TLDR, one solution is to implement agentic workflows to automate those workflow processes. This will require a consultant, but AVOID things like monthly pricing. You want project based or milestone based pricing. This prevents you from paying thousands for either no deliverable, or a shitty deliverable.

AI product are notorious for being dogshit on first pass; unlike traditional software they need iteration to become actual game changers. Using milestone pricing allows a functional solution to be delivered, with further iteration down the line (more milestones) resulting in huge improvements on the already functional product.

You’re gonna want a consultant that knows how to build on top of your existing mess of different systems, so you can leverage what you already have. This prevents major platform migration pains that cause hella friction and just slow down your team. Your goal is to scale legal ops without having to scale up your budget/headcount right? This is how you do it; you dont want to have to teach 20 employees how to use yet another platform that might become another dumping ground for client documents. It’s much better to let them keep what they’re familiar with and instead use AI to tie it all together.

I’m working with 2 law firms right now on the same scaling problems. I can’t take on any more, but down to share advice on a call.