RPA for law firms
Take the repetitive administration out of every matter. Our digital workers and integrations run inside Proclaim, Actionstep and any API-enabled case management system — so your team spends time on clients, not rekeying.
Where RPA helps
Start with the work your team repeats every day. We map it, automate the predictable steps and keep people in control of the exceptions.
Digital workers move verified client and matter data between case management, CRM and finance systems.
Inbound emails and documents are matched and filed against the right matter in Proclaim, Actionstep or another API-enabled CMS.
Routine case updates, status changes and document generation run on agreed rules, with exceptions routed for review.
Clients complete structured forms and sign documents electronically, with answers and audit trails saved to the file.
Conveyancing automation
Case studies
Conveyancing
8 hours
saved each week, per administrator
A digital worker validates each ready matter, completes routine updates across the firm's existing systems and sends only genuine exceptions to a named reviewer.
Legal email
5–10 hours
of email admin removed per person, each week
Emails and attachments are classified, matched to the right matter and filed together, with low-confidence matches held for review rather than guessed.
Client testimonials
“The conveyancing bot removed around eight hours of data entry per administrator every week, and the accuracy is better than doing it by hand.”
“Email filing used to take the first hour of every day. Now it happens before anyone opens the file, and nothing gets misfiled between Proclaim and the inbox.”
“Automation gives our teams the space to focus on the work that needs human judgement.”
FAQ
Robotic process automation uses software 'digital workers' to complete rules-based tasks people currently do by hand, such as entering matter data, updating case records or moving information between systems. Fee earners and support staff keep the judgement work.
Many parts can. Repetitive steps such as opening and updating matters from verified data, filing correspondence, generating standard documents and progressing routine milestones are good candidates. Anything unusual is routed to a person for review.
No. We integrate with your existing case and practice management systems, including Proclaim and Actionstep, and with any other platform that exposes an API. Where no API exists, a digital worker can operate the system's interface.
We use our own RPA tooling, chosen and configured to suit each project, so you are not tied to a third-party licence model.
Every automated action is logged, access follows your permissions, and uncertain cases go to a named reviewer. We test with your team and roll out under supervision before anything runs unattended.
Each project is quoted on its scope: the workflow, the systems involved and the controls you need. You receive a clear price before implementation starts.
A useful first conversation
