For law firms
Matter intake, correspondence filing, disbursements and closing packets — the administrative document work that consumes clerk and assistant time. Privileged material stays in a jurisdiction you name. No legal advice, and nothing leaves the firm without a lawyer having read it.
Docketable hours
spent on filing.
Correspondence arrives and someone decides which matter it belongs to, renames it to the firm's convention, and files it. A new client's intake form is retyped into the practice-management system. A disbursement invoice arrives and someone codes it to a matter so it appears on the right bill. A closing packet is assembled by checking a list against a folder, twice, because missing one item is expensive.
In most firms this work is done by the people you would rather have doing something else, and in small firms it is done by lawyers at seven in the evening.
We automate where the document goes and what is in it. We do not automate what it means. Legal judgement stays with the lawyer, and that boundary is written into the statement of work.
Privileged material is a category of its own
Solicitor-client privilege is not a preference about data handling — it is a duty owed to the client, and your law society's confidentiality obligations follow the file wherever it travels. Sending privileged material to a third-party processor is a decision the firm has to be able to explain, to the client and to the regulator.
That makes the vendor's own jurisdiction a live question rather than a procurement detail. A great many capable AI firms contract through an entity registered on another continent and process everything there. That is a legitimate business — and a poor fit for a file the firm is obliged to protect.
We are incorporated in Ontario. Deployment goes into a Canadian region, a U.S. region, your own tenancy, or hardware in your own office — named in the agreement. Fields you nominate never leave your boundary, and the architecture is documented for your general counsel or practice-management insurer to review before anything is built.
What we commit to on dataWhat we will not claim
We are not SOC 2 certified and not ISO 27001 certified. We say so wherever it is relevant rather than hoping nobody asks.
We are also not lawyers, and nothing we build constitutes legal advice. Any document a system drafts is a draft for a lawyer to review, revise and take responsibility for — never something that reaches a client, an opposing party or a court unread.
Your own counsel and your law society's rules govern whether a given arrangement is permissible. We give you the architecture in writing so that assessment can actually be made.
What we automate — and what stays with the lawyer
Administrative movement and extraction. Ordered by how quickly the payback tends to arrive.
Correspondence filing
Inbound mail, email attachments and faxes identified, matched to the right matter and client, renamed to your convention and filed. Anything the system is not confident about goes to a review queue rather than to a plausible-looking wrong matter — because a misfiled document is worse than an unfiled one.
Client & matter intake
Intake forms and client-supplied identification documents read and written into your practice-management system. Conflicts checking remains a firm process run by your people — we can assemble and structure the inputs, but the determination is not something to delegate to software.
Disbursements & vendor invoices
Invoices from agents, couriers, registries, experts and process servers read, validated, coded to the correct matter and posted, so disbursements land on the right bill in the right period without a clerk keying each one.
Closing & transaction packets
Completeness checking against your own checklist for a transaction type: which documents are present, which are missing, which are unsigned or undated. The system reports the gaps. A lawyer decides what to do about them.
Precedent retrieval
Ask across your own precedent bank and closed files and get answers with a citation to the specific document and passage, plus an honest refusal when the answer is not in the corpus. Permissions are enforced at retrieval, so a user only ever sees material they are already entitled to open.
Explicitly out of scope: legal advice, conflicts determinations, limitation-period calculations, anything touching trust accounts, and any document that reaches a client, court or opposing party without a lawyer having read it. If you want those, we are the wrong firm and we will say so on the first call.
Count the filing, not the fee
Take a firm receiving 3,000 documents a month across correspondence, disbursement invoices and client-supplied material. At four minutes each to identify, name, code and file, that is 200 hours — roughly CAD $7,600 a month in loaded clerk time at the $36–40/hour figure we publish.
That understates it in one specific way: where this work is absorbed by lawyers rather than staff, the real cost is the docketable hour that was not billed. We deliberately do not put your hourly rate into that calculation, because the recovered time is not automatically billable and we are not going to pretend otherwise.
