a public model, access mirrors your existing permissions, and every AI action is logged. We work under NDA.

We honestly don’t know which workflow to start with.

That is normal, and it is what the free audit is for: a short structured discovery against your practice mix and systems that ends with a one-page recommendation — which workflow first, what it would save, what it costs. No obligation either way.

What does it cost?

Engagements are fixed-price and scoped to the outcome. Every engagement is fixed-price with ROI targets agreed up front, backed by our 90-day ROI guarantee. Book a free audit for a clear price and ROI estimate.