Qualify matters quickly
Capture facts, parties, urgency, and documents before attorney review.
Legal & Law Firms
Give lawyers more time for judgment, and clients a clearer, faster experience.
Automate intake, conflict checks, matter setup, document collection, deadlines, client updates, approvals, and billing without turning your practice into a software project.
Law firmsCorporate legal teamsLegal service providers
Who feels the difference
Better-informed clients
Empowered lawyers
Productive legal operations
Business impact
Measurable gains for Legal & Law Firms.
The operating model focuses on three industry priorities: Qualify matters quickly; Control deadlines and work; and Improve client visibility.
Control deadlines and work
Route tasks, approvals, and evidence around the matter timeline.
Improve client visibility
Provide secure status, document, appointment, and billing self-service.
One connected operating flow
The legal-service flow, from prospective matter to delivery and collection.
Each stage shows the industry work, what Round Infinity automates, and the horizontal platform capabilities carrying context and control across the process.
1
Qualify the Client & Matter
AI captures parties, matter type, jurisdiction, urgency, objectives, conflicts information, and initial documents before lawyer review.
Client portal · Intake AI · Identity
2
Check Conflict, Scope & Engagement
Conflict, eligibility, risk, pricing, engagement terms, approvals, signatures, and secure access complete through a governed workflow.
Rules · Workflow · E-sign
3
Plan Matter Work & Deadlines
Teams, tasks, dependencies, hearings, filings, client obligations, and service levels are created from the approved matter plan.
Matter orchestration · Calendar integration
4
Execute Documents, Reviews & Client Actions
Evidence, drafting, precedent, review, negotiation, approvals, and client updates remain connected to the matter record.
Knowledge AI · Document automation · Portal
5
Deliver, Bill & Preserve the Record
Final work, filing evidence, time, invoice approval, payment, closeout, retention, and follow-up complete with an audit trail.
Billing · Payments · Records · Analytics
Horizontal platform capabilities working across every stage
Secure client intake portal
Conflict and approval workflows
Matter task orchestration
Document generation and e-sign
Client updates and appointments
Billing and practice dashboards
Industry AI agents & accelerators
Purpose-built agents, engines, and copilots for legal & law firms.
These are configured for the industry task, not generic chatbots. Each works inside permissions, confidence thresholds, human-review rules, and one audit trail.
Legal Intake AI Agent
Captures structured facts, parties, urgency, and initial evidence.
Conflict & Eligibility AI Agent
Prepares conflict and acceptance checks for authorized review.
Matter Operations AI Agent
Tracks tasks, deadlines, dependencies, hearings, and client actions.
Legal Knowledge AI Assistant
Finds approved precedent and summarizes matter-relevant content with citations.
Document Workflow AI Agent
Coordinates drafting, review, redlines, approvals, signatures, and filing.
Legal Billing & Collections AI Agent
Coordinates time capture, invoice approval, reminders, and payment exceptions.
See Legal & Law Firms operations running end to end.
We’ll map one priority workflow to your systems, controls, channels, and teams, and show how Round Infinity completes the work.
Book a focused walkthrough