These figures are illustrative. Yours will differ, and measuring them is what the assessment is for.
Why the threshold is set differently here
In most document automation, an error costs a correction. In a law firm, a document filed to the wrong matter can mean privileged material sitting in a file it does not belong to — a confidentiality problem, not a tidiness problem.
So the system is tuned to abstain rather than to guess. A lower automation rate with a near-zero misfiling rate is the correct trade here, and the evaluation set scores misfilings separately and far more harshly than items sent to review.
The same published prices as everything else
Prices in Canadian dollars, verified 23 August 2026. An advisory hour is CAD $195; fixed-scope advisory engagements start at CAD $4,500; minimum build engagement is CAD $9,500.
- Start here
- Automation Readiness Assessment — $12,500 (credited in full against a build within 90 days). Includes the residency and confidentiality memo your general counsel or practice-insurance carrier will want to read before anything is built.
- The build
- From $26,000 for one document type across two intake sources; $48,000 for three types with separate rule sets and a full review queue. Precedent retrieval is scoped separately — from $24,000.
- Running it
- $2,400 or $4,800 a month hosted in your chosen region — or in your own tenancy at no hosting fee, which is what most firms with a privilege-conscious policy end up choosing.
When you should not buy this
When you mean e-discovery. Document review for litigation is a mature market with specialist platforms, established defensibility standards and case law about how review is conducted. Use one of those. We would be a worse and more expensive answer, and we will say so immediately.
When your practice-management system already does it. Several legal platforms now include document automation, intake forms and matter-based filing rules. If you are paying for one and not using those modules, turn them on first. That is free.
Firms under roughly 500 documents a month. The manual baseline is around CAD $1,200/month and a build in the tens of thousands will not repay it.
When the firm has not agreed a filing convention. If three assistants each name and file differently, there is no rule for a system to apply. Agreeing the convention is the first project, it is free, and it is worth doing whether or not you ever automate.
Anything touching trust accounts. Trust accounting is governed by strict law-society rules, and we will not build automation that moves, allocates or reconciles trust funds. That is a bright line.
Questions worth asking first
Every answer here restates something already stated on this page or on our trust page. If what you want falls outside these boundaries, we are the wrong firm and we will say so on the first call.
Where does privileged material actually live?
Deployment goes into a Canadian region, a U.S. region, your own tenancy, or hardware in your own office — named in the agreement. Fields you nominate never leave your boundary, and the architecture is documented for your general counsel or practice-management insurer to review before anything is built. We are incorporated in Ontario.
Are you SOC 2 or ISO 27001 certified?
No. We are not SOC 2 certified and not ISO 27001 certified, and we say so wherever it is relevant rather than hoping nobody asks. If your procurement process requires either certification from every vendor, we will not pass it today — and we would rather you learn that here than three meetings in.
Does anything you build go out without a lawyer reading it?
No. We are not lawyers, and nothing we build constitutes legal advice. Any document a system drafts is a draft for a lawyer to review, revise and take responsibility for — never something that reaches a client, an opposing party or a court unread. Legal judgement stays with the lawyer, and that boundary is written into the statement of work.
What happens when the system cannot tell which matter a document belongs to?
It goes to a review queue rather than to a plausible-looking wrong matter — because a misfiled document is worse than an unfiled one. The system is tuned to abstain rather than to guess: a lower automation rate with a near-zero misfiling rate is the correct trade here, and the evaluation set scores misfilings separately and far more harshly than items sent to review.
Will you automate conflicts checking or trust accounting?
No to both. Conflicts checking remains a firm process run by your people — we can assemble and structure the inputs, but the determination is not something to delegate to software. Trust accounting is governed by strict law-society rules, and we will not build automation that moves, allocates or reconciles trust funds. That is a bright line.
Start with last month's mail
Count what arrived and how long each item took to reach the right matter. That number decides whether any of this is worth the firm's money — and you can work it out before speaking to us.
Run the fit check