Map the current flow
We trace lead capture, qualification, conflict checks, handoffs, routine drafting, document review, and client communication.
AI implementation agency for law firms
CounselFlow finds practical, confidentiality-conscious ways to improve intake, drafting, review, and client updates—without forcing your firm into a risky technology overhaul.
What to expect
Every recommendation is considered through the lens of privilege, access, data handling, and human review.
We estimate time recovered and translate it into dollars so partners can judge whether a change is worth making.
CounselFlow recommends focused workflows with clear checkpoints—not opaque automation replacing legal judgment.
The first engagement
A focused one-week review of how leads and client work move through your firm, ending with a prioritized implementation roadmap.
Fixed engagement
$3,500
One-week turnaround. A defined deliverable, not an open-ended consulting meter.
We trace lead capture, qualification, conflict checks, handoffs, routine drafting, document review, and client communication.
We separate useful AI opportunities from novelty, prioritizing repeatable work where time savings can be measured.
Recommendations identify what data is involved, where human review belongs, and which controls deserve attention.
You receive a clear report with recommended workflows, estimated hours and dollars saved, dependencies, and next steps.
Start with clarity
Tell us where work is backing up. We will help you identify the first workflow worth fixing and whether the audit is the right next step.
Discuss your firmLess administrative drag. More attention on clients and legal work.