Robotic process automation
IN A BIT Bot
Move information between the systems your people already use—without repetitive data entry.
Explore BotRPA and automation for law firms
Legal workflow automation for the work around every matter.
Connect intake, matter creation, conveyancing updates, correspondence and document completion without replacing the case management systems your firm already relies on.
- 8–10 hrs
- Potential weekly time returned per administrator
- 24/7
- Scheduled processing around your team
- One trail
- For actions, approvals and exceptions
Operational challenge
The matter moves. The legal administration multiplies.
The opportunity is rarely one isolated task. It is the repeated handling between people, inboxes and systems that quietly absorbs capacity.
- Client and matter details rekeyed across case management, CRM and finance systems.
- High-volume email filing taking experienced people away from casework.
- Client questionnaires and supporting evidence spread across inboxes, PDFs and separate tools.
- Documents waiting on signatures, reminders and manual filing before work can continue.
Connected workflow
How automation supports legal operations
One controlled flow can coordinate the repetitive steps while leaving decisions and exceptions with the right people.
STEP 1
Open the matter
Capture verified intake data and create the right records across your connected systems.
STEP 2
Keep the file current
Match and file email, attachments and routine updates into Proclaim, Actionstep or another connected CMS.
STEP 3
Collect complete information
Guide clients through adaptive forms, validate required answers and store the structured submission against the matter.
STEP 4
Generate and sign
Build documents from approved data, collect signatures and return the completed audit pack to the file.
Operational outcomes
Designed to improve the working day, not just the process map.
Capacity without headcount
Return routine processing time to fee earners and administrators as matter volumes grow.
More consistent files
Apply the same rules, naming and required data checks to every matter.
Faster client progress
Reduce the waiting between instruction, onboarding, correspondence and signature.
Visible exceptions
Route uncertain records to the right reviewer with the context needed to decide.
Conveyancing automation
Remove the repeat work around every property matter.
Conveyancing software holds the case record. Our automation works around it: completing predictable updates, moving verified data, filing correspondence and escalating genuine exceptions.
Open and update matters from verified source data
Move data between conveyancing, CRM and finance systems
File emails and attachments against the right matter
Generate documents and route unusual cases for review
Built for regulated work
Control remains visible at every step.
Automation runs inside defined boundaries, records its work and stops when human judgement is required.
Human approval points
Keep judgement and authorisation with your team wherever the process requires it.
Least-privilege access
Give each automation only the system permissions needed for its defined task.
Complete activity logs
Record what happened, when it happened and where an exception was raised.
Recommended products
Start with one bottleneck. Connect the rest when it is useful.
Intelligent email operations
IN A BIT Mail
Process busy shared inboxes, file correspondence and capture attachment data automatically.
Explore MailIntelligent digital forms
IN A BIT Forms
Collect complete client information, generate documents and move approved data into your systems.
Explore FormsElectronic signatures
IN A BIT Sign
Send, track and complete legally binding documents with a full audit trail.
Explore SignWorks with
ProclaimActionstepClioLEAPSOS ConnectMicrosoft 365SharePointAny API-enabled CMS
Common questions
What legal teams ask us
A useful first conversation