Law Firms

Typical challenges in the industry

Three problems show up in nearly every law firm. First: duplicate data across firm software, DATEV (German tax software standard), email, and a shared Excel sheet no one admits to. Second: deadlines tracked in Outlook categories — visible only to the person who entered them. Third: client onboarding running on paper and PDF forms, even though the structured data ends up typed into the firm system anyway. These three points cost a mid-sized firm several person-days per month — time that is missing from actual client work.

What we actually build

Client onboarding with a structured form that writes data directly into the firm software or CRM. AI pre-check of submitted documents — the agent identifies missing documents, checks for obvious inconsistencies, and asks follow-up questions before the matter is even opened. Deadline tracking with escalation logic: when a deadline approaches and the responsible person is inactive, a backup is notified automatically. Document workflow with versioning, clean matter separation, and audit trail. DATEV integration for tax firms — receipt OCR, VAT classification, EXTF export.

Example projects

A German tax firm with about fifteen employees engaged us to automate the monthly DATEV preparation. The OCR pipeline classifies receipts, pre-assigns VAT, and prepares the EXTF export. Bookkeeping only reviews exceptions. Details under Case Studies.

Further law firm projects are in preparation. If you come to us with a concrete need, we are happy to discuss comparable cases in the first conversation that we cannot show publicly.

Regulatory context

We work with the three frameworks relevant to law firm software. DSGVO (GDPR) for processing personal client data, with data processing agreements for every component. Professional rules — for attorneys BRAO (Federal Lawyers' Act) and BORA (Professional Code), for tax advisors StBerG (Tax Advisory Act), for notaries the Federal Notary Code. Anti-money-laundering law for client identification and risk assessment. These requirements are not appendices to a spec — they are architectural decisions, determining where data sits, who sees it, and how long it is kept.

How we start a project in your industry

In the first conversation we cover the three most important points: which firm software is in use and what interfaces does it offer? Which processes are most painful manually today? Which professional rules must the solution explicitly handle? On that basis you receive a written concept with architecture, effort, and fixed price within one week.