Lucas and Co Consultants
    Power Automate & Toca.IO Experts

    Robotic Process Automation

    We deploy intelligent automation that eliminates repetitive manual tasks across your firm. Using Microsoft Power Automate and Toca.IO, we build digital workflows that run 24/7 | reducing errors, accelerating processes and freeing your people for higher-value work.

    The Challenge

    Common problems law firms face:

    Staff spending hours on repetitive data entry between systems that don't integrate
    Manual document handling, renaming, filing and distribution consuming fee earner time
    Compliance and regulatory tasks completed manually with risk of human error
    No visibility over which processes are automated and which still rely on people
    Previous automation attempts failed because they weren't designed around how the firm actually works
    IT teams stretched too thin to build and maintain automation themselves

    The Risks of Getting It Wrong

    01Every hour spent on manual repetitive work is an hour not spent on billable or strategic activity
    02Manual processes introduce inconsistency and error | particularly in compliance-sensitive work
    03Without automation, scaling the firm means scaling headcount rather than efficiency
    04Poorly designed automation creates fragile processes that break when systems change
    05Delaying automation means competitors gain efficiency advantages that compound over time

    Our Structured Approach

    1
    Process discovery | identify and map the highest-impact manual processes across the firm
    2
    Platform selection | determine whether Power Automate, Toca.IO, or a combination delivers the best outcome
    3
    Automation design | build robust, maintainable automations with error handling and logging
    4
    Integration | connect automations to your existing systems including case management, email, document management and finance
    5
    Testing & deployment | structured UAT with real-world scenarios before go-live
    6
    Monitoring & optimisation | ongoing performance tracking, maintenance, and identification of new automation opportunities

    Commercial Outcomes

    Significant reduction in manual, repetitive administrative tasks
    Faster process completion with fewer errors and exceptions
    Staff freed to focus on client-facing and revenue-generating work
    Scalable operations without proportional headcount increases
    Clear visibility of automated processes through dashboards and logging
    A practical automation roadmap that delivers measurable ROI

    Frequently Asked Questions

    What's the difference between RPA and a standard integration?

    An integration connects two systems via an API. RPA mimics human actions (clicking, typing, copying data) to automate processes where no API exists. It's particularly useful for legacy systems.

    Why Power Automate and Toca.IO specifically?

    Power Automate is deeply embedded in the Microsoft ecosystem, making it ideal for firms already using Microsoft 365. Toca.IO excels at complex, multi-system automation where legacy platforms are involved. We recommend the right tool for each scenario.

    How quickly can we see results from RPA?

    Quick wins can often be delivered within weeks. More complex multi-system automations typically take 4–8 weeks from discovery to deployment.

    Will automation make our staff redundant?

    No. RPA removes the repetitive, low-value tasks that people don't want to do. It frees them to focus on client-facing, strategic and revenue-generating work.

    Ready to discuss your project?

    Book a 30-minute strategy call with Stephen Lucas.

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