Matter opening, contract triage, and client updates still run on someone's memory.
By the time a new matter is properly open, half a day is gone to conflict checks, chasing documents, and working out who owns it. Contracts wait in a queue only one person understands. And every client update gets rebuilt from a week of email. We fix one of those workflows at a time, so the work stops living in inboxes and heads.
Enquiries, conflict readiness, documents, deadlines, owner routing, and review status
Month-to-month implementation, cancel anytime
Legal operations, partners, practice leads, fee earners, and support teams
Where the hours actually go
A new matter sits half-open
The enquiry comes in, but the client details, the attachments, and the conflict check are spread across three inboxes and a form. The fee earner can't start until someone confirms it's clear to open, so the file waits, and the client waits with it.
Contracts pile up behind one person
A stack of contracts needs a first read: which clauses are off, what the fallback position is, who signs off. Only the partner who built the playbook knows the order to work through them, so everything queues behind one calendar.
Every client update starts from scratch
The client asks where their matter stands. To answer, someone reopens a week of email, checks the billing entries, and pieces together the deadlines and next steps by hand. It gets done, late, and then it happens again the following week.
So the instinct is to buy a legal AI tool. That is usually the wrong first move. The problem isn't a missing app; it's that a matter's facts live in six places and none of them talk to each other.
What a month of fixing one workflow looks like
Matter opening
Today, opening a matter means gathering the enquiry notes, client details, related parties, and documents by hand, then chasing whatever's missing before anyone can run the conflict check.
After a month, a new enquiry lands in one view that shows what's complete, what's still missing, and who owns it. The fee earner can see at a glance whether the matter is clear to open, instead of waiting on a thread.
Contract review triage
Today, contracts wait in an inbox until the right person has time to read each one, decide which clauses are a problem, and recall the fallback position from memory or a document buried in a folder.
After a month, incoming contracts land in one queue that flags the clauses to look at and links straight to the playbook position and the source document. Lawyers still make every call; they just make it faster, with the evidence already in front of them.
Client status updates
Today, a client update means one person reopening email, billing entries, and notes to reconstruct where the matter stands and what happens next.
After a month, the update drafts itself from the work your team has already logged: the current status, the deadlines, the open actions. A responsible lawyer reads it, edits, and sends, instead of building it from nothing.
How the month works
Map the workflow
We sit with the people who do the work and trace where a matter's facts start, who owns each decision, and where things stall.
Decide who checks what
Before anything ships, we agree which steps a lawyer signs off, which sources count as approved, and what stays inside the matter's confidentiality boundary.
Build the tools your team opens every day
We ship the queues, views, and drafts that fit how the firm already works, connected to the systems the matter already lives in.
Tune it with the people who use it
We adjust it against real matters with the lawyers and operations team, confirm it holds up under real work, and then move to the next workflow.
Where AI fits, and where it doesn't
Inside a legal workflow, AI is useful for the mechanical parts: summarizing intake material, pulling dates, parties, and clauses into a queue, finding the approved template or the prior memo, and drafting a first-pass status note or billing narrative. It works only from firm-approved sources, keeps a link back to the document behind every line, and leaves an audit trail. It does not give legal advice and it does not make the call. Lawyers decide what goes out, what's privileged, and what the client hears. Ubisar is not a law firm; we build the workflow around the people who are.
Guides for the workflows we fix most
If you'd rather see the thinking before you talk to us, each guide walks through one legal workflow and how to make it less manual.
How to Build a Matter Intake and Conflict-Check Workflow
How to Build a Contract Review Triage Workflow
How to Build a Legal Research Memo Workflow with Review Controls
How to Track Discovery Requests Without Losing Owners, Deadlines, or Evidence
How to Clean Up Billing Narratives and WIP Before Partner Review
How to Build Client Status Reporting Workflows for Legal Matters
The systems we connect, and the lines we keep
We work with the systems your matters already live in, rather than replacing them:
Every workflow respects matter boundaries and client confidentiality: people see only what they're permitted to see, and nothing crosses a wall it shouldn't.
It's month-to-month, starting from $4,000/month, cancel anytime. We take one workflow at a time, ship something your team actually uses, and only move on once it's working.
Common questions
Which legal workflow should we start with?+
The ones that pay off first are usually matter opening and conflict checks, contract review triage, or the recurring client status update. Discovery tracking and billing or WIP cleanup are common next steps. We start with the one costing your team the most hands right now.
Does Ubisar give legal advice?+
No. We build the workflow, data, tools, and AI support around the work. Legal judgement, advice, privilege calls, and client strategy stay with your qualified lawyers. Ubisar is not a law firm.
Where can AI help without creating risk?+
On the mechanical steps a lawyer would otherwise do by hand. It summarizes the intake on a new matter, pulls the dates and clauses out of a contract into a review queue, finds the firm's approved precedent or template, and drafts a first-pass status note or billing narrative. It works only from firm-approved sources, links back to the document behind every line, and always hands the decision to a lawyer.
Tell us the workflow your team keeps rebuilding by hand
Whether it's matter opening, contract triage, or the weekly client update, describe the one that eats the most hands. We'll map the first workflow to fix and reply within one business day.
Rather score the workflow yourself first? Run the workflow calculator.