AI for law firms: 102 Claude use cases

A second read before it goes out

Your work read as the other side would, before the other side does.

10 use cases

Highest value

Attacking your argument as the other side would

Reads your draft as the opposing solicitor would, and sets out the strongest attack on it, the weak steps in the reasoning and the evidence it relies on that is not yet on the file.

ProjectSkillCase managementFile storage

By hand1 hr 30

With Claude15 min

ProjectSkillCase managementFile storage

You give itYour draft, the key documents and the other side's last letter.

You get backThe three or four points the other side is most likely to run, where your argument relies on an assumption rather than a document, the facts that cut against you, and how a sceptical judge might read the whole thing.

You stillDecide what to change. It does not research the law or write your argument. It attacks the one you wrote, so you find the hole before the other side does.

Highest value

Testing your client's position before the FDR

Reads your position statement and the schedule of assets as the other party's solicitor and the FDR judge would, before the hearing rather than at it.

ProjectSkillCase managementFile storage

By hand1 hr

With Claude10 min

ProjectSkillCase managementFile storage

You give itYour draft position statement, the asset schedule and both Form Es.

You get backThe figures the other side will challenge, the assumptions about housing need or pensions that are not yet supported by evidence, and the questions the judge is likely to ask in the first ten minutes.

You stillAdvise your client on what to accept. Only you know how far they will move, and only you can prepare them for the room.

Testing a letter before claim before you send it

Reads your letter before claim against the Practice Direction on Pre-Action Conduct and the documents, and lists what the recipient will say is missing or wrong.

SkillCase managementFile storage

By hand45 min

With Claude8 min

SkillCase managementFile storage

You give itYour draft letter and the core documents.

You get backGaps against what the practice direction expects the letter to contain, any figure or date that does not match the documents, and the response you should expect on each point.

You stillDecide the strategy and sign the letter. It checks the letter you wrote against the file. The legal assessment stays with you.

Highest value

Checking the report on title against the file

Reads your report on title alongside the title, the searches, the replies to enquiries, the lease and the management pack, and lists anything found in the papers that the report does not mention.

ProjectSkillCase managementSearch provider

By hand40 min

With Claude7 min

ProjectSkillCase managementSearch provider

You give itThe draft report and the documents it is based on.

You get backA list of every adverse entry, restriction, covenant, service charge point or unanswered enquiry, marked as covered in the report or not covered, with the page it came from.

You stillDecide what the client needs to be told and how. The second read finds the gap. Advising on it is your job.

Reading the seller's forms against the title

Compares the seller's property information form and the fittings and contents form with the title, the plan and the agent's particulars before the contract pack goes out.

SkillCase managementFile storage

By hand30 min

With Claude5 min

SkillCase managementFile storage

You give itThe completed forms, the official copies and the agent's particulars.

You get backAnswers that contradict the title or each other, such as a boundary the seller says they maintain that the plan shows otherwise, extensions with no planning documents on file, and questions left blank.

You stillGo back to the seller on each point. The forms are their answers, and the Law Society's own research found conveyancers treat a solicitor check before issue as a necessary safeguard.

Highest value

Checking the draft will against the instructions

Reads the draft will against your attendance note of instructions and the client's questionnaire, line by line.

SkillCase managementFile storage

By hand30 min

With Claude5 min

SkillCase managementFile storage

You give itThe attendance note, the questionnaire and the draft will.

You get backEvery instruction marked as reflected in the draft or not, names spelled differently in different places, gifts that could lapse with no substitute, and assets in the questionnaire the will does not deal with.

You stillDecide whether the draft carries out what the client wants. Will drafting complaints to the Legal Ombudsman rose 47% in 2025/26.

Checking estate accounts before beneficiaries see them

Traces every figure in the draft estate accounts back to the ledger and the asset schedule, and checks the distribution against the shares in the will.

ProjectSkillLegal accountsSpreadsheet

By hand1 hr

With Claude10 min

ProjectSkillLegal accountsSpreadsheet

You give itThe draft accounts, the client ledger, the asset schedule and the will.

You get backReceipts and payments that do not trace to the ledger, totals that do not reconcile, and any distribution that differs from what the will says each beneficiary should receive.

You stillApprove the accounts and explain them to the executors. Apportionment and tax judgements stay with you.

A second read of a lease report

Reads your lease report against the lease itself and the agreed heads of terms.

SkillCase managementFile storage

By hand40 min

With Claude7 min

SkillCase managementFile storage

You give itThe lease, the heads of terms and your draft report.

You get backWhere the report's summary of rent review, break, repair, alienation or service charge differs from the clause it describes, and any agreed head of terms that never made it into the lease.

You stillAdvise the client on what matters. A report that summarises a clause wrongly is the error the client remembers.

Finding what the other side will push on in a contract

Reads your draft contract from the counterparty's side and lists the clauses they are most likely to mark up.

SkillFile storage

By hand45 min

With Claude8 min

SkillFile storage

You give itYour draft and a note of your client's commercial position.

You get backThe clauses most likely to come back, why the counterparty will want them changed, and where your client's own instructions are not yet reflected in the draft.

You stillDecide where to hold and where to give. That depends on the deal and the client, which only you know.

A second read of an advice letter

Reads your advice letter against the client's questions and the file, before it goes.

SkillCase managementEmail

By hand20 min

With Claude4 min

SkillCase managementEmail

You give itThe client's instructions or questions, the relevant documents and your draft.

You get backAny question the letter does not answer, figures or dates that differ from the documents, deadlines and next steps that are not stated, and the paragraphs a lay client is likely to misread.

You stillSign the advice. It reads your letter. It does not write the advice or tell you whether it is right.

Checking citations, facts and dates

Every authority and date in a draft, listed for a person to check.

4 use cases

Highest value

Listing every authority in a draft for checking

Pulls out every case, statute and rule your draft cites, with the proposition it is cited for, so a person can check each one against an authoritative source before filing.

SkillFile storage

By hand40 min

With Claude6 min

SkillFile storage

You give itYour draft.

You get backA checking schedule with each citation, the point it supports and a column for the person checking to confirm it exists, says what the draft claims and is still good law.

You stillCheck every one yourself, in a proper legal database. In June 2025 the High Court dealt with a case where 18 cited authorities did not exist. This makes the check fast. It is not the check.

Checking the dates in a draft against the documents

Checks every date, sum and name in a draft against the documents on the file.

ProjectSkillCase managementFile storage

By hand45 min

With Claude7 min

ProjectSkillCase managementFile storage

You give itYour draft and the documents it refers to.

