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Case study · AI & automation
Less admin. People still in control.
How we identify, pilot and roll out automation and AI that save time without removing professional judgement.
Challenge
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Approach
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Deliverables
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Results we measure
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Who this is for
Firms where fee earners and support staff spend significant time on repetitive admin, re-keying information between systems, or producing routine first drafts.
The challenge
The same details typed into several systems, manual reminders and chasers, and admin that grows with every new matter.
Our approach
Five steps, clearly agreed.
01
Workflow mapping
We document how a process works today, who touches it and where time is lost.
02
Risk assessment
We agree what should and should not be automated, with particular care around client data and professional judgement.
03
Pilot
We automate one workflow first, so you can see the impact before going further.
04
Human checkpoints
Clear review points wherever a decision needs a person, and documentation so your team understands each automation.
05
Roll out and review
We extend what works, retire what does not, and review results with you.
Deliverables
What you receive
- Workflow map
- Shortlist of automation opportunities
- Pilot automation
- AI usage guidelines for your team
- Documentation for each automation
- Post-launch review
Results we measure
Success, defined up front.
Hours saved
Admin time saved each week on the automated workflow.
Errors and re-work
Mistakes caused by manual re-keying and copying.
Turnaround time
How long routine tasks take from start to finish.
Adoption
Whether your team actually uses the new process.
Verified results
Client results are published here only with permission.
As projects complete, we add verified outcomes to this page. Your firm could be the first.
Common questions
Before you start.
Is it safe to use AI with client data?
It depends on the tool and how it is configured. We assess data handling, keep human review in place, and follow current SRA and ICO guidance.
Will AI replace our staff?
That is not the aim. The goal is to remove repetitive work so your people can spend more time on clients and advice.
Where should we start?
With one high-volume, low-risk workflow. The free audit helps identify the best candidate.
Next step
Become our next
case study.
Start with a free AI & Growth Audit, normally £500 per report and free for a limited period.
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