Legal Operations, Automation & Execution

Embedded Support & Automation for Law Firms

We optimise law firms through legal ops systems, workflow automation, applied AI, and embedded execution that removes admin friction, protects fee-earner time, and makes delivery measurable and consistent.

Intake, conflict checks, matter opening, diaries, and client updates — owned and run as a system, not ad-hoc admin.

Governed automation that handles follow-through (tasks, reminders, escalations) so matters move without chasing.

Operational clarity partners can trust — dashboards, audit trails, and continuous improvement across the firm.

Intake
Response, booking & triage
Matter Ops
Conflict, opening & workflow
Execution
Embedded roles & governance
Enquiry
Conflict
Matter Open

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Three outcomes we deliver for law firms

Legal ops execution, automation, and embedded support built to reduce friction and protect fee-earner time.

Front-of-firm

Improve enquiry response & conversion

Stop leakage at the front door. Standardise intake, booking, and follow-ups so good matters don’t get lost.

  • Unified enquiry capture (forms, calls, referrals)
  • Triage rules by practice area, urgency, scope
  • Automated follow-up + escalation when stalled
  • Appointment confirmations and reminders
Risk control

Stabilise conflict checks & matter opening

Enforce the basics before work begins with checklists, audit trails, and consistent file setup.

  • Conflict workflow with evidence trail
  • Onboarding requirements captured upfront
  • Standardised matter setup, key dates, tasks
  • Cleaner handovers to fee-earners
Throughput

Protect fee-earner time

Embedded roles + automation run diaries, documents, and client updates so lawyers stay billable.

  • Diary ownership and scheduling discipline
  • Document production and precedent hygiene
  • Client comms cadence and status updates
  • Billing routines and debtor follow-up

Services tailored to law firms

Practical support models, automation, and legal ops governance designed for how matters actually move.

Intake

Enquiry Intake & Triage

Standardised intake capture, triage and booking workflows so enquiries become consults (or cleanly declined).
Outcome: Faster time-to-contact, higher booking rate, fewer missed enquiries.
AEO

AEO (Automated Execution & Operations)

A governed execution layer that automates follow-through — tasks, reminders, routing, and reporting — so matters move reliably.
Outcome: Less chasing, consistent handovers, and clarity on who did what, and when.
Ops

Embedded Legal Operations

Dedicated roles integrated into your practice: diaries, client comms, doc production, and process enforcement.
Outcome: Protected fee-earner time, reduced admin noise, consistent delivery.
Governance

Practice System & Workflow Governance

Matter stages, definitions, SOPs, and change control so reporting reflects reality and the system stays clean.
Outcome: Reliable dashboards, fewer rework cycles, and predictable workflow.
Delivery

Document Production & Precedents

Precedent packs, templates, and document assembly support — maintained continuously with version discipline.
Outcome: Faster turnaround, fewer formatting errors, cleaner consistency across files.
Billing

Billing Cadence & Debtor Follow-up

Routine billing support and follow-up cadence aligned to your practice model (fixed, staged, retainer).
Outcome: Improved billing consistency and reduced aged debt.

New World Law AEO

Australia-built AEO (Automated Execution & Operations): a governed system that automates follow-through, ensures consistency, and makes performance measurable.

What AEO does

Automated follow-through

  • Captures enquiries and routes them correctly
  • Triggers reminders, tasks, and escalations
  • Maintains audit trails and reporting
Why it matters

Less drift, more control

  • Fewer dropped balls and faster response
  • Consistent client experience across matters
  • Clear visibility on who did what, and when
Example

Enquiry-to-matter opening (governed)

We implement intake routing rules, conflict check steps, matter opening checklists, and automated follow-up so leadership sees response time, booking rate, and stage movement weekly — without relying on “who remembered”.

Governance framework for law firm operations

Clear systems with automation that ensure follow-through, consistency, and measurable performance.

Clear workflows
Intake, conflict checks, task routing, deadlines, and escalation so the firm runs on predictable playbooks.
Execution ownership
Embedded ops + automation own the day-to-day so fee-earner time is protected and client comms stay consistent.
Measurable outcomes
Dashboards and KPI cadence so partners see bottlenecks, workload, and stage movement in real time.
CASE STUDY

General practice firm: intake stabilised, fewer matter-opening errors, less diary interruption

The challenge: Enquiries arrived via forms, calls, and referrals. Response depended on who saw it first. Conflict checks were inconsistent, matter opening varied by operator, and diary load pulled solicitors into admin. The firm had leakage at the top (missed follow-ups) and rework later (missing onboarding requirements, inconsistent file setup).

Our approach
  • Unified intake queue: all channels into one capture flow with practice-area tagging and service-fit rules
  • Follow-through automation: confirmations, reminders, and escalation when unanswered or unbooked
  • Conflict + onboarding discipline: checklist enforcement and an audit trail before any substantive work begins
  • Standard matter opening: consistent setup (matter type, key dates, tasks, templates) before handover
  • Embedded ops ownership: diary coordination, client updates cadence, document production support
Results after rollout
Less enquiry leakage
Cleaner matter opening
+ hrs
Fee-earner capacity

Outcome: matters moved with less chasing, compliance steps were repeatable, diary interruptions reduced, and leadership could see bottlenecks early — then remove them.

How we structure engagements with law firms

Discovery, assessment, implementation, and continuous improvement — built for practices that want operations that are owned and improved.

1
Discovery call
Map intake, matter opening, admin load, and where fee-earners are being pulled into ops.
2
Workflow & governance review
Define stages, checklists, automation opportunities, and reporting that reflects reality.
3
Tailored recommendation
Clear plan: roles to embed, workflows to automate, governance model, timeline, expected outcomes.
4
Implementation & continuous improvement
Embed roles, deploy AEO, train, and iterate with KPI cadence (monthly/quarterly).

Support roles available

Remote-friendly roles trained on law-firm workflows. Use filters to explore roles.

Filter by role type:

Legal Intake Specialist
Enquiries, triage, booking, follow-ups, intake completeness
Conflict Checks & Matter Opening Coordinator
Conflict workflow, onboarding checklists, file setup discipline
Legal Operations Coordinator
Task routing, process ownership, WIP movement, metrics cadence
Document Production / Precedents Assistant
Precedent packs, templates, document assembly support
Onboarding & File Readiness Coordinator
Checklist enforcement, missing-doc follow-up, handover readiness
Automation & Workflow Specialist
Governed rollout, testing, change control, workflow QA
AI Ops Coordinator
Applied AI with governance, training, controlled adoption
Billing Cadence & Debtors Follow-up (Firm-side)
Billing routines, reminders, reporting rhythm
Diary & Scheduling Coordinator
Bookings, confirmations, reschedules, workload smoothing
File QA / Compliance Assistant
Audit trails, SOP use, file completeness checks
Want a role plan mapped to your workflow?
We map intake and delivery, then specify roles + outputs that remove bottlenecks.
Enquire now

Fast clarity, controlled implementation, then ongoing improvement.

If you want operations that are owned, maintained, and improved — start here.

Start with a discovery conversation where we map your intake and matter workflows, identify automation and staffing gaps, and outline a clear implementation path aligned to your practice priorities.

Let's talk
Where we operate

Sydney HQ with distributed teams across Australia.

Who we serve

Law firms and in-house teams seeking scalable operations without permanent headcount.

How we work

Embedded execution + governed automation with ongoing iteration and accountability.

Discovery

Map workflows, identify gaps, define scope.

Implementation

Embed roles, build automation, integrate systems.

Ongoing support

Weekly check-ins, KPI cadence, continuous optimisation.

Enquire

We'll be in touch within 24 hours with next steps.