You get backEach date, figure and name marked as matching a document, contradicted by one, or not found anywhere on the file, with the document reference.

You stillResolve the differences. Where the documents disagree with each other, that is a question for the client.

Checking a witness statement against the file

Reads a witness statement you have prepared with the witness against their earlier accounts, the attendance notes and the documents.

ProjectSkillCase managementFile storage

By hand1 hr

With Claude10 min

ProjectSkillCase managementFile storage

You give itThe draft statement, attendance notes of the witness's account and the documents they mention.

You get backInconsistencies with earlier accounts or documents, documents referred to but not listed, and passages that read as argument rather than evidence.

You stillTake every point back to the witness. It does not write or rephrase their evidence, and the Civil Justice Council has consulted on a declaration that AI was not used to do so.

Checking every bundle reference in a skeleton

Checks each page reference in a skeleton argument or witness statement against the final bundle.

SkillFile storage

By hand40 min

With Claude6 min

SkillFile storage

You give itThe skeleton or statement and the paginated bundle.

You get backEvery reference that points to the wrong page, a document missing from the bundle, and passages quoted from a document that do not match its wording.

You stillCorrect the references and approve the final version.

Supervision and file review

Seeing enough of everyone's work, including the partners' own.

5 use cases

Highest time

Pre-checking files before the monthly file review

Works through a file against your review checklist before the supervisor opens it.

CoworkSkillCase management

By hand30 min

With Claude5 min

CoworkSkillCase management

You give itThe file and your firm's file review checklist.

You get backEach checklist item marked as evidenced or missing, such as the client care letter, the risk assessment, the conflict check, attendance notes, costs updates and undertakings, with where each was found.

You stillReview the substance. The SRA's own review of probate firms found supervision evidenced on only 9 of 30 fee earners' files.

Highest value

A review of the files nobody reviews

Gives the senior people's own files the same structured second read everyone else's get.

CoworkSkillCase management

By hand45 min

With Claude8 min

CoworkSkillCase management

You give itA sample of a partner's or head of department's files and the checklist.

You get backThe same review as any other fee earner's, with the gaps listed, so the partner who reviews it has something to work from.

You stillHave another partner read it. In the SRA's probate review, 12 of 25 heads of department or sole practitioners had no oversight of their own work at all.

Highest value

Checking key dates across every live file

Reads every live file for the dates that matter and checks each one is in the diary.

Scheduled taskConnectorCase managementCalendar

By hand1 hr

With Claude8 min

Scheduled taskConnectorCase managementCalendar

You give itRead access to your case management system and the firm's diary.

You get backLimitation dates, court and tribunal deadlines, priority search expiry, the 14 day stamp duty deadline and the 21 day wait after an inheritance tax account, each with its file and whether it is diarised.

You stillOwn the diary. A missed date is a negligence claim, so the check runs every week rather than when someone remembers.

Keeping the undertakings register up to date

Finds undertakings given in letters and emails and checks each one is on the register and has been discharged.

Scheduled taskConnectorEmailCase management

By hand30 min

With Claude5 min

Scheduled taskConnectorEmailCase management

You give itYour outgoing correspondence and the undertakings register.

You get backUndertakings found in correspondence but missing from the register, open ones past the date they were due, and the file each belongs to.

You stillDischarge them. An undertaking is personal, and the register only protects you if it is complete.

Checking a junior's draft before you read it

Reads a trainee's or paralegal's draft against the file and your house style before it reaches you.

SkillCase management

By hand20 min

With Claude4 min

SkillCase management

You give itThe draft and the file.

You get backErrors of fact against the documents, missing enclosures, wrong names and references, and the questions you would have asked, so your read can go on the judgement.

You stillGive the feedback. Supervision is how a junior learns, and that conversation stays with you.

Keeping clients informed

The update sent before the client has to ask for it.

7 use cases

Highest time

An update on every live file, every week

Drafts a short update for each client from what has happened on their file since the last one, including the weeks when nothing has.

CoworkScheduled taskCase managementEmail

By hand2 hrs

With Claude15 min

CoworkScheduled taskCase managementEmail

You give itRead access to your case management system and the file notes.

You get backA draft update per client in plain English, saying what has happened, what is waited on and from whom, and what happens next, ready for you to approve and send.

You stillApprove each one. Poor communication and delay make up 46% of complaint types to the Legal Ombudsman, and most of those complaints start with a silence.

Highest time

Answering the agent's chaser

Answers the routine where are we emails from agents, brokers and the other solicitors in the chain from the file, so you only see the ones that need you.

CoworkConnectorEmailCase management

By hand1 hr

With Claude8 min

CoworkConnectorEmailCase management

You give itYour inbox and read access to the case management system.

You get backA draft reply to each chaser with the current position from the file, such as searches back, enquiries raised or mortgage offer received, and the ones that need a decision set aside.

You stillSend them. Some lender panels expect an update every five working days, and the agent will tell your client if you go quiet.

Telling the client what happens after completion

Writes the letter that explains what happens between completion and registration, and when the client will next hear.

SkillCase management

By hand15 min

With Claude2 min

SkillCase management

You give itThe completion date and the Land Registry's current published timescales.

You get backA letter setting out the stamp duty return, the registration application, the Land Registry's current estimate of nine to eleven months, and what a requisition would mean.

You stillSend it. The Legal Ombudsman says that during registration there is often nothing to tell the client, and silence is what gets complained about.

Highest value

Updating executors and beneficiaries

Writes a progress update for the executors, and a shorter one for beneficiaries, from the asset schedule and the correspondence.

SkillConnectorCase managementLegal accounts

By hand45 min

With Claude7 min

SkillConnectorCase managementLegal accounts

You give itThe asset schedule, the ledger and recent correspondence.

You get backWhat has been collected, what is outstanding and from whom, costs incurred to date against the estimate, and when an interim distribution might be possible.

You stillApprove and send. The SRA's probate review found beneficiaries were rarely told about interim costs, and grieving clients notice.

Telling the client the costs have moved

Spots files where time or work has run past the estimate in the client care letter, and drafts the letter telling the client.

Scheduled taskConnectorCase managementLegal accounts

By hand20 min

With Claude4 min

Scheduled taskConnectorCase managementLegal accounts

You give itThe client care letter and the time and work recorded on the file.

You get backA list of files over or near their estimate, and for each one a draft letter explaining what changed and the revised figure.

You stillDecide the new figure and whether to write anything off. Being charged more than the quote without warning is a recurring Ombudsman complaint.

