Small firms

One firm.
Every matter moving.

Documents, conversations, decisions and next steps stay with the matter. Whoever picks it up sees the same context, follows the same process and knows what happens next.

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AWTC
All Files
RefreshNewUpload
NameDate ModifiedVisibility
Contract for sale of land (vendor’s).pdf
2h agoEveryone
Section 10.7 planning certificate.pdf
YesterdayEveryone
Cooling-off notice (signed).pdf
MonClient
Settlement figures.xlsx
TodayFirm only
Transfer of land.docx
TodayFirm only
Signed documents
TodayEveryone

One shared matter

Pick it up.Know where it stands.

The documents, messages, drafts, dates and decisions are already there. The principal, associate or paralegal can see what has happened, what comes next and what still needs attention.

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8/16 Selwick St

CDHW
All Files
RefreshNewUpload
NameDate ModifiedSizeVisibility
Contract of sale.docx
Yesterday142 KBEveryone
Vendor disclosure statement.pdf
2 days ago1.2 MBEveryone
Settlement figures.xlsx
Today24 KBClient
Signed documents
Today—Everyone
Building inspection report.pdf
3 days ago880 KBClient
Special conditions.docx
Today38 KBFirm only
Internal file notes.txt
Yesterday4 KBFirm only
Cooling-off notice.docx
4 days ago18 KBEveryone

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.

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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

Your way of working

How your firm works.Now everyone can follow it.

Turn your checklists, precedents and review methods into workflow agents. Donna follows the same steps, uses the same 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

Client continuity

The client reaches the firm.Not one inbox.

Messages, documents and instructions stay with the matter. The right person can pick them up with the full context, so the work does not wait on one person.

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8/16 Selwick Street, Bondi

AWTCRMHW
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One firm.
Every matter moving.

Bring your team, processes and client work into Donna.

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