Automation for law firms
Chain AI actions into workflows that run themselves across your systems.
Workflows that run while you sleep
Chain AI actions into multi-step automations. New intake triggers eligibility screening, document collection, form filling and calendar scheduling — all without manual handoff.
How Automation works
- 1Trigger event fires
- 2AI executes step sequence
- 3Approval gate if high-risk
- 4Full audit trail logged
At a glance
- Workflow builder
- Visual
- Conditional logic
- Supported
- Human approval gates
- Configurable
Turn the process you already run into a workflow
Every firm runs the same handful of sequences — new inquiry to signed engagement letter, signed matter to open file, closing to invoice. Automation writes each one down once: what starts it, the steps that follow, and the rules that decide when a person has to look at it. From then on the sequence runs the same way every time, whether the matter arrives at 9am on a Tuesday or 6pm on a Saturday.
Trigger on work that already happens
A new intake form, an uploaded document, a signed engagement letter, a calendar event, an email that matches a rule, or a status change on a matter.
Branch on your own rules
Route by practice area, case value, jurisdiction, client type, or whether the conflict check cleared — without writing a line of code.
Pause for approval where it matters
Anything that leaves the firm — a letter, a filing, an invoice — waits for the person you named before it goes out.
Hand off between people and AI employees
Marcus routes each step to the AI employee that owns it, then to the timekeeper who signs off, so nothing sits waiting in an inbox.
Workflows firms put live first
Start with the sequences that already eat billable hours. Each one is a visual sequence of steps, conditions and approval gates — not a script someone has to maintain.
Intake to open file
Conflict check, qualification scoring, engagement letter drafted, intake questionnaire sent — then the matter opens with its folder structure, deadlines and owner already assigned.
Document to decision
Upload runs OCR and entity extraction, links the file to the matter, updates Atlas's risk and completeness scores, and opens a task when something the matter needs is missing.
Deadline to filing
Escalation fires at 30, 14, 7, 3 and 1 days out, the filing draft is prepared, forms are pre-filled, and approval is requested from the responsible attorney.
Month end to paid
Billable activity is detected, invoices are drafted with UTBMS codes, reviewed by the billing owner, sent, and followed up on until payment lands.
Every run leaves a trail
Each execution records what triggered it, every step taken, any approval given, and how long it took. Runs can be paused, edited and resumed from the point of failure, so a changed rule never means rebuilding the workflow. If a step fails — a missing signature, an unreachable integration — the run stops, the owner is notified, and nothing continues half-applied.
WhereAutomationfits
Same matters, same time entries, same deadlines — one record the whole platform reads from.