Sorting the client's overnight messages

Reads the messages a client has sent overnight and sorts out what needs advice, what needs an answer from the file and what needs a phone call.

CoworkConnectorEmail

By hand40 min

With Claude6 min

CoworkConnectorEmail

You give itYour inbox.

You get backThe messages grouped by what they need, a factual reply drafted where the answer is on the file, and the ones that sound like distress flagged at the top.

You stillMake the call to the client who needs one. Tone in a family matter is a judgement, and the reply goes out in your name.

Matter reports to business clients

Writes the monthly report a business client expects across all of its matters with the firm.

Scheduled taskConnectorCase managementLegal accounts

By hand45 min

With Claude6 min

Scheduled taskConnectorCase managementLegal accounts

You give itRead access to the client's matters, time and correspondence.

You get backOne report per client with the status of each matter, decisions needed from them, spend against budget and dates coming up.

You stillAdd the advice. The report says where things are. What the client should do about it is your call.

Enquiries, quotes and new matters

From the first enquiry to the client care letter.

4 use cases

Quoting from your published prices

Builds a quote from your published price page and the details of the enquiry.

SkillQuoting toolEmail

By hand20 min

With Claude3 min

SkillQuoting toolEmail

You give itThe enquiry and your price list.

You get backA quote showing the legal fee, VAT and the likely disbursements, with the key stages and timescale, and any supplement that applies, such as leasehold, a gifted deposit or a taxable estate.

You stillCheck it and send it. The SRA's sweep of firm websites found the commonest failures were missing VAT, missing key stages and uncosted disbursements.

A client care letter that matches the quote

Writes the client care letter from your template and the quote the client accepted.

SkillCase management

By hand25 min

With Claude4 min

SkillCase management

You give itThe accepted quote, the enquiry notes and your template.

You get backThe letter with the scope, fee, assumptions and exclusions matching what was quoted, the complaints procedure and Ombudsman details included, and any mismatch with the quote flagged.

You stillConfirm the scope. Most later costs disputes start with a scope nobody wrote down.

Replying to web enquiries the same day

Drafts a reply to each enquiry from your website or a referrer, with the questions you need answered before you can quote.

CoworkConnectorEmail

By hand20 min

With Claude3 min

CoworkConnectorEmail

You give itYour enquiries inbox and price list.

You get backA reply per enquiry, the information still needed, and the enquiries that are outside your work types or look like a conflict.

You stillSend them, and ring the ones worth ringing. The firm that replies first often wins the instruction.

Running the conflict check properly

Searches every name in a new matter against your client and matter records, including the other side, spouses, directors and executors.

ConnectorCase management

By hand15 min

With Claude2 min

ConnectorCase management

You give itThe parties to the new matter and access to your records.

You get backEvery possible match, with the matter it appears in and the role the person or company played, including near matches on spelling.

You stillDecide whether there is a conflict. A list of matches is not a conflict decision.

ID, AML and source of funds

The checks on every matter, and the evidence the SRA asks to see.

5 use cases

Highest value

Challenging the source of funds story

Reads the bank statements and documents a client has sent against the account they gave of where the money came from.

ProjectSkillAML checksFile storage

By hand45 min

With Claude8 min

ProjectSkillAML checksFile storage

You give itThe client's explanation, the statements and the supporting documents.

You get backCredits the explanation does not account for, round sum transfers, accounts mentioned but not provided, gifts with no giftor evidence, and the questions to put to the client.

You stillDecide whether the story holds. The SRA's latest AML report says firms need to check source of funds more often, and missing checks were the second most common reason for reports.

Highest time

Writing the client and matter risk assessment

Drafts the written client and matter risk assessment from the ID check report, the instructions and your firm-wide risk assessment.

SkillAML checksCase management

By hand25 min

With Claude4 min

SkillAML checksCase management

You give itThe ID and screening report, the matter details and your firm-wide assessment.

You get backA draft assessment covering client, service, geography, delivery channel and transaction risk, with the evidence for each point and the factors that would push the rating up.

You stillSet the rating. In the SRA's 2024 to 2025 reviews, 39% of these assessments were ineffective, usually because they were a form filled in rather than a judgement made.

Checking a gifted deposit

Checks the giftor's statements and declaration against what the lender has been told and what the buyer said at the start.

SkillAML checksLender portal

By hand30 min

With Claude5 min

SkillAML checksLender portal

You give itThe gift declaration, the giftor's statements and the mortgage offer.

You get backDifferences between the amount declared, the amount on the statements and the amount the lender expects, and any sign the gift is a loan.

You stillDecide whether you can proceed, and what the lender needs to know.

Updating the firm-wide risk assessment

Updates the firm-wide risk assessment from what the firm actually did this year: its clients, services, countries and the ways it took instructions.

ProjectConnectorCase managementSpreadsheet

By hand4 hrs

With Claude40 min

ProjectConnectorCase managementSpreadsheet

You give itLast year's assessment and an export of this year's matters.

You get backA redrafted assessment with each risk factor updated from the matter data, what changed since last year, and the controls that now look out of step with the risk.

You stillThe MLCO signs it. The SRA found 19 firms with no firm-wide risk assessment at all in its 2024 to 2025 reviews.

Auditing a sample of files for AML

Checks a sample of files against your AML policy before the SRA does.

CoworkSkillCase managementAML checks

By hand30 min

With Claude5 min

CoworkSkillCase managementAML checks

You give itYour AML policy and a sample of files.

You get backFor each file, whether ID, screening, the risk assessment, source of funds and ongoing monitoring are evidenced, with the gaps listed.

You stillFix them and train on them. The SRA found 32.4% of the firms it reviewed in 2024 to 2025 were not compliant.

Time, billing and lock-up

Recording the time, billing it and getting paid.

6 use cases

Highest time

Time entries from the day's emails and calls

Drafts your time entries at the end of the day from your sent emails, calendar and call log, matched to the right matter.

CoworkScheduled taskEmailCalendarCase management

By hand30 min

With Claude5 min

CoworkScheduled taskEmailCalendarCase management

You give itYour sent items, calendar and call log, and your matter list.

You get backDraft entries with units and a narrative for each matter you worked on, including the short calls and emails nobody records, for you to approve.

You stillApprove them. The Law Society's 2026 benchmarking survey put the median at 807 chargeable hours a year against a target of 1,000 to 1,100.

Drafting the bill from the time entries

Turns the time recorded on a matter into a bill narrative a client can follow.

