Legal Operations
AI Legal Operations Assistant
Routine legal-ops coordination, matter tracking and vendor questions get handled inside the approval rules you set.
Lawyers lose hours to questions that are not really legal work: where is this matter, has that invoice been checked, when is the next deadline. AI Legal Operations Assistant handles those routine requests and coordination tasks inside the approval rules you set, using your approved information and your systems. Anything outside the rules goes to a person, and it never gives legal advice.
- Matter status questions answered without pulling in a lawyer
- Vendor and billing checks handled inside your approval rules
- Deadlines tracked and exceptions passed to the right person
$5,900
20–30 working days
Optional maintenance $295/mo
What it is
AI Legal Operations Assistant handles routine internal requests, matter status checks, vendor and outside-counsel coordination and billing questions, taking action inside the approval rules you set and escalating anything outside them. It answers only from your approved information and never gives legal advice or makes legal decisions.
Why businesses buy it
Every status check, vendor query and billing question that lands on a lawyer costs time that should go to legal work. In a busy legal team those interruptions add up, and coordination tasks quietly slip. This build takes the routine coordination off your lawyers' desks while keeping every decision inside rules you approve. It is tested against real scenarios before launch. The Scope Card lists the channel, systems and workflows in writing, so you know exactly what it can do on its own and what it must escalate.
Problems this solves
Lawyers field matter status questions that pull them off billable work
The assistant answers routine internal requests, such as matter status checks, from your approved information. It works through one agreed channel with read and write access to up to two systems.
Coordinating with outside counsel and vendors drags on by email
Up to six workflows handle routine vendor and outside-counsel coordination within your approval rules. Anything outside those rules is escalated to a named person. Matters keep moving.
Billing questions bounce between legal and finance
Routine billing questions are answered from your approved information. The assistant never gives legal advice or makes legal decisions, so it stays on operational ground.
Routine requests get handled differently depending on who answers
Each workflow follows the approval rules you set, tested against 50 documented scenarios. Requests are handled the same way each time, with exceptions passed to a person.
A good fit if
Your team asks the same kinds of internal questions repeatedly, such as a matter's status, an invoice from outside counsel or where a vendor contract stands.
You can define approval rules for the actions it should take on its own, and which ones always need a named person to sign off.
You want it reading and writing to up to two of your systems, such as your matter management platform and your billing or CRM tool, not just reading.
You want up to six workflows covering the routine coordination that currently eats into billable or fee-earner time.
Not the right fit if
You only need new matters captured at the very first step, not ongoing coordination afterward. See AI Legal Intake.
You mainly need incoming documents sorted and filed, not internal requests handled. See AI Legal Document Classification.
You need external case law or regulatory research delivered as a brief, not internal task coordination. See AI Legal Research Workflow.
You need more than six workflows or more than two connected systems with write access. Add a note at checkout and we quote it, or start from our Custom AI enquiry form.
How it works
- A team member sends a request through the channel you chose, such as checking the status of a lease matter or whether outside counsel's invoice for last month has been logged.
- Legal Operations Assistant checks your matter management and billing systems, both connected with read and write access, and answers directly when the request fits your approval rules.
- Routine coordination runs across up to six workflows, such as nudging outside counsel for an update, logging a vendor invoice for review, or drafting a status note for a partner.
- Any action that needs a person's judgment, such as approving a spend above your limit or responding to a sensitive vendor dispute, is routed to the approver you named instead of actioned automatically.
- Every action taken is logged back into your systems, so there's a record of what the Assistant did and what a person approved.
- We test it against 50 documented scenarios drawn from real conversations or emails you provide, before it goes live.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Your business information (company basics, hours and brand voice), shared during intake, or confirmation we can reuse what you gave us on an earlier order.
- Admin or API access to the connected systems, with sandbox or test records if you have them.
- Your rules and playbook, such as approval limits, escalation criteria and how vendor or billing questions should be handled.
- 10 real sample conversations or emails so workflows are tuned on how requests actually arrive.
- The name of the approver for any action that needs a person's sign-off.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker who can approve the workflow rules and sign off at launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, approval rules and playbook confirmed.
Weeks 1–2
The six workflows and approval logic built.
Week 3
Connected systems linked with read and write access.
