Practice management · Managing partner, knowledge lead, IT, COLP
Onboarding a new firm in thirty minutes
A managing partner signs up, sets the firm's practice profile, prints the confidentiality and data statement the COLP will ask for, opens a matter with a conflict check, and runs a Contract Agent memo, all in one sitting without a card or a call.
- Agents
- First draft
- A signed-off Work-Stream Memo from a real document inside thirty minutes of signing up.
- Steps
- 6
The problem
Step 01 of 06
Sign up and name the firm
Free is a real tier: two seats, welcome credits, standard agents, prebuilt horizon packs, and bring-your-own-key if the firm already has a provider account.
Step 02 of 06
Set the practice profile
Choosing the firm's practice areas installs the matching agents and horizon packs; the answer is visible in the sidebar within minutes.
Step 03 of 06
Read and print the confidentiality statement
No training on firm data, storage location, visibility rules and deletion on request, written to be forwarded to the COLP verbatim.
Step 04 of 06
Open a matter
The conflict check runs on save and returns clear on a new firm's first matter.
Step 05 of 06
Ask a question and run an agent
A contract is added, a chat question returns a clause-level answer with source chips, and the Contract Agent runs a Work-Stream Memo.
Step 06 of 06
Check an authority and invite the second seat
Clicking through to an authority in the memo is the moment that decides whether the firm buys; the knowledge lead is invited on the second free seat.
What comes back
A document, not a transcript.
- A printable confidentiality and data statement, ready to send to the COLP.
- A clear conflict check on the firm's first matter, recorded on the register from day one.
- A clause-level chat answer with source chips on a real contract.
- A signed-off Work-Stream Memo with authorities, each carrying a verdict and a link to check.
What it does not do
- DMS connectors for SharePoint, OneDrive, iManage and NetDocuments are catalogue tiles, not live integrations, and documents come in by upload.
- There is no Word add-in and no redlining inside Word.
- Coverage is UK, Ireland and EU law, not US, Canadian or Australian law.