SkillConnectorLegal accountsCase management

By hand30 min

With Claude5 min

SkillConnectorLegal accountsCase management

You give itThe time entries for the period and the client care letter.

You get backA narrative grouped by stage, a total compared with the estimate given, and the entries that look like they should be written off or were never chargeable.

You stillDecide the write-offs and approve the bill.

Highest value

The monthly WIP review

Builds the WIP and lock-up report the partners need, from the time and billing data in your case management system.

Scheduled taskConnectorCase managementLegal accounts

By hand2 hrs

With Claude15 min

Scheduled taskConnectorCase managementLegal accounts

You give itAn export of work in progress, bills and receipts.

You get backUnbilled time by fee earner and matter, aged WIP, files that have not been billed for three months, and debtors over 60 days, with the largest first.

You stillDecide what gets billed and chased. The Law Society survey put median lock-up at 134 days.

Highest value

Seeing which fixed fees are losing money

Compares the time actually spent on fixed fee files with the fee charged, by type of matter.

CoworkConnectorCase managementSpreadsheet

By hand2 hrs

With Claude15 min

CoworkConnectorCase managementSpreadsheet

You give itTime recorded and fees charged on closed files.

You get backThe margin by matter type, such as leasehold against freehold or taxable estates against excepted ones, and the extras that keep getting done for free.

You stillReprice. Purchase fees have barely moved in a year, according to reallymoving, who run a conveyancing quote comparison site.

Clearing residual client balances

Finds client ledger balances on closed or dormant files and works out what each one is and who it belongs to.

ConnectorSkillLegal accounts

By hand1 hr

With Claude10 min

ConnectorSkillLegal accounts

You give itA client ledger balances report.

You get backEach residual balance with its history, the likely reason it is there and a draft letter to return it.

You stillAuthorise the payments. The Accounts Rules require money to be returned promptly once there is no reason to hold it.

Billing the extra work the quote did not cover

Compares the work done on a file with the quote and lists what fell outside it.

SkillCase managementLegal accounts

By hand20 min

With Claude3 min

SkillCase managementLegal accounts

You give itThe quote, the client care letter and the file.

You get backExtra work that the quote and client care letter allow you to charge for, such as a gifted deposit, a management company or additional assets, with the wording for the bill.

You stillDecide what to charge. Nearly four in five conveyancers told the Law Society they could not charge for the extra time the new property forms took.

Complaints and the Ombudsman

The first complaint, the eight weeks and the final response.

3 use cases

Building the chronology for a complaint

Reads the whole file and builds a dated chronology of what was promised, what was done and what the client was told.

ProjectCase management

By hand2 hrs

With Claude15 min

ProjectCase management

You give itThe file and the complaint.

You get backA chronology with every promise, every delay and every gap in contact, each linked to the document, and the points in the complaint the file supports or contradicts.

You stillDecide whether the complaint is justified. An honest chronology usually answers that.

Drafting the final response inside eight weeks

Drafts the final response from the chronology and your decision, with the Ombudsman's details.

SkillCase managementEmail

By hand1 hr

With Claude10 min

SkillCase managementEmail

You give itThe chronology, your findings and any remedy you are offering.

You get backA response that deals with each point raised, sets out what you found and what you are offering, and gives the Legal Ombudsman information the rules require.

You stillDecide the outcome and sign it. A quarter of complainants told the Ombudsman they never received a final response.

Highest value

Spotting the complaint before it is made

Looks across every live file for the signs that come before a complaint.

Scheduled taskConnectorCase managementEmail

By hand1 hr

With Claude8 min

Scheduled taskConnectorCase managementEmail

You give itRead access to your case management system and email.

You get backFiles with no contact in three weeks, clients who have chased more than twice, estimates exceeded, and emails with a frustrated tone, ranked.

You stillPick up the phone. Most complaints are about communication and delay, and both are fixable before they are written down.

The conveyancing file

From the contract pack to exchange, on eighty or more live files.

6 use cases

Highest time

Raising pre-contract enquiries from the papers

Reads the contract pack, the searches and the lease and drafts the enquiries the papers call for.

SkillCase managementSearch provider

By hand45 min

With Claude8 min

SkillCase managementSearch provider

You give itThe contract pack, the searches and your standard enquiries.

You get backDraft enquiries tied to the document and page that prompted each one, with standard enquiries that do not apply to this property removed.

You stillDecide which to raise. Generic lists of enquiries slow the chain and irritate the seller's solicitor.

Checking replies actually answer the enquiries

Matches each reply to the enquiry it answers and sorts them into answered, part answered and not answered.

SkillCase management

By hand30 min

With Claude5 min

SkillCase management

You give itYour enquiries and the replies.

You get backA table of every enquiry with its reply, the replies that say not aware or refer to the buyer's own survey, and the follow up questions to send.

You stillDecide what is satisfactory and what to report to the client.

Reading the management pack against the lease

Reads the leasehold management pack alongside the lease.

SkillFile storage

By hand40 min

With Claude7 min

SkillFile storage

You give itThe management pack, the lease and the service charge accounts.

You get backArrears, planned major works and any consultation, ground rent terms, building safety information, and where the pack contradicts the lease.

You stillAdvise the client on what it means for them.

Pulling every adverse entry out of the searches

Reads the local, drainage, environmental and other search results and lists every entry that needs attention.

SkillSearch provider

By hand30 min

With Claude5 min

SkillSearch provider

You give itThe search results.

You get backEach adverse or unusual entry with the search and page it came from, such as a planning breach, a public sewer within the boundary or a flood risk score.

You stillInterpret them. A Law Gazette panel heard that receiving the searches does not mean anyone has looked at them yet.

Checking the mortgage offer against the contract

Compares the mortgage offer with the contract, the title and the lender's requirements.

SkillLender portalCase management

By hand20 min

With Claude3 min

SkillLender portalCase management

You give itThe offer, the draft contract and the official copies.

You get backDifferences in names, price, property description, tenure or lease length, special conditions you need to satisfy, and anything the lender handbook says you must report.

You stillDecide what to report to the lender.

Highest value

Checking the completion statement

Checks the completion statement against the redemption figure, the agent's invoice, the quote and the contract.

SkillSpreadsheetLegal accounts

By hand20 min

With Claude4 min

SkillSpreadsheetLegal accounts

You give itThe draft statement and the figures it is built from.

You get backEvery line traced to its source, sums that do not add up, charges missing or counted twice, and differences from the original quote.

You stillApprove it and send it. Claude does not touch payment instructions or bank details, which stay inside your own verified process.

