Proxima Legal files every document automatically and never misses a billing trigger.
Automated document classification, matter routing, and billing event detection. Associates spend their time on client work, not on sorting inboxes and chasing billing entries.
Associates were spending Friday afternoons on admin. Billing events were slipping through.
Proxima Legal received hundreds of documents a week across email, client portals, and scanned post. Every document needed to be opened, identified, filed in the right matter folder, and, if it triggered a billable event, entered into the practice management system. The admin team handled it manually. Billing entries were missed, documents landed in the wrong matters, and associates had no visibility until they went looking.
A pipeline that reads, classifies, files, and bills, without anyone touching it.
Every inbound document processed the moment it arrives. Associates notified with context, not raw attachments. Billing entries drafted before the end of the working day, not at month-end when memory has faded.
Inbound document flow mapped
Every document type arriving by email, portal, and scan was catalogued, court filings, client correspondence, invoices, signed agreements, along with where each needed to land.
Classification model configured
n8n workflow uses an LLM classification step to identify document type and extract matter reference, client name, and urgency from the content, no human sorting required.
Routing rules built
Classified documents filed automatically into the correct matter folder in the DMS and the responsible associate notified via Teams with a context summary.
Billing triggers wired in
Key events, signed agreements, court submissions, milestone completions, detected and a draft billing entry created in the practice management system automatically.
Exceptions escalated with context
Low-confidence classifications and unrecognised document types routed to the admin team with the extracted content and suggested classification attached.
Live in 10 days
First pipeline live within 10 days. Full document routing and billing automation running across all practice areas within 3 weeks of kick-off.
Admin is automated. Billing is complete. Associates are billing more hours.
Admin time recovered
Across the admin team, document sorting, manual filing, and billing entry creation eliminated entirely.
Missed billing triggers
Every billable event now detected and drafted automatically. Month-end billing reviews went from 4 hours to 45 minutes.
Auto-classification rate
Of all inbound documents classified and filed correctly without human review in the first month.
Days to first pipeline
Document routing live within 10 days. Full billing automation running within 3 weeks of kick-off.
The smallest stack that solved the problem.
Your most repetitive task
runs itself.
30-minute call. We'll map your highest-cost manual flow and scope what it takes to automate it, free, no deck.