AI & Automation Builds
A hands-on project in two parts. Scoping first: a structured look at how your firm runs, from intake to invoicing, producing a written plan ranked by time saved against client-data sensitivity. Then the build: JurisLabs configures, connects, and tests the workflows inside the tools you already run, from low-code automation to custom integrations and the secure infrastructure underneath. You end with a working system tested against your real matters, not a slide deck.
If the scoping phase does not surface at least three specific changes worth making, it is free.
What is included
- A scoping phase: an intake questionnaire, one or two discovery calls, an inventory of your stack (practice management, documents, email, any AI already in use), and a written plan ranked by impact and data risk.
- Configuration of your case management software: matter templates and task automations tuned to your practice areas rather than the defaults.
- Setup of the AI tools in scope: intake, drafting, research, or summarization, including templates and prompt libraries.
- Document processing and generation: pulling data out of intake forms, contracts, and filings, and assembling first drafts from your own templates.
- Integrations and infrastructure at the level the job needs: native connectors and low-code platforms where they fit, and custom integrations, secure cloud setup, and MCP servers (the secure bridge between AI models and your data) where the work calls for real engineering.
- Testing against two or three of your real matter types, a written handoff document, and a post-launch check-in call 30 to 60 days after go-live.
How it runs
- Scoping: discovery on a fixed agenda, then a written plan you approve before any build starts.
- Build, in a staging environment where possible, without disrupting your day to day.
- Review and testing against real matter scenarios, with you confirming the output meets your standard.
- Go-live and handoff: you own the running system and the documentation, with a check-in call at 30 to 60 days.
What you get
A running, configured system in your own tools, tested against your real matter types, plus the written scoping plan and a handoff document covering what was built and how to maintain it.
Scoping takes 1 to 2 weeks. Builds run 2 to 8 weeks depending on scope: a single workflow runs 2 to 3, several connected ones run longer.
A good fit if
- You know you should be doing something with AI but not what, or in what order. The scoping phase answers that before the build spends your money.
- You run Clio, a document system, or similar and want AI and automation wired in correctly, configured for confidentiality from the first day.
- Your setup needs real engineering, not just connectors: a custom integration, secure infrastructure, or a bridge between AI and your systems.
Not the right fit if
- You want a standalone commercial software product built from scratch. The custom work here connects and extends the tools you already run.
- You want an ongoing IT support or managed-services contract.
Examples
- A solo PI firm gets a Clio Grow intake form wired to conflict checks, follow-up emails, and matter creation with fields pre-populated. New-client handling drops from 45 minutes to under 10.
- A real-estate practice gets its 12 recurring closing documents templated in Clio with matter fields mapped in. First drafts go from 90 minutes to under 15.
- A family-law firm drafting letters in free ChatGPT with no rules about client data gets that flagged in scoping, then a legal-specific tool that does not train on inputs, wired into its document system.
What is not included
- General IT and networking: corporate servers, VPN, endpoint security, and device management. Infrastructure for the AI workflows themselves is in scope; running your firm's network is not.
- Ongoing support after the post-launch check-in. Further work is a separate engagement.
- Any opinion on whether a specific AI output is legally correct.
- Referral fees. JurisLabs takes none from any recommended vendor.
Talk it through
Book a free call. You will leave knowing whether this is the right starting point for your firm, even if you never hire JurisLabs.