Completion and registration

Stamp duty in 14 days, the AP1, the lender and the requisitions.

5 use cases

Preparing the stamp duty return from the file

Prepares the details for the stamp duty land tax return from the file and the client's answers.

SkillHMRC portalCase management

By hand20 min

With Claude4 min

SkillHMRC portalCase management

You give itThe completion statement, the transfer and the client's questionnaire.

You get backThe return details ready to key, the rate and any relief or higher rate the answers point to, and anything that needs confirming with the client.

You stillDecide the reliefs and file it within the 14 days.

Highest value

Checking the Land Registry application before it goes

Checks the registration application against the transfer, the title, the mortgage deed and the discharge evidence.

SkillLand Registry portal

By hand25 min

With Claude4 min

SkillLand Registry portal

You give itThe AP1 and everything going with it.

You get backMissing documents, unsigned or unwitnessed forms, names and title numbers that do not match, and the wrong fee, which are the causes the Land Registry gives for avoidable requisitions.

You stillSubmit it. The Land Registry now publishes each firm's avoidable requisition rate, and a requisition can arrive nine months after completion.

Highest time

Answering a requisition months after completion

Reads a Land Registry requisition against a file that may have been closed for months and drafts the reply.

ProjectSkillLand Registry portalCase management

By hand45 min

With Claude8 min

ProjectSkillLand Registry portalCase management

You give itThe requisition and the closed file.

You get backWhat the Registry is asking for, where it is on the file or who has to provide it, and a draft reply and covering letters.

You stillCheck and send. The file may now sit with someone who never worked on it.

Post-completion documents for the lender

Assembles what each lender needs after completion and checks it against that lender's requirements.

SkillLender portal

By hand20 min

With Claude3 min

SkillLender portal

You give itThe completed documents and the lender's instructions.

You get backThe list of documents and uploads due, what is already done and what is outstanding, by file.

You stillUpload and confirm. Staying on the panel depends on it.

Completion letters to everyone

Drafts the letters and emails that go out on completion day.

SkillCase managementEmail

By hand20 min

With Claude3 min

SkillCase managementEmail

You give itThe file and the completion details.

You get backLetters to the client, the agent, the lender and the other side, with keys, deeds and next steps covered.

You stillSend them once completion is confirmed.

Wills and lasting powers of attorney

Instructions, attendance notes, the draft and the signing.

6 use cases

Finding the gaps in a will questionnaire

Reads the questionnaire a client has completed and lists what is missing before the meeting.

SkillCase management

By hand20 min

With Claude3 min

SkillCase management

You give itThe completed questionnaire.

You get backAssets with no beneficiary, jointly owned property, pensions and death in service nominations, foreign property, previous wills and family members not mentioned, as questions for the meeting.

You stillAsk them in the meeting.

Highest time

The attendance note of will instructions

Turns your dictation or a recording of the meeting into a full attendance note.

ConnectorSkillDictationCall recording

By hand40 min

With Claude6 min

ConnectorSkillDictationCall recording

You give itYour dictation or the recording, with the client's consent.

You get backA note of the instructions, who was present, whether the client was seen alone, and your observations on capacity, written so it will stand up to a Larke v Nugus request years later.

You stillCheck it says what happened. The note is your evidence if the will is ever challenged.

Highest value

Flagging capacity and influence risks

Reads the instructions and the file for the circumstances that usually lead to a challenge.

SkillCase management

By hand20 min

With Claude4 min

SkillCase management

You give itThe attendance note and the file.

You get backFlags such as a beneficiary arranging or attending the meeting, a sharp departure from a previous will, age or illness that calls for a medical opinion, and changes made quickly after a family event.

You stillDecide what to do about each, including whether to get a medical opinion.

Checking a signed will before it is stored

Checks the signed will that has come back before it goes into the will bank.

SkillFile storage

By hand10 min

With Claude2 min

SkillFile storage

You give itA scan of the signed will.

You get backDate, testator's signature, two witness signatures and details, the attestation clause, and any alteration, staple mark or damage that the probate registry would query later.

You stillArrange re-signing if needed. Damage to the will is one of the reasons HMCTS gives for stopping probate applications.

Checking LPA forms before they are sent

Checks completed lasting power of attorney forms before they go to the Office of the Public Guardian.

SkillFile storage

By hand20 min

With Claude3 min

SkillFile storage

You give itThe signed forms.

You get backSections left blank, signing and dating out of order, inconsistent names, and instructions that could make the power unworkable.

You stillCorrect and resubmit. A rejected application can add months.

Assembling the file for a Larke v Nugus request

Builds the statement of the will's preparation and execution from the file when a disappointed beneficiary asks for it.

ProjectCase management

By hand1 hr 30

With Claude15 min

ProjectCase management

You give itThe will file and the request.

You get backA draft statement covering who gave instructions, who was present, capacity, the drafts and the signing, with each point linked to the file, and documents flagged for privilege review.

You stillDecide what to disclose. Coodes, a firm that handles these, warns that a document being on the file does not mean it should be disclosed.

Probate and estates

Letters to every asset holder, the tax account and the grant.

6 use cases

Highest time

Letters to every asset holder

Writes the opening letters to banks, pension providers, insurers, registrars and government departments from the information you hold.

CoworkSkillCase managementEmail

By hand1 hr 30

With Claude12 min

CoworkSkillCase managementEmail

You give itThe asset list, the death certificate details and your templates.

You get backA letter to each organisation asking for a date of death valuation and its process, and a tracker of who has replied and who needs a chaser.

You stillSign them. A probate estate can need dozens of these, and the chasers are where files go quiet.

Keeping the asset schedule up to date

Reads replies from asset holders as they arrive and updates the schedule.

ConnectorSkillEmailSpreadsheet

By hand45 min

With Claude6 min

ConnectorSkillEmailSpreadsheet

You give itThe schedule and the replies.

You get backValues updated with the source document, accrued interest noted, the replies still outstanding, and differences from the estimate the executors were given.

You stillCheck the values that matter for tax.

Highest value

Checking a probate application before it is submitted

Checks the probate application against the will, the death certificate and the tax position before it goes to HMCTS.

SkillCase managementCourt portal

By hand30 min

With Claude5 min

SkillCase managementCourt portal

You give itThe draft application, the will and the inheritance tax papers.

You get backEvery executor accounted for, with a reason for any not applying, the right tax route, 21 days passed since the account went to HMRC, and the will's condition explained if it is damaged.

