Monthly Retainer Service

    Your on-demand
    legal technology
    team

    Bring us the problem. We'll design the automation.

    The Legal Tech Team is a monthly retainer that gives your firm direct access to experienced legal technology specialists. Instead of struggling to solve problems internally or commissioning separate projects, your team has somewhere to go when a legal tech challenge needs answering.

    How It Works

    A Simpler Way to Solve Legal Tech Problems

    For a fixed monthly fee your firm can bring us problems, inefficiencies or ideas across your legal technology stack and we will help design and implement the right solution. Think of it as having your own legal tech team without needing to hire additional internal resource.

    We work across the systems commonly used within modern law firms including Proclaim, Actionstep, Microsoft Power Automate, Toca workflow automation and robotic process automation (RPA). Whether the challenge is improving case workflows, automating repetitive tasks, connecting systems together or improving reporting, we help identify and deliver practical improvements.

    Legal Tech Consulting

    Systems We Support

    The Legal Tech Team brings these capabilities together to solve problems across your firm's entire legal technology stack.

    Law Firm Automation

    Examples of Problems We Solve

    These are the types of challenges law firms bring to us every month. If any sound familiar, the Legal Tech Team can help.

    Our Proclaim workflows are slow and need redesigning
    We know this process should be automated but don't know how
    Staff are manually moving data between systems
    We want to connect two systems together
    Our reporting is poor and management cannot see what is happening
    We want dashboards showing performance across the firm
    Our Actionstep system is not configured properly
    Too many tasks rely on fee earners remembering what to do
    We want to automate emails, documents or case updates
    We need help turning an automation idea into something real

    Continuous Improvement

    How the Legal Tech Team Works

    Submit

    Your team submits problems, automation ideas or reporting requests into your shared improvement backlog.

    Prioritise

    We review them with you, prioritising the items that deliver the greatest operational benefit.

    Deliver

    We design and implement the improvements across your systems.

    This approach allows firms to continuously improve their technology without needing to commission separate projects each time a problem arises.

    Legal Tech Reporting

    Reporting and Management Information

    Many firms struggle to get meaningful management information from their systems. We can review how data is captured, improve reporting within your systems and build dashboards using tools such as Power BI so leadership teams have clearer insight into operational and financial performance.

    Improving data capture within your existing systems
    Building better internal reports
    Creating management dashboards
    Giving leadership teams clearer operational and financial insight

    Pricing

    Choose the Right Plan for Your Firm

    Predictable monthly pricing that scales with your ambition.

    Starter

    Firms beginning to automate and improve systems

    £2,500

    per month

    • Access to the Legal Tech Team
    • Monthly backlog review
    • Up to 2 automation or improvement tasks per month
    • Advisory support across Proclaim, Actionstep, Power Automate, Toca and RPA
    • Reporting and management information guidance
    Get Started
    Most Popular

    Growth

    Firms actively improving workflows, automation and reporting

    £5,000

    per month

    • Everything in Starter plus:
    • Up to 5 automation or improvement tasks per month
    • Priority delivery
    • Integration and automation design
    • Reporting and dashboard development
    Get Started

    Transformation

    Firms treating legal technology as a strategic capability

    £8,500

    per month

    • Everything in Growth plus:
    • Continuous automation development
    • Larger workflow redesigns
    • Cross-system automation
    • Advanced reporting and dashboards
    • Strategic legal technology advisory
    Get Started

    What Counts as a Task

    Task Definition

    An improvement or automation task is defined as a discrete change, workflow improvement, integration, automation or reporting enhancement that can normally be designed and delivered within a few days of development work.

    Examples include workflow improvements, document automation changes, reporting improvements, integrations between systems or smaller automation deployments.

    Where a request represents a larger development project, system redesign or complex automation, the work can either be broken into multiple tasks delivered over several months or scoped and quoted separately as a project. This ensures the service remains predictable and prevents a single request from consuming the full capacity of the Legal Tech Team.

    Getting Started

    Automation Launch

    Firms starting the service can optionally begin with an Automation Launch package to identify the quickest improvements that can be delivered through the Legal Tech Team retainer.

    Automation Launch

    One-off package to kick-start your automation journey

    £6,000

    one-off

    Legal technology stack review
    Automation opportunity assessment
    Reporting and management information review
    Prioritised automation roadmap
    Book an Automation Launch

    Legal Workflow Automation

    Why Firms Use the Legal Tech Team

    Access to experienced legal tech specialists
    Continuous improvement instead of one-off projects
    Automation across multiple platforms
    Better reporting and visibility
    A single place to solve legal tech problems

    Talk to Us About the Legal Tech Team

    The aim of the Legal Tech Team is simple. When your firm has a legal technology problem, an automation idea or a reporting challenge, you have a team you can go to that understands legal systems and can turn those ideas into working solutions.

    Book a call to discuss how the Legal Tech Team can support your firm.

    Get in Touch