Swissflow / Industries / Law firms and notaries

AI automation for law firms and notaries

Lawyers and notaries spend a lot of time on work they cannot bill: arranging appointments, requesting documents, checking deadlines and recording time. Swissflow takes over this groundwork, leaving more time for client matters.

Where time goes every day

Missing client documents

Contracts, extracts, ID documents or powers of attorney only arrive after several reminders. For a notarial deed, that delays the signing.

High-stakes deadlines

Procedural and appeal deadlines leave no room for error. Keeping track often depends on one person and one list.

Unbilled time

Short calls and emails are recorded late or not at all. Putting fee notes together takes yet more time.

What Swissflow takes over

Log matter enquiries

Enquiries by email or web form are structured, completed with the details needed and put forward with the information for your conflict check.

Benefit Faster replies to prospective clients.

Coordinate appointments

Swissflow arranges meetings and signing appointments, confirms them and reminds those attending.

Benefit Less coordination by phone.

Chase documents

Swissflow tracks which documents are still missing for a matter or deed and reminds clients and counterparties in good time.

Benefit Complete files and fewer postponed appointments.

Keep deadlines in view

Deadlines in rulings and correspondence are detected and proposed for your deadline diary, with reminders by your rules.

Benefit An extra safeguard that supports your diary, not a replacement for it.

Prepare correspondence

Standard letters, confirmations and replies to recurring questions are ready as drafts, with the details from the file.

Benefit Fewer routine letters written from scratch.

Time records and fee notes

From emails, appointments and documents, Swissflow suggests time entries, which are then compiled into a fee note.

Benefit Less forgotten time and faster billing.

What stays with you

Legal assessment, deadline control and every message to clients, courts or authorities remain your responsibility. Swissflow suggests and prepares. Before we start, we agree together how professional secrecy is safeguarded and where data is processed.

Your existing software stays

Swissflow is not another piece of software your team has to learn. We build AI agents around the tools you already use: email, calendar, spreadsheets, CRM and your industry software.

Where your software offers an interface or data access, we build on it. Where it does not, we tell you plainly in the first conversation what makes sense and what does not.

Frequently asked questions

Is this compatible with professional secrecy?

That depends on where and how data is processed. That is why we set the hosting, data categories and approval steps for each workflow before it works with real client data.

Does Swissflow take over our deadline control?

No. Swissflow detects deadlines and proposes them for entry. Deadline control, and the responsibility for it, stay with your firm.

Where is the best place to start?

Usually with appointments and chasing documents. These workflows need little access to confidential content and relieve the front office straight away.

Find out which workflow is worth automating first.

In a free initial conversation we review your workflows and tell you plainly what can be automated and what cannot. No upfront cost: you only pay once the automation delivers measurable value.