You stillSubmit it. HMCTS figures show 26% of applications from solicitors are stopped, and a stopped application takes several times longer to reach a grant.

Cross-checking the inheritance tax account

Checks every figure on the inheritance tax account and its schedules against the asset schedule and valuations.

ProjectSkillHMRC portalSpreadsheet

By hand1 hr

With Claude10 min

ProjectSkillHMRC portalSpreadsheet

You give itThe draft account, the schedules and the asset schedule.

You get backFigures that differ between the account and the evidence, assets on the schedule missing from the account, and reliefs claimed with no supporting document on file.

You stillDecide the reliefs and the values. Business and agricultural relief changed in April 2026.

Highest time

Drafting estate accounts from the ledger

Builds the capital, income and distribution accounts from the client ledger and the asset schedule.

CoworkConnectorLegal accountsSpreadsheet

By hand3 hrs

With Claude30 min

CoworkConnectorLegal accountsSpreadsheet

You give itThe ledger, the asset schedule and the will.

You get backDraft accounts in your usual format, with every figure traced to the ledger and anything that could not be placed listed separately.

You stillMake the apportionment and tax decisions and approve the accounts.

Gathering pension details for IHT from 2027

Writes to every pension scheme for the information needed once unused pensions come into inheritance tax in April 2027, and tracks the replies.

SkillConnectorEmailSpreadsheet

By hand45 min

With Claude8 min

SkillConnectorEmailSpreadsheet

You give itThe list of pensions and the death details.

You get backLetters to each scheme, a tracker of replies, and the figures each scheme reports, ready for the account.

You stillDecide how the liability is dealt with and advise the personal representatives.

Financial disclosure

Form E, the questionnaire and the replies, on a fixed timetable.

6 use cases

Checking your client's Form E before exchange

Checks your client's Form E against the documents attached to it before it is exchanged.

SkillFile storage

By hand1 hr

With Claude10 min

SkillFile storage

You give itThe draft Form E and the documents.

You get backArithmetic errors, figures that do not match the attachments, documents referred to but missing, and sections left incomplete.

You stillGo through it with the client. They sign the statement of truth, and an error found by the other side costs credibility.

Highest value

Reading the other side's Form E for gaps

Reads the other party's Form E and documents for what is missing or does not add up.

ProjectSkillFile storageSpreadsheet

By hand2 hrs

With Claude20 min

ProjectSkillFile storageSpreadsheet

You give itTheir Form E and documents, and what your client knows.

You get backAccounts mentioned but not disclosed, income that does not match the bank credits, large or regular payments with no explanation, and missing documents, ready to inform the questionnaire.

You stillDecide what to pursue. The questionnaire is due 14 days before the first appointment, so the time to find the gaps is short.

Highest time

Going through twelve months of bank statements

Reads a year of statements for every account and summarises the transactions that matter.

CoworkSkillFile storageSpreadsheet

By hand3 hrs

With Claude20 min

CoworkSkillFile storageSpreadsheet

You give itThe statements.

You get backA schedule of large, regular and unusual transactions by account, transfers between accounts matched up, and the questions they raise.

You stillDecide which questions are proportionate to ask.

Drafting the questionnaire from the issues

Drafts the questionnaire from your statement of issues and the gaps found in the disclosure.

SkillFile storage

By hand1 hr

With Claude10 min

SkillFile storage

You give itYour statement of issues and the gap list.

You get backQuestions tied to each issue, as the rules require, with the document reference that prompted each one.

You stillDecide which questions go. A questionnaire that is not proportionate invites criticism from the court.

Checking replies to the questionnaire

Matches each reply to the question it answers and checks the documents promised were supplied.

SkillFile storage

By hand1 hr

With Claude10 min

SkillFile storage

You give itThe questionnaire, the replies and the documents.

You get backEach question marked answered, part answered or not answered, documents promised but not supplied, and the follow up for a letter.

You stillDecide what to chase and what to put before the court.

Building the schedule of assets

Builds the schedule of assets and income from both parties' disclosure.

SkillSpreadsheet

By hand1 hr 30

With Claude15 min

SkillSpreadsheet

You give itBoth Form Es and the updated documents.

You get backThe schedule in the court's format with every figure referenced to a document, and the figures in dispute shown both ways.

You stillDecide your client's position on the disputed figures.

Hearings, bundles and orders

Bundles within the rules, position statements and the consent order.

4 use cases

Highest time

Checking the bundle against the rules

Checks the bundle against the family court's bundle rules that came into force on 2 March 2026.

SkillCourt portalFile storage

By hand1 hr

With Claude10 min

SkillCourt portalFile storage

You give itThe draft bundle and the hearing details.

You get backThe page count against the 350 page limit, position statements against their page limits, missing bookmarks and searchable text, material the rules exclude, and the filing deadline.

You stillApprove and file it. A clerk can refuse a late document, and a bundle in the wrong place may be treated as not lodged.

The chronology from the file

Builds a dated chronology from the file, within the ten page limit.

ProjectCase management

By hand2 hrs

With Claude15 min

ProjectCase management

You give itThe file.

You get backA chronology with each entry referenced to a document, and the dates where the parties' accounts differ shown both ways.

You stillDecide which events matter. A chronology is a choice about what the court reads first.

Checking a position statement before filing

Checks your position statement against the page limit for the hearing, the evidence and the other documents in the bundle.

SkillFile storage

By hand30 min

With Claude5 min

SkillFile storage

You give itYour draft and the bundle.

You get backWhether it is within its limit, figures that differ from the asset schedule, references that do not match the bundle, and whether it sets out the attempts at settling outside court.

You stillMake the cuts yourself. What to leave out is advocacy.

Checking the consent order and D81 agree

Checks the draft consent order, the pension annex and the statement of information against each other and the disclosure.

SkillCourt portalFile storage

By hand40 min

With Claude6 min

SkillCourt portalFile storage

You give itThe draft order, the annex, the D81 and the asset schedule.

You get backFigures in the D81 that do not match the schedule or Form E, recitals that do not match the order, and an annex that does not match the pension sharing order.

You stillSettle the terms. The order is the bargain your client will live with.

Contracts, leases and deals

Mark-ups, issues lists, due diligence and completion.

5 use cases

Checking defined terms and cross-references

Checks every defined term and cross-reference in a contract, lease or transaction document.

SkillFile storage

By hand45 min

With Claude5 min

SkillFile storage

You give itThe draft.

You get backTerms defined but not used, used but not defined or used inconsistently, cross-references to clauses that have moved, and schedule numbering that no longer matches.