Weeks 3–4
50 documented test scenarios run and reviewed with you.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $5,900 |
| Express | 15–25 working days | $6,800 |
| Rush | 10–20 working days | $7,650 |
What you receive at handover
- The AI Legal Operations Assistant, configured and deployed in one channel
- Up to six workflows with your approval rules, covering status checks, coordination and billing questions
- Connections to up to two systems with read and write access
- Your approved information loaded, up to 100 documents
- A test report covering 50 documented scenarios, plus an admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can give lawyers back time spent on routine status and billing questions
- Helps outside counsel and vendor coordination move faster
- Makes routine requests more consistent in how they are handled
- Requests handled without a lawyer
- Count resolved and escalated requests in the assistant's log each month after launch.
- Lawyer time on routine requests
- Ask lawyers to log routine request time for two weeks before launch, then repeat a month after.
- Time to answer a status query
- Compare request and reply times for a sample before launch with the assistant's log after.
Before you start: Ask lawyers to log time spent on routine status, coordination and billing questions for two weeks.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running AI Legal Operations Assistant afterwards costs roughly $50–250/month for AI model usage and hosting, plus whatever you already pay for your CRM or helpdesk plan, billed directly in your own accounts.
AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
We recommend monthly maintenance: monitoring, fixes, and monthly change hours, which cover an adjusted approval rule, a new coordination step or an updated playbook. Maintenance starts after the 30 days of support, bills monthly, and can be cancelled any month.
$295/mo (5% of the build price a month, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A legal-ops platform bills per seat whether the team uses every module or not | A legal-ops consultant quotes a retainer after discovery | Ours is one fixed price, shown on this page before you buy |
| Scope | A legal-ops platform is a general toolkit you configure workflows in yourself | Scope is agreed during the engagement | Ours is written on the Scope Card before purchase |
| Approvals | A legal-ops platform ships default permissions you have to rebuild for your rules | Approval logic depends on what was scoped | Ours follows the approval rules and playbook you gave us |
| Delivery | Sign-up is instant, configuring workflows well takes far longer | Typically several weeks before work even begins | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
How much does AI Legal Operations Assistant cost?
The build is a one-time fixed price, shown in the price panel on this page next to each delivery speed, and it is confirmed with your Scope Card. It covers the six workflows, your approval rules, read and write connections to two systems, your knowledge documents and the scenario testing run before launch. There is no charge from us per request afterwards.
How is AI Legal Operations Assistant different from AI Legal Intake?
Legal Operations Assistant works after a matter already exists, coordinating ongoing tasks like vendor questions, billing checks and status updates across up to six workflows with read and write access. Legal Intake handles only the first step, capturing and structuring a new matter or client request before it's opened. The two can run together, with Intake handing new matters on.
Does AI Legal Operations Assistant make legal decisions on a matter?
No. It coordinates routine tasks, status checks and vendor or billing questions inside the approval rules you set, and escalates anything outside them to the approver you named. It does not exercise legal judgment or decide matter strategy, and any action affecting a matter's substance stays with a qualified person.
How much does AI Legal Operations Assistant cost to run each month?
Roughly $50 to $250 a month in your own accounts for AI model usage and hosting, plus whatever you already pay for your matter system, CRM or helpdesk plan. The figure rises with how many requests the assistant handles. We charge nothing per request, and monthly maintenance is optional if you want rules or workflows adjusted for you.
How long does AI Legal Operations Assistant take to launch?
The delivery time is fixed before you buy and shown in the delivery panel on this page, with faster speeds where offered. It starts once your workflows, approval rules and system access are agreed. Most of the build goes into building the six workflows and testing them against real scenarios, such as status checks and invoice queries, before your review rounds.
What access does AI Legal Operations Assistant need to our systems?
It needs admin or API access, with read and write permission, to up to two systems such as your matter management and billing platforms, shared by adding our team as a user or creating a key you control, never by email. You also provide your approval rules, your playbook and 10 real sample conversations or emails.
Can I add a seventh workflow to AI Legal Operations Assistant later?
Small adjustments to an existing workflow or approval rule fit inside the monthly change hours that come with maintenance. A seventh workflow beyond the six in scope, or a third connected system, is a bigger change and gets a written Change Quote first.
Can I cancel the AI Legal Operations Assistant maintenance?
Yes. Maintenance bills monthly and can be cancelled for any month going forward, with no long-term contract attached. The assistant keeps running in your own accounts after you cancel, with its workflows and rules intact. New workflows, rule changes or system updates would then be made by your team using the admin guide, or ordered when you need them.
Stop letting routine coordination eat fee-earner time.
Order AI Legal Operations Assistant and routine matter, vendor and billing coordination runs inside your approval rules on a fixed delivery date. The scope above is what you get, in writing, before you pay.
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AI Legal Intake
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