CRM and automation for legal.
Updated
Where does a law firm leak money?
The deadline that lived in one lawyer’s calendar.
A filing date, a limitation period, a hearing — known to one person. They fall ill, the date passes. We put every deadline on the matter with automatic escalation, so the firm never rides on a single memory.
The same document, retyped for the fourth time.
Engagement letters, powers of attorney, standard motions — re-keyed each time, with the typos that brings. We build templates that pull from the matter record and generate in one click.
The client who had to chase for a status.
“Where is my case?” — a question that costs a partner twenty minutes and the client some trust. We give a structured matter status, and proactive updates fire at milestones.
Conflicts and confidentiality on the honour system.
Who can see which matter — tracked in heads and habits. We set role-based access on the matter and contact, with an audit log on every view.
What does an Auspex legal rollout look like?
- 01
Map the matter lifecycle.
Two days with partners and paralegals. Intake → conflict check → engagement → work → billing → close. We document it, usually for the first time.
- 02
Build matter pipelines.
Practice-area funnels with required fields, deadlines, responsible lawyers and stage gates. The matter, not the inbox, becomes the unit of work.
- 03
Automate documents.
Templates that merge client and matter data — engagement letters, PoAs, standard filings — generated in one click, versioned, stored on the matter.
- 04
Wire deadlines and billing.
A deadline calendar with escalation, time capture on the matter, billing prep from logged work. Less leakage, fewer missed dates.
- 05
Coordinate the matter team.
Drafting, reviews and filing handoffs between lawyers and paralegals become tasks on the matter, with deadlines and an internal thread per matter — so nothing waits unseen in someone’s inbox.
What do legal clients typically see?
Which systems do we build on?
- Bitrix24 (CRM + tasks + telephony)
- Matter pipelines per practice area
- Document templates & generation (PoAs, engagement letters, filings)
- Deadline calendar with escalation
- Role-based access + audit logs (confidentiality)
- Task management + internal chat (matter-team coordination)
Legal work is deadline-and-document work wrapped around expertise. The firm that never misses a date and never retypes a letter bills its hours to law instead of admin. We do not replace your legal judgement — we make sure nothing falls through while you exercise it.
Let's map what this means for your business — in a free 30-minute audit.
Book a free audit →Frequently asked
01 Is client data kept confidential and access controlled?
Yes. Role-based access on every matter and contact, audit logs on each view, EU hosting with a DPA. Confidentiality stops being a matter of trust and becomes a matter of configuration.
02 Can you generate our standard documents automatically?
Yes — engagement letters, powers of attorney, standard motions and the like. Templates merge client and matter data and generate in one click, versioned and stored on the matter.
03 Do you handle deadline and limitation tracking?
Yes. Every deadline lives on the matter with automatic reminders and escalation, so a critical date never depends on one person’s calendar.
04 We are a small firm — is this overkill?
No. We start with the two things that hurt most — deadlines and documents — and grow from there. A small firm reaches go-live in 2–4 weeks without a heavy rollout.