Process Automation & A.I.
Integrated AI and learning logic into legal workflows to decide, and initiate key business activities
Why this work,
and why us.
Svoon's view on AI is unfashionably practical. We start with the business problem, the data behind it, and the operating model around it. Automation and AI are tools — powerful ones — but they only deliver when the underlying processes and data are ready. We get organisations to that point, then deploy where the value is real.
The Challenge
- 01
Matter opening processes required fee-earners to manually complete 11 separate forms, between the firm's DMS and a standalone conflict-check tool
- 02
Business acceptance and AML checks routed via email, with no SLA tracking — 23% of new matters delayed before a fee-earner could begin billable work
- 03
Court filing deadlines tracked in individual fee-earner Outlook calendars, each then requiring partner escalation and client notification
- 04
Billing narratives written manually by fee-earners at matter close took much time and repetitive actions
- 05
No centralised process ownership — many different versions of the processes and policies in active use simultaneously across the practice group
- 06
Partner billing sign-off bottleneck: many invoices sat in approval queues for more than 10 days, directly impacting cash collection and lock-up days
What we delivered,
step by step.
- 01
Mapped 44 processes including compliance, client matter opening, accounts receivable and billing, threshold approvals and write-offs over 8 weeks — unified 9 key workflows.
- 02
Built a single matter-opening automation that populates Elite 3E, triggers iManage folder creation, and submits a pre-filled conflict check
- 03
Replaced email-based AML routing with a structured intake workflow — auto-assigning to the compliance team, triggering automated conflict-check API calls, with SLA and escalation alerts
- 04
Deployed a centralised court deadline register with automated notifications to all fee-earners and PAs, plus reminders with matter-specific filing checklists attached
- 05
Automated billing approval routing — invoices above a certain value routed to partner with a tracked SLA; below a certain threshold semi-auto-approved and issued, reducing the sign-off queue
- 06
Ran a 6-week in-parallel adoption change programme with Practice Group Leaders — every automation signed off by the responsible partner before go-live, with a 90-day review cycle built into governance
What changed,
measurably.
Matter opening time reduced
AML turnaround reduced, removing the single largest cause of delayed matter start
Zero missed court filing deadlines following go-live
Invoice approval cycle reduced, directly reducing lock-up
WIP unlocked within the first 90 days through faster billing approval and matter-close automation
Many days of administration removed across the practice groups each month
Annualised revenue uplift from hours recaptured and billing acceleration
Other programmes we lead.
M&A and Multi-Firm Unification
A number of high-profile mergers and unifications, aligning people, processes, systems and delivery ways of working into one integrated operating model
02Finance System Transformations
High value, risk and expectation programmes and recoveries - International programmes with many offices and regulatory needs, including all key integrations to core legal PMS (Compliance, CRM, CMO, DMS etc.) systems and client feeds.
04Global CRM Unification
Deployment of a global CRM and client intelligence platform across 40+ jurisdictions. Key client development and reporting systems, integrated business development planning and curated central profiling and actions profiling.
Not sure where to start? Start here.
Please get in contact with us to discuss your needs.