Less Admin.
More Time to Practice Law.
Round Infinity automates client intake, document collection, deadline tracking, and billing — so your attorneys focus on legal work, not coordination.
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One Platform Across Every Matter
From client intake to final invoice — every task tracked, every deadline covered, every document in place.
Client Intake & Matter Management
- AI assistant books consultation appointments and collects matter details before the call
- Conflict of interest check triggered automatically on new matter opening
- Engagement letter generated and sent for digital signature — retainer payment link included
Document Collection & Active Case Management
- Document checklist sent via WhatsApp; uploads tracked per item; automated follow-up for missing docs
- Court filing deadlines, hearing dates, and response timelines tracked with automatic reminders
- Client updated at every milestone via WhatsApp — without calling the office
Billing & Fee Collections
- Itemized invoice generated from time entries and disbursements; sent via WhatsApp with payment link
- Payment reminders at 7 and 3 days before due date; overdue escalation automated
- Monthly billing analytics by matter type, attorney, and client
The Automated Matter Lifecycle
From first client inquiry to final invoice — every step managed without manual effort.
AI collects matter description and books appointment. Consultation confirmed via WhatsApp.
Matter type, parties, relevant dates, and background collected via portal. Attorney briefed before the consultation.
New matter screened for conflicts. Engagement letter generated with fee structure and sent for e-sign.
Matter-specific documents requested via WhatsApp. Each item tracked. Reminders sent for missing items automatically.
Court filings, hearings, and response deadlines tracked with automatic reminders to the team.
WhatsApp update sent when petition filed, hearing date set, or order received — no manual communication.
Attorney raises information request from matter record. Client receives WhatsApp message. Submission tracked.
Itemized bill compiled automatically. Sent via WhatsApp and email with direct payment link.
Closure notification sent. Final documents archived in client portal. Satisfaction survey sent. Referral outreach triggered.
Every Workflow Your Firm Runs
Client service, matter operations, billing, and practice analytics — one connected platform.
Client Communication & AI Support
- Status queries answered 24/7 without staff involvement
- Matter milestone updates sent automatically via WhatsApp
- Appointment booking and rescheduling handled by AI
Document Repository & Management
- All matter documents stored with version control
- Client uploads tracked per document against checklist
- Secure client portal access for document review
Deadline & Compliance Tracking
- Court calendar integrated with task assignments
- SLA breach alerts sent before deadlines are missed
- Compliance obligations tracked by matter type
Billing & Collections
- Time and disbursement recording against matters
- Invoice generation with automated WhatsApp delivery
- Overdue escalation sequence without partner involvement
Practice Analytics
- Matter volume, billing, and collection dashboards
- Attorney utilization and realization rate tracking
- Client satisfaction and retention analytics
No-Code Custom App Builder
- Contract review workflows, client onboarding portals
- Arbitration case management and hearing scheduling
- Scales from solo practitioners to multi-office firms
Sales & Client Pipeline
- Referrals and inbound enquiries followed up automatically — consultation scheduling, credentials, and relevant practice area information sent without partner involvement
- Existing client cross-sell campaigns triggered by matter type — clients who completed one practice area engagement are introduced to related services at the right moment
- Prospect and referral relationship nurturing sequences run in the background — the firm stays top of mind without manual effort
Employee Service & Onboarding
- Staff onboarding automated — offer letters, document collection, and system access in one workflow with bar admission, CPD, and professional indemnity compliance tracking
- HR and IT service requests self-served via WhatsApp or portal — no email chains or manual routing
- Internal approvals for leave, expenses, asset requests, and transfers handled end-to-end with full audit trail
Expense & Accounts Payable Automation
- Staff expense claims submitted via mobile — AI validates against policy and routes for approval automatically including court fee disbursements, expert witness invoices, and matter-related expense claims
- Vendor and supplier invoices processed with AI extraction, three-way match, and approval workflow — no manual data entry
- Reimbursements and vendor payments tracked end-to-end with a full audit trail
Ready to run a more organized, more profitable practice?
See how Round Infinity works for your firm in a 30-minute demo.
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