Law firm workflow automation, documented as SOPs.
UnderOath.ai automates the internal operations of a law firm — matter opening, task and deadline creation, document collection, internal notifications, and billing and payment reminders — inside the software the firm already uses. Every workflow ships with a written SOP and training, so the systems keep working after we leave the room.
The steps between signed engagement and substantive work.
Matter opening
Engagement letters, conflict checks and file setup run as a workflow, not as a favor from whoever is free.
Document collection
Reminder chains send themselves; the file is complete without anyone chasing it.
Billing and reminders
Time entry nudges and payment reminders happen on schedule, not when there is time.
What firms ask about workflow automation.
What internal workflows can be automated?
Matter-opening workflows, task and deadline creation, document collection, internal notifications, and billing and payment reminders — the repetitive steps between a signed engagement and the first substantive work.
How does matter-opening automation work?
The steps that usually wait on whoever has a free hour — engagement letters, conflict checks, file setup — run as a defined workflow the moment an engagement is signed, with a human checkpoint before anything reaches the client.
Can billing reminders run automatically?
Yes. Time-entry nudges and payment reminders run on a schedule instead of happening when there is time, which is rarely. What sends automatically is limited to the categories the firm pre-approves.
What is SOP automation?
Every workflow ships with a written and video SOP, so the way things are done lives in a procedure rather than one paralegal's head. SOPs are updated when the process changes, and they belong to the firm.
Who maintains the workflows?
UnderOath.ai does, through an ongoing partnership: a monthly review of what the workflows actually did, new automations as the firm grows, and documentation kept current. If the firm stops, the workflows and SOPs stay with the firm.
Book the free AI Operations Audit.
Interviews and workflow mapping, ending in a written plan the firm keeps either way.
Book a free operations audit