Legal & tax practices

From the first enquiry to organised work.

FM24 structures information and handovers so your team can focus on professional work. With clear responsibilities and controlled knowledge access.

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Legal reference books and a case folder on a desk

Illustrative solution

Illustrative workflows. The actual scope is tailored to your systems and requirements. These are not client case studies.

Prepare client intake

Capture the enquiry

Structure information

Prepare a document list

Involve the case owner

The benefit

New enquiries are handed over with clear, complete information.

In your hands

Client acceptance, conflict checks and professional assessment remain with the practice.

Organise incoming documents

Identify document type

Extract metadata

Suggest a case match

Transfer with control

The benefit

Less manual sorting and data entry in existing cases.

In your hands

Uncertain matches, original evidence and consequential changes are reviewed.

Follow up missing documents

Check completeness

List missing items

Prepare a message

Track responses

The benefit

Missing information stays visible across handovers.

In your hands

The practice defines recipients, content and sending rules.

Make practice knowledge useful

Capture the question

Search approved sources

Show the version

Prepare a draft

The benefit

Procedures, templates and internal knowledge support everyday work.

In your hands

Professional review and the authority of an answer stay with people.

EVERYDAY PROCESSES

Automate firm workflows. Preserve professional responsibility.

AI automation for law firms and tax practices: intake, incoming documents, missing information and internal knowledge.

Client intake and document processing

Enquiries, incoming documents and missing information form a traceable workflow. AI supports classification and assignment; client acceptance, conflict checks and professional judgement remain with the firm.

Knowledge management for law and tax firms

Approved templates, instructions and process knowledge can support an internal AI assistant. Sources, versions and access rights must fit the task. Drafts do not replace binding legal or tax advice.

Checking interfaces and implementation

Specialist systems, permissions, data flows and review duties are assessed before automation. A bounded document workflow provides a basis for effort and costs. Specific integrations are checked against the existing system.