Map the intake
Lay out every stage from first contact to signed client, and where work waits.
Law firms
AI automation for law firms, with a lawyer still signing off.
AI automation for law firms means using software to handle the repetitive parts of legal work, such as intake, document review and precedent research, while lawyers keep every decision. Flowmoat builds intake workflows, RAG research assistants with citations, and document pipelines that fit how a firm already works.
Sound familiar?
The problems this solves
Leads go cold between the first call and the signed engagement letter.
Associates spend hours searching past matters for the right precedent.
Generic AI tools invent case law, so nobody trusts them.
Client documents can't leave the firm's systems.
How it works
From first call to working system
Automate handoffs
Conflict checks, reminders and document requests run without manual chasing.
Research assistant
A RAG assistant over your precedent library that cites the exact paragraph.
Lawyer review
Nothing reaches a client without a lawyer checking it.
Related reading
Before you decide
How to add AI to your existing CRM or ERP without replacing it
The vendor wants you on their new AI tier. You do not need it. Four patterns for adding AI to the system you already have.
Why most AI pilots never reach production
The pilot impressed everyone in the room. Then it stalled for six months. The reasons are boringly consistent, and all five are avoidable.
Want proof we ship? See products we built and operate
FAQ
Common questions
Systems can run in your own cloud or servers, with access controls and audit logs. Documents are never used to train public models.
It only answers from your own library and links to the source paragraph. If it can't find a source, it says so.
Usually yes, through its API or through n8n. We check this on the first call.