Legal

Law Firms & Practice Operations

Matter Intake, Document Review & Billing at Firm Scale

A firm's work product is documents, and so is its overhead. Matters arrive as files that have to be read before anyone can advise, time has to be captured accurately enough to bill, and conflicts have to be checked before either can start. Scalata's agentic AI platform does the reading, and leaves the judgement where it belongs.

AutomatedMatter intake & conflict screening
Firm-wideSearch across the document estate
AssistedTime capture & narrative drafting
PrivilegedAccess governed matter by matter

How it works

The four-step journey

The same shape every time: name what is going wrong, put the documents somewhere they can be read, let people ask questions of them, and then hand the repeating parts to agents that do not need asking.

  1. 01

    Confronting Document Volume & Recovery Pressure

    Matters arrive as unsorted bundles, precedent lives in people's memories, and time is written up from recollection days later. Conflicts checking is manual, and realisation suffers from work that was done but never recorded.

    Unsorted matter bundlesPrecedent locked in silosRetrospective time captureManual conflict screening
  2. 02

    Building a Unified Practice Data Core

    Matter files, precedent, correspondence and billing records are ingested into one environment with access governed matter by matter, so privilege is enforced by the platform rather than by convention.

    Document AIMatter bundle ingestionPrecedent indexingMatter-level access control
  3. 03

    Activating Intelligent Matter & Practice Analytics

    Bundles are summarised and issue-spotted, precedent is findable by what it says rather than by who wrote it, and recovery can be examined by matter, client and fee earner.

    Conversational AIBundle summarisationPrecedent retrievalRecovery & realisation analysis
  4. 04

    Full Automation with Proactive Practice AI Agents

    Intake and conflict checks run as files arrive, time narratives are drafted from the work actually done, and agents flag matters drifting past their estimate before the client does.

    Automated intake & conflictsTime narrative draftingEstimate overrun alertsBilling preparationAI Agents

Strategic Outcome

Fee earners spend their time on advice rather than on assembly. Precedent becomes an asset the whole firm can reach, time is captured while the work is fresh, and a matter running over is a conversation you start rather than one the client starts.

Who Scalata serves

  • Fee earners reading into new matters
  • Knowledge teams making precedent findable
  • Practice managers watching recovery and realisation
  • Risk teams running conflicts and privilege checks
  • Billing teams assembling narratives and invoices
  • Partners accountable for matter profitability

What you can generate

  • Matter summaries and issue lists from raw bundles
  • Conflict screening reports
  • Precedent packs retrieved by issue
  • Draft time narratives from recorded work
  • Recovery, realisation and matter profitability analysis

Turn weeks of expert work into minutes

See how Scalata fits your team, your data, and your controls.

Contact Sales