Law firm workflow automation

Hire AI workflows before you hire more admin

Dooza helps law firms automate intake, onboarding, document collection, client updates, billing reminders, and matter admin with attorney approval built in.

See Dooza Workflow
IntakeConflict reviewOnboardingDocument collectionApprovals
Law firm intake run
lead, review, matter setup
Review gated
Before
Manual intake

Phone notes, inbox threads, missed follow-ups.

After
Structured workflow

Qualified, routed, approved, and tracked.

New matter pipeline
repeatable steps without losing context
Approval
New inquiry
Opposing party
Signed retainer
Conflict review
Folder created
Next tasks assigned
Intake captured
Conflict review routed
Onboarding prepared
Attorney approval

Law firms are hiring for work that should be a workflow

If your team is chasing intake forms, copying client details, sending the same reminders, and rebuilding matter checklists by hand, Dooza can turn that operational work into a controlled system.

Manual work now
Dooza
Managed workflow
Missed intake

Prospects wait too long and high-intent leads go cold.

Client intake and qualification

Collect case details, urgency, jurisdiction, and consultation preferences.

Inconsistent onboarding

Every coordinator opens matters slightly differently.

Conflict review and matter opening

Prepare parties, context, folders, checklists, and document requests.

Manual follow-up

Updates, reminders, and task nudges depend on memory.

Updates, reminders, and reporting

Draft replies, book reminders, maintain checklists, and surface blocked matters.

Workflow layer
Start with one operational bottleneck. Then expand after the first workflow is running cleanly.

One law firm workflow at a time

We pick the repeatable process, connect the tools, add review steps, test the run, and hand your team a workflow they can actually operate.

Matter opening flow
built around attorney control
Legal ops
01

Capture

Collect client and matter details from forms, calls, or email.

02

Review

Prepare conflict context and route to the right reviewer.

03

Open

Create onboarding tasks, folders, and document requests.

04

Update

Draft client updates and internal reports for approval.

Every client-facing action can pause for attorney or staff approval.

Useful workflows a law firm can deploy first

These are operational workflows. They help the firm move work, collect information, draft admin output, and keep lawyers in control.

New client intake assistant
Conflict-check preparation flow
Matter opening checklist
Document request tracker
Consultation booking workflow
Client status update drafts
Billing and payment reminders
Daily attorney workload report

Built for legal work that needs review

The safest law-firm automations are not uncontrolled bots. They are structured workflows with clear review points and scoped access.

AI prepares drafts and summaries, not legal advice

Attorney approval before sensitive client-facing output

Least-privilege access to inboxes, files, calendars, and matter tools

Audit-friendly logs for workflow runs and approvals

Law firm workflow questions

No. Dooza helps with operational workflows such as intake, routing, document collection, draft preparation, reminders, and reporting. Legal advice and final client-facing decisions stay with the law firm.

The goal is to reduce repetitive admin work, not remove professional judgment. Dooza can handle structured intake, reminders, drafts, and routing so staff spend more time on higher-value work.

Yes. Dooza can connect with common tools such as email, calendars, forms, CRMs, spreadsheets, file storage, and workflow systems. The exact setup depends on the firm stack.

Start with intake and onboarding. Those workflows are repeatable, easy to measure, and often expose missed follow-ups, inconsistent data collection, and delayed matter setup.

A workflow can pause before sending a reply, updating a sensitive record, or creating a client-facing document. The attorney or assigned staff member reviews, edits, and approves the action.

Bring one workflow your firm keeps hiring around

We will map the process, connect the tools, add approvals, and show what can be automated without losing attorney control.