You stillFix them. It finds the drafting errors so your reading can go on the substance.

Highest value

Checking every point on the issues list was dealt with

Compares the latest mark-up with the issues list and the previous turn.

SkillFile storage

By hand45 min

With Claude7 min

SkillFile storage

You give itThe issues list, the previous draft and the new mark-up.

You get backEach issue marked as dealt with, partly dealt with or not touched, and changes in the mark-up that are not on the issues list at all.

You stillDecide what to accept. Changes slipped into a mark-up without being flagged are the ones that matter.

Highest value

Checking the due diligence report covers the data room

Compares your due diligence report with the data room index and the replies to the questionnaire.

ProjectCoworkFile storage

By hand2 hrs

With Claude20 min

ProjectCoworkFile storage

You give itThe report, the data room index and the questionnaire replies.

You get backFolders and documents the report does not mention, questionnaire replies that raise an issue the report does not cover, and documents still outstanding from the seller.

You stillDecide what is material. The client relies on the report, not the data room.

Mapping the disclosure letter to the warranties

Maps each specific disclosure to the warranty it qualifies.

ProjectSkillFile storage

By hand1 hr 30

With Claude15 min

ProjectSkillFile storage

You give itThe disclosure letter, the warranties and the data room index.

You get backA table of disclosures against warranties, disclosures that qualify nothing, and warranties where the data room suggests a disclosure may be needed but none is made.

You stillDecide what to disclose or accept.

Running the completion checklist

Keeps the completion checklist current from the documents and emails as they arrive.

CoworkConnectorEmailFile storage

By hand1 hr

With Claude10 min

CoworkConnectorEmailFile storage

You give itThe checklist and the deal inbox.

You get backThe checklist updated with each document's status, the signatures still needed and who is holding each item.

You stillRun the completion call.

Disputes and tribunals

Tribunal deadlines, bundles, disclosure and the law as it changes.

5 use cases

Highest value

Getting the ET3 response started inside 28 days

Reads the claim form and the employer's documents and sets out what the response needs to deal with.

ProjectFile storageCourt portal

By hand2 hrs

With Claude20 min

ProjectFile storageCourt portal

You give itThe ET1 and the employer's HR file.

You get backEach allegation with the documents relevant to it, a chronology from the HR file, gaps in the employer's records, and the deadline.

You stillWrite the response. The facts come from the client, and the legal answer comes from you.

Highest time

The tribunal bundle, chronology and cast list

Builds the index, chronology and cast list from the documents both sides have disclosed.

CoworkSkillFile storage

By hand3 hrs

With Claude25 min

CoworkSkillFile storage

You give itThe disclosed documents.

You get backA draft index in date order with duplicates removed, a chronology and a cast list, each referenced to the bundle page.

You stillAgree the bundle with the other side.

Checking a schedule of loss

Checks the arithmetic and the assumptions in a schedule of loss, yours or the other side's.

SkillSpreadsheet

By hand40 min

With Claude6 min

SkillSpreadsheet

You give itThe schedule and the pay and pension documents.

You get backErrors in the arithmetic, figures that do not match the payslips, and assumptions about mitigation or future loss that are not supported by anything on file.

You stillDecide what to challenge.

A first pass through disclosure

Reads a batch of documents and sorts them by relevance to the issues you set out.

CoworkProjectFile storage

By hand4 hrs

With Claude40 min

CoworkProjectFile storage

You give itThe documents and the list of issues.

You get backEach document tagged to the issues it bears on, with a one line summary, and those that might be privileged set aside for you.

You stillMake the relevance and privilege decisions. The first pass is sorting, and the decisions are yours.

Telling clients what the employment changes mean

Reads your employer clients' contracts and handbooks against each change in the Employment Rights Act 2025.

CoworkSkillFile storageEmail

By hand2 hrs

With Claude20 min

CoworkSkillFile storageEmail

You give itThe change and the clients' documents.

You get backFor each client, the documents affected and how, such as unfair dismissal protection after six months from January 2027, and a draft letter.

You stillAdvise them. A letter that names their own handbook is advice worth paying for.

Running the firm

The COLP, the COFA, the accounts rules and the partners' numbers.

5 use cases

Highest value

Writing the firm's AI policy

Drafts an AI policy for the firm from the SRA's August 2026 warning notice, its guidance on technology and the Law Society's guidance.

ProjectSkillFile storage

By hand4 hrs

With Claude40 min

ProjectSkillFile storage

You give itYour current policies and the tools you use.

You get backA draft policy covering which tools may hold client data and on what terms, how output is checked, supervised and recorded, and what clients are told.

You stillThe COLP owns it. The SRA says client data should only go into tools with proper safeguards, including no training on it.

Explaining the reconciliation differences

Reads the three way reconciliation and investigates any difference between the bank, the cash book and the client ledgers.

ConnectorSkillLegal accounts

By hand1 hr

With Claude10 min

ConnectorSkillLegal accounts

You give itThe reconciliation and the ledger and bank data behind it.

You get backEach difference with its likely cause, such as a receipt posted to the wrong ledger or a cheque not yet presented, and anything that looks like a breach.

You stillThe COFA signs it off and decides whether anything is reportable.

The numbers the partners look at

Builds the partners' monthly pack from the case management and accounts systems.

ArtifactsScheduled taskCase managementLegal accounts

By hand3 hrs

With Claude20 min

ArtifactsScheduled taskCase managementLegal accounts

You give itExports of time, bills, receipts and matters.

You get backChargeable hours by fee earner against target, fee income by department, lock-up, new matters and conversion, and the files that have not moved.

You stillDecide what to do about it. The numbers show where. They do not say why.

Keeping the COLP's breach log

Reads complaints, file reviews and accounts exceptions for anything that belongs on the breach log.

SkillFile storage

By hand30 min

With Claude5 min

SkillFile storage

You give itThe month's complaints, file review results and accounts exceptions.

You get backEntries drafted for the log, with the facts and the rule that may be engaged.

You stillDecide whether a breach is serious and must be reported to the SRA.

Getting ready for the practising certificate renewal

Gathers what the firm needs for the annual renewal and each solicitor's competence declaration.

CoworkConnectorSpreadsheetEmail

By hand1 hr

With Claude10 min

CoworkConnectorSpreadsheetEmail

You give itLast year's return and your training records.

You get backThe firm's data return drafted, a reminder to each solicitor with their training record for the year, and who has not yet reflected on their competence.

You stillEach solicitor makes their own declaration.

