Design the request
Agree the questions, required fields, conditional steps and people allowed to see the information. The intake should collect what is needed for the chosen workflow and explain what happens next.
HRNFTR / Services
Automating legal intake and document preparation
Turn repeated legal requests into structured intake, clear review routes and drafts prepared from approved templates.
Discuss your project →Who this is for
Automating legal intake and document preparation
For legal teams repeatedly collecting the same facts, chasing missing information and copying details into standard documents. Start with one frequent request and a template the team already trusts.
The work and what you receive
Prepare a reviewable draft
Map approved answers to an agreed template, including validation and clause-selection rules. Unusual answers or missing information should trigger review rather than silently produce an apparently finished document.
Connect and hand over
Agree how requests reach the responsible person, where drafts are stored and how status is recorded. Receive a tested workflow, configuration or source files within scope, and instructions for maintaining fields and templates.
Illustrative example
How we would approach it
Illustrative scenario: sales asks legal for the same type of agreement every week. A form could collect the counterparty and agreed terms, flag non-standard requests and generate a draft for approval. We would test missing fields, conflicting answers and template changes before release. This is a proposed pattern, not a client performance claim.
Working together
From the first conversation to delivery
Choose one repeatable request
Bring the current template, process and a few representative examples that can be shared for the project.
Agree rules and acceptance
Define outputs, review responsibilities, access, fees and test cases. Confirm which existing tools should be used.
Test, release and maintain
Review sample outputs, resolve exceptions and hand over a small working version. Agree ownership and any ongoing support.
Does document automation require generative AI?
No. Structured forms, approved templates and explicit rules can be enough. If an AI step would be useful, its role, data access, review requirements and failure handling should be agreed as part of the design.
Start with the problem
Show us the recurring friction.
A rough description is enough. We will suggest the smallest useful first step.