Enquiry triage and conflict check prep
New enquiries are sorted by type of work and urgency, with the key facts pulled out. Party names are gathered ready for your conflict check, which a person still runs and signs off.
AI automation · Solicitors
AI automation for solicitors.
In a small firm, fee earners lose hours to work nobody can bill for, like chasing ID documents and answering "any update?" emails. Then there is the opening letter, typed out again for each new matter.
We build automations that prepare and chase, so your team has more time for the legal work. A solicitor checks anything that matters before it leaves the firm.
01
Where the time goes.
Firms tend to start with one of these.
Client onboarding and ID/AML document chasing
New clients get a checklist link for ID, proof of address and source of funds. Reminders keep going until everything is in, and the file shows what is still missing.
Matter updates
When a matter reaches a milestone, such as searches coming back, a short update to the client is drafted from your case system. The fee earner approves it before it goes.
Time and billing chases
Fee earners get a nudge when time has not been recorded. Unpaid bills get polite reminders on a schedule you set.
First-pass letters with human review
Routine letters and emails are drafted from the matter details and your own templates. A solicitor reads, edits and approves every draft before it is sent.
If your problem isn't listed, ask us anyway. Tell us about it.
02
How a pilot works.
Every project starts with a small pilot on one job. We only roll out what works.
- 01
Discover
A free 30-minute call about where your team's time goes. If there is enough to work on, we suggest the audit.
- 02
Design
We choose one job for a small pilot and write down how we will judge it, for example hours saved each week. You get the price before we build anything.
- 03
Build
The pilot runs on your own work for about two weeks, with a person checking what it does. If the pilot doesn't earn its keep, we'll tell you and you stop there.
- 04
Operate
If it works, we quote a fixed price to roll it out. After that we can look after it on a Care Plan.
03
Packages and prices.
Most firms start with the audit, then one sprint on onboarding or matter updates. Prices exclude VAT where it applies. Tool subscriptions are billed to you at cost.
Automation Audit
From £495 one-off, credited against any sprint
Find out what is worth automating first, and what it would save, before you spend money on a build.
- 90-minute workshop with you and your team
- Written map of your top 5 automations
- Time saved and cost estimate for each
- Delivered within 5 working days
Automation Sprint
From £2,500 fixed price, about 2 weeks
One workflow built and live in about two weeks. For example, a new enquiry gets an AI reply, goes into your CRM and gets a booking link.
- Built in n8n, Make or Zapier, with AI where it helps
- An alert to you if anything stops working
- Documentation and a recorded handover
- 30 days' support after go-live
Care Plan
From £400 per month
We keep your automations running and make one small improvement each month.
- We watch your live workflows
- We fix things when a connected tool changes
- One small improvement a month
- Cancel any time
04
Client confidentiality.
Client files are confidential and often include ID and financial documents. We connect only what each workflow needs and agree where data is stored and which AI services can see it.
We sign a data processing agreement with you under UK GDPR. Nothing goes to a client or the other side without a person approving it, and your professional obligations stay with your firm.
05
Questions from solicitors and law firms.
Will AI write advice for our clients?
It drafts first versions of routine letters from your templates. A solicitor reads and approves every one. We do not set it up to give legal advice by itself.
Can it run our AML checks?
It can collect and chase the documents and keep the file in order. The checks and the decision stay with your compliance team and the tools you already use.
Does it work with our case management system?
Many systems have an API or can send emails and reports we can use. We check yours during the audit, before you commit to a build.
Where should a small firm start?
Often with onboarding. Chasing ID and documents is slow, and it is safe to automate because a person still reviews the file. The audit, from £495, shows you the best first job.
Talk to us about your firm.
Book a free 30-minute AI review, or send us a few lines about the job that takes too long. You can also email projects@codegarden.site.