Marketing and referrals

Referrers, reviews and the price page, done when there is time.

5 use cases

Keeping the agents who refer you informed

Writes the weekly status note each referring estate agent wants on the files they sent.

Scheduled taskConnectorCase managementEmail

By hand1 hr

With Claude8 min

Scheduled taskConnectorCase managementEmail

You give itYour file list by referrer.

You get backA short note per agent with the stage each of their files has reached and what is holding it.

You stillSend it, and ring the agents who matter. It also stops a good part of the chasers.

Highest value

Telling clients about a change that affects them

Finds the clients a change in the law affects and drafts a letter to each.

CoworkConnectorCase managementEmail

By hand3 hrs

With Claude25 min

CoworkConnectorCase managementEmail

You give itThe change and your client and matter records.

You get backA list of affected clients, such as will clients with large pensions before April 2027, with a draft letter or email for each.

You stillDecide who gets a call rather than a letter.

Replying to online reviews

Drafts replies to the firm's online reviews, good and bad.

SkillReview sites

By hand20 min

With Claude3 min

SkillReview sites

You give itThe reviews.

You get backA reply to each that thanks or answers without confirming anyone is a client or discussing their matter.

You stillApprove each one. A reply to a review can breach confidentiality as easily as an email.

Keeping the price page compliant

Checks your published prices and service information against the SRA transparency rules and what you actually charge.

Claude in ChromeSkillBrowser

By hand1 hr

With Claude10 min

Claude in ChromeSkillBrowser

You give itYour website pages and a sample of recent bills.

You get backMissing items the rules require, such as VAT, key stages, timescales and likely disbursements, and prices that no longer match recent bills.

You stillUpdate the page and decide the prices.

Following up quotes that did not convert

Finds quotes sent in the last month with no instruction and drafts a follow up.

Scheduled taskConnectorQuoting toolEmail

By hand30 min

With Claude5 min

Scheduled taskConnectorQuoting toolEmail

You give itYour quotes and new matters.

You get backEach unconverted quote with its value and source, and a short follow up for each.

You stillSend the ones worth sending.

A fee earner's day

Clearing what does not need a lawyer.

5 use cases

Your morning brief

Ready at eight. What moved overnight on your files, what is due today and what will not wait.

CoworkScheduled taskCalendarEmailCase management

By hand30 min

With Claude3 min

CoworkScheduled taskCalendarEmailCase management

You give itYour calendar, your inbox and your case management system.

You get backOne page with today's appointments and the context for each, emails that need you, deadlines in the next five days and files that have not moved.

You stillDecide what gets your morning.

Highest time

Sorting the overnight inbox

Sorts the overnight emails into what needs you, what needs a reply you can approve, and what is filing.

CoworkConnectorEmailCase management

By hand45 min

With Claude6 min

CoworkConnectorEmailCase management

You give itYour inbox and your matter list.

You get backThe urgent ones flagged with the reason, routine replies drafted, and the rest matched to the right matter ready to file.

You stillSend everything. Nothing leaves without you.

Highest time

Attendance notes from a call or dictation

Turns a recorded call or your dictation into an attendance note on the file.

ConnectorSkillDictationCall recordingCase management

By hand20 min

With Claude3 min

ConnectorSkillDictationCall recordingCase management

You give itThe recording or dictation.

You get backA note of who said what, the advice given, what was agreed and what happens next, with anything unclear marked for you to confirm.

You stillCheck it says what happened. The note is the firm's evidence of what you advised.

Filing emails to the right matter

Matches incoming and sent emails to the right matter and files them.

CoworkConnectorEmailCase management

By hand20 min

With Claude2 min

CoworkConnectorEmailCase management

You give itYour mailbox and your matter list.

You get backEmails filed to their matters, and the ones it could not place with its best guess for you to confirm.

You stillConfirm the doubtful ones.

Letters from your dictation

Turns your dictation into letters on your templates, with names, references and addresses from the file.

ConnectorSkillDictationCase management

By hand20 min

With Claude3 min

ConnectorSkillDictationCase management

You give itYour dictation.

You get backLetters ready for signature, with any reference or enclosure mentioned in the dictation but missing from the file flagged.

You stillRead and sign.

The use case for AI in law firms.

Where the time goes

Chasing and being chased

Checking one document against another

Paperwork on every file

Moving figures between systems

Chasing third parties

Checking before it goes

Writing it down

Moving figures between systems

Reading disclosure

Getting documents ready for court

Keeping the client steady

Recording and billing the time

Checking the drafting

Reading large volumes of documents

Assembling for a deadline

Recording and billing the time

What a conveyancer does brilliantly, and what sits around it

What a private client lawyer does brilliantly, and what sits around it

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What a commercial lawyer does brilliantly, and what sits around it

102 things you could hand over, by function.

A second read before it goes out

Attacking your argument as the other side would

Testing your client's position before the FDR

Testing a letter before claim before you send it

Checking the report on title against the file

Reading the seller's forms against the title

Checking the draft will against the instructions

Checking estate accounts before beneficiaries see them

A second read of a lease report

Finding what the other side will push on in a contract

A second read of an advice letter

Checking citations, facts and dates

Listing every authority in a draft for checking

Checking the dates in a draft against the documents

Checking a witness statement against the file

Checking every bundle reference in a skeleton

Supervision and file review

Pre-checking files before the monthly file review

A review of the files nobody reviews

Checking key dates across every live file

Keeping the undertakings register up to date

Checking a junior's draft before you read it

Keeping clients informed

An update on every live file, every week

Answering the agent's chaser

Telling the client what happens after completion

Updating executors and beneficiaries

Telling the client the costs have moved

Sorting the client's overnight messages

Matter reports to business clients

Enquiries, quotes and new matters

Quoting from your published prices

A client care letter that matches the quote

Replying to web enquiries the same day

Running the conflict check properly

ID, AML and source of funds

Challenging the source of funds story

Writing the client and matter risk assessment

Checking a gifted deposit

Updating the firm-wide risk assessment

Auditing a sample of files for AML

Time, billing and lock-up

Time entries from the day's emails and calls

Drafting the bill from the time entries

The monthly WIP review

Seeing which fixed fees are losing money

Clearing residual client balances

Billing the extra work the quote did not cover

Complaints and the Ombudsman

Building the chronology for a complaint

Drafting the final response inside eight weeks

Spotting the complaint before it is made

The conveyancing file

Raising pre-contract enquiries from the papers

Checking replies actually answer the enquiries

Reading the management pack against the lease

Pulling every adverse entry out of the searches