Bespoke

Solutions / Legal / Workflow Automation

Legal Tech Workflow Solutions

Automate repetitive administrative tasks, speed up matter intake, and keep your firm's cases moving forward with custom, secure AI software. Bespoke AI services small family-sized law firms and enterprise-grade legal departments alike.

See the demo

Interactive prototype

Legal tech workflows in action.

See how Bespoke AI automates outdated workflows via secure AI chatbots, agentic intake email parsing, and form automation.

Legal

AI intake console

An after-hours intake line that parses inbound messages, scores each matter, drafts a reply, and routes it to the right attorney.

What you’ll seeFollow a 24/7 AI phone line as each call becomes a case file with injuries, insurance, and an estimated case value.

Open demo

Please note that the above demo is not an out-of-the-box solution that Bespoke AI sells. It is merely meant to demonstrate our ability to make effective platforms. All solutions are tailored specifically for each client's unique needs.

Core capabilities & daily workflows

Streamline your firm's daily operations.

Attorneys and legal staff waste hours every week manually copying intake notes, re-keying client data into practice management software, and chasing down signatures. We build custom software that connects your existing tools and automates the tedious steps in your everyday practice.

Matters board Rules running: 14 · manual moves today: 0 Illustrative
Rule fired When engagement letter signed Then create matter in Clio · assign A. Chen · due in 3 days

Intake 0

Conflict check 0

Engagement signed 0

Active 0

Billing 0

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            When a prospective client submits your web form

            Then

            Intake & smart form automation software

            • Upgrade basic web forms into dynamic form automation software that collects client details, screens for conflicts, and creates new matters automatically.
            • Instantly convert client responses into structured files without asking your staff to copy and paste information by hand.

            When a matter moves to its next phase

            Then

            Matter tracking & task routing

            • Automatically assign tasks, set deadline reminders, and notify team members when a case moves to the next phase.
            • Keep paralegals, associates, and partners aligned on status updates without endless internal email chains.

            When a record changes in Clio, MyCase or Smokeball

            Then

            Seamless practice management integration

            • Connect your custom workflows directly to software like Clio, MyCase, or Smokeball.
            • Keep client records, documents, and billing notes synchronized across every system your firm relies on.

            When a client email or signed document arrives

            Then

            Instant document & email routing

            • Automatically file incoming client emails, attachments, and signed agreements into the correct matter folder.
            • Trigger immediate follow-up messages or draft replies for review the moment a new document arrives.

            Data security & confidentiality architecture

            Enterprise security and closed AI-loops.

            Protecting attorney-client privilege is essential. We build every tool with strict data privacy controls so your firm's sensitive information remains completely confidential.

            Closed AI-loops (zero public model training)

            • When you or your team enter client facts, notes, or strategy into the system, that data stays strictly inside your firm.
            • Your information is never shared, used to train public AI models, or exposed to third parties.

            SOC 2 compliant infrastructure

            • Built following industry-standard SOC 2 security principles to protect your firm against unauthorized access and data leaks.
            • Set granular access controls so staff members only see the files and matters relevant to their work.

            AWS cloud protection

            • Hosted on Amazon Web Services (AWS) using strong bank-level encryption (AES-256 at rest and TLS 1.3 in transit) to keep your files safe around the clock.
            • Bespoke AI will never own, nor attempt to claim ownership of, your firm's data.

            Bespoke vs. subscription

            Practice management shouldn’t cost more with every hire.

            Legal practice management platforms charge per user per month, with add-ons for automation, intake, and document management, so the bill climbs as your firm grows. Bespoke workflow automation is built once around how your matters move, with no per-seat licensing.

            Five-year cost of ownership Illustrative
            LaunchYr 1Yr 2Yr 3Yr 4Yr 5Cumulative cost Break-even What you keepno renewals,no seat fees Per-user practice software Bespoke build
            Per-user practice softwareBespoke build
            Per-user practice management fees climb as your firm grows. A bespoke build is a one-time investment plus predictable upkeep.
            • 01

              No per-user subscriptions

              Our pricing is market competitive, and we never charge per attorney, per paralegal, or per matter. Grow your team without growing your software bill. In the long run, bespoke wins.

            • 02

              Built around your matters

              A User Experience Designer is assigned to every project and works with your attorneys and staff to automate exactly the intake, deadline, and task workflows your firm runs.

            • 03

              Your firm owns it

              Matter data, workflows, and the source code belong to your firm. No vendor can raise prices, change terms, or retire a feature your practice relies on.

            • 04

              Support when deadlines hit

              We stay on after launch to handle support issues, add new workflows and features, and respond to emergencies when a court deadline can’t slip.

            • 05

              Branded for your firm

              Client portals, notifications, and intake forms carry your firm’s name and colors, so clients experience your brand at every step.

            Solutions / Legal / Workflow Automation

            Ready to upgrade your legal tech workflows?

            Partner with specialized software engineers and SMEs with legal backgrounds to design private, SOC 2 compliant solutions tailored to your firm's unique needs.

            Your next stepsAssigned to you · due this week

            Related legal services.

            1. Watch the intake console demo

              See agentic email parsing and form automation working end to end.

            2. Documentation automation

              Legal contract automation, clause mapping, and private RAG search across your precedent vault.

            3. Client relations management

              Bespoke CRM solutions that score leads, automate consultation follow-ups, and convert inquiries into signed matters.

            4. All legal solutions

              The full range of custom legal software Bespoke builds for firms and in-house legal departments.

            5. Book a working session

              Contact

            Regulated financial workflows in the same firm? See custom compliance software.