Growing firms

Grow the firm.
Keep the view.

More matters, more people and more handoffs, without losing sight of the work. Donna shows you what is moving, what is waiting and what needs attention across the firm.

Caldwell Partners · All matters
You
What’s on us this week?
Donna
Two matters need attention. The Rowe Street lease commences Friday with one item outstanding. Walsh has been waiting on client instructions for six days. The rest are moving.

Rowe Street retail lease

Commercial leasing · Commences Friday, one item outstanding

Commencing Fri

Walsh estate

Wills & estates · Waiting on client instructions

Awaiting client

Sondheim restructure

Commercial · Awaiting board minutes

Active

Across the firm

See what needs attention before it becomes a problem.

Ask Donna which matters are waiting, overdue or at risk. It answers from the work itself, with the underlying dates, tasks and documents ready when you need the detail.

Caldwell Partners · All matters
You
What’s on us this week?
Donna

The first pass

The work comes back ready for review.

Donna reads the documents, checks the law and prepares the first draft. Every finding is cited. Your team reviews the work before anything is sent or changed.

Explore Agents
Donna · 8/16 Selwick Street, Bondi
8/16 Selwick Street, Bondi
You
Review the contract and vendor disclosure for 8/16 Selwick Street and prepare a first-pass advice.
Donna

Here is how I will approach this.

Plan
  • Read the contract and vendor disclosure
  • Check the law on vendor disclosure
  • Prepare the first-pass advice
  • Cite every finding to its source
Ask Donna…
Files

Donna runs your matter

Donna does the work. You make the call.

On every matter, Donna does the reading, the research, the first drafts, and brings it back for your review. Every claim cited. It asks before it acts.

See every agent
8/16 Selwick Street, Bondi
You
Invite Hannah Whitfield to this matter as a client.
Donna
I'll open the invite and fill in the details. Nothing sends until you approve.

The firm’s way

Build it once.Run it across the firm.

Turn the firm’s checklists, precedents and review methods into workflow agents. Donna follows the same steps, uses the approved sources and produces the work the way your firm expects it.

Explore Workflow Agents
Create a workflow agentAutomate complex tasks with multiple steps

Contract review

Claire Donnelly

Commercial lease review

Foster & Webb

Pre-settlement checklist

Claire Donnelly

Due diligence report

Megan Baker

Draft

Retail lease disclosure

Foster & Webb

Cooling-off reminder

Claire Donnelly

New hires

Start with the context, not from zero.

New lawyers can see the matter history, the firm’s workflows, the sources being used and what happens next. The firm’s way of working no longer lives only in the heads of the people who were already there.

Donna · Caldwell Partners
Caldwell Partners · My matters
You
I just joined. Where do I start?
Donna
Three on you this week. Hayes is the urgent one: counter due Wednesday. Patel’s tracking court dates. Sondheim has four precedents queued.

Hayes employment claim

Unfair dismissal · Drafting

Sarah's first draft is attached. Counter to firm position due Wednesday.

Patel v Riverbend Holdings

Litigation · Active

James filed reply yesterday. You’re tracking court dates.

Sondheim restructure

Commercial · Active

Four firm precedents queued. Start with Park & Ko (2024).

Grow the firm.
Keep the view.

See the work, run the firm’s process and keep every matter moving from one place.