Legal & Compliance Automation

Automate your legal workflows. Keep your clients' data private.

flow8 connects your practice management system, document storage, and team tools โ€” automating matter management, document generation, and billing without exposing confidential client data.

The Legal Challenge

Fragmented Matter Management

Client matters span Clio, email, document storage, and billing โ€” no automation connects them. Data lives in silos, and your team manually synchronizes everything.

Strict Confidentiality Requirements

Client confidentiality rules out most cloud automation tools. Solicitor-client privilege means your workflows must stay on your infrastructure.

Administrative Bottlenecks

Paralegals spend hours on intake, billing, and document chasing that should be automatic. Every manual step adds cost and introduces errors.

Key Workflows for Legal Teams

Automate the matter-to-billing lifecycle with templates, routing, and intelligent routing

๐Ÿ“‹
Matter Intake Automation
New client inquiry โ†’ Conflict check โ†’ Matter creation in Clio โ†’ Team notification
Saves 4 hrs/week
๐Ÿ“„
Document Generation from Templates
Matter data โ†’ Template โ†’ Auto-populate fields โ†’ Client signature request
Saves 3 hrs/week
โœ…
Contract Review Routing
Incoming contract โ†’ OCR โ†’ AI analysis โ†’ Route to appropriate partner โ†’ Slack notification
Saves 5 hrs/week
๐Ÿ’ฐ
Billing & Time Entry Sync
Clio time entries โ†’ Extract & validate โ†’ Auto-generate invoice โ†’ QuickBooks sync
Saves 6 hrs/week
๐Ÿ’ฌ
Client Communication Tracking
Matter-related emails โ†’ Extract โ†’ Log to Clio โ†’ Flag deadlines โ†’ Set reminders
Saves 2 hrs/week
๐Ÿ“…
Deadline & Calendar Alerts
Statute of limitations โ†’ Auto-calendar โ†’ 30/14/7-day escalation โ†’ Team notifications
Risk mitigation

Built for Your Legal Stack

Seamless integrations with the tools your firm already uses

โš–๏ธ
Practice Management
Clio, MyCase, Smokeball
๐Ÿ“Š
Microsoft 365
Word, Outlook, SharePoint
๐Ÿงพ
Bexio
Billing & accounting
๐Ÿ“„
DocuSign / e-Sign
Electronic signatures
๐Ÿ—„๏ธ
DMS
iManage, NetDocuments
๐Ÿ’ฌ
Slack / Teams
Team notifications
๐Ÿ“ฆ
Any REST API
Universal HTTP connector

Compliance Built In

Legal automation demands strict compliance. flow8 is designed with data privacy and audit trails as core features, not afterthoughts.

Run entirely on your infrastructure, keep client data within your network, and maintain the immutable audit trail required for regulatory oversight.

Solicitor-Client Privilege
Preserve confidentiality
GDPR / nDSG-ready
EU & Swiss data residency
Immutable Audit Trail
Every action logged
Conflict Checks
Automated safeguards

Ready to Transform Your Legal Practice?

Book a demo with a legal automation specialist. We'll show you how your firm can save 20+ hours per week while strengthening compliance.

Book a demo โ†’