Legal
Intake answered. Matters administered. Billing kept current.
Law firms lose more to slow intake and administrative backlog than to competition. Adroit builds the workflow, automates the routine steps and provides managed teams for intake, matter administration and billing support.
Adroit handles the administrative operations around legal work: intake response, matter setup, document processing, billing support and client follow up. Legal advice and judgment stay with your attorneys.
Firm Review
Start with a clear view of your operations.
Share a few details and an Adroit operations lead will follow up to arrange your assessment.
Scope
What can Adroit run for a firm?
The administrative spine of the practice: the work that must happen promptly and consistently but does not require a licensed professional.
Every function runs to a documented procedure with quality checks, so responsiveness does not depend on who happens to be at the desk.
- Client intake response and qualification
- Consultation scheduling
- Matter setup and file administration
- Document preparation support
- Records and discovery administration
- Billing and pre bill support
- Accounts receivable follow up
- Client status follow up
- CRM and case system hygiene
- Operational reporting
Intake
Why does intake speed matter so much?
Prospective clients contact several firms and retain the one that responds first with a clear next step. An enquiry that waits until the next morning is often already gone.
We combine automated acknowledgement and routing with a managed team that responds, qualifies and books the consultation, so no enquiry sits unanswered.
Controls
How is client confidentiality protected?
Confidentiality obligations are agreed in writing before work begins. Access is restricted to the assigned team, work happens in your systems where possible, and handling procedures are documented.
Conflict checks, retention rules and privilege remain under your firm's control. Our teams operate within the rules you set.
Common Questions
Frequently asked questions
Related
Continue reading
Next Step
Start with an Operations Assessment.
A structured review of how a specific area of work runs today, what should be improved, what should be automated and what should be operated by a managed team.
Book an Operations Assessment
