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Professional Services

Automation for law firms.

Billable hours spent on intake forms, document assembly and chasing signatures are hours nobody wanted to buy. A Convoy CIS moves that work off the fee earners while keeping a human in command of every judgement call.

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01 / The friction

What we map first.

Before anything gets built, we go and look. These are the patterns we expect to find in a legal practices operation. The recon confirms which ones are actually costing you, and which are fine as they are.

  • Intake taken by phone and typed into the practice system by hand
  • Matter status invisible without asking the responsible attorney
  • Standard documents rebuilt from an old file each time
  • Deadlines tracked in a calendar only one person maintains
  • Time captured from memory at the end of the week
02 / The build

What a CIS would run.

Scoped and priced from the recon, deployed in your environment, owned by you. A human stays in command of every judgement call.

01

Client intake

Enquiries captured, conflict-checked and routed with the file opened automatically.

02

Matter status

A live view of every matter, its stage and its next deadline.

03

Document assembly

Standard documents generated from matter data rather than copied from an old file.

04

Billing

Time and disbursements assembled into bills without a month-end scramble.

03 / The dashboard

This is how your board could look.

A command view built for Legal Practices. Click an agent to see what it owns, switch a unit on, or add a panel. Nothing here is real data.

Command

Legal Practices
As of --:--:-- Illustrative
Panels
Open items 18 awaiting action +12
Cleared today 42 no human touch -4
Needs command 3 escalated to you +3
Automated 94 % of steps, no human +8

Role agents

1 needs command

Activity

streaming
06:41 INTAKE New records captured and routed to the right owner.
06:38 DOCS Documents generated from one source record.
06:35 FOLLOW-UP Overdue items surfaced with outreach drafted.

Illustrative only. Every figure here is invented to show the shape of the board. Convoy has no shipped builds yet and does not present demo numbers as client results.

04 / Wired into

Your tools stay your tools.

A CIS integrates rather than replaces. These are the systems we would expect to wire into here. If yours is not listed, it is almost certainly still workable.

Clio MyCase NetDocuments Microsoft 365 DocuSign QuickBooks

See the full connector list →

05 / Deploy

Start with a recon.

We study your real operation before writing a single line. Tell us how you move, and we will map where a CIS earns its place.

No cost. No obligation. We will tell you if a CIS does not earn its place.

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We use this only to prepare your recon. We do not sell or share it.