Client onboarding
ID verification, AML and source of funds checks in Client Hub, each outcome recorded on the matter before the work starts.
Client onboarding software
Feature
Legal workflow automation, milestone to milestone
tsuro's legal workflow automation carries each matter from milestone to milestone and prompts the next step, so nothing stalls. Your firm shapes the stages, templates and tasks for each practice area itself, with low-code tools and no developers or IT department required.
What our legal workflow automation does
Case management systems track work; tsuro moves it. Configurable Workflows turns the way each of your teams already runs a matter into stages and tasks the platform follows, from instruction to completion. The workflow knows what comes next, so the fee earner does not have to hold it in their head.
Matter milestones on one rail
Every matter in tsuro travels the same six stages: business development, leads and estimates, client onboarding, matter management, document management and finance. Within each stage, your workflow sets the milestones that matter to the practice area, and the matter moves from one to the next as the work is done. Our legal case management software page shows the matter record those milestones sit on.
Configurable workflows by practice area
A conveyancing file, a probate, a divorce, a dispute and a commercial contract do not follow the same steps. tsuro supports conveyancing, private client, family, litigation and commercial work, and workflows, templates and stages are configurable per team, so each one keeps working the way it does today.
Task automation that prompts the next step
Intelligent task automation prompts the next step on each file, so matters do not wait for someone to remember them. Where a step needs drafting or review, AI prepares the work and a fee earner approves it. Our page on AI software for solicitors explains how that approval is recorded.
Low-code configuration, no IT department required
Configurable Workflows is low-code process automation shaped to how your firm works. Changing a stage, a template or a task is a configuration change your own people make, not a development project, and no developers or IT department are required.
See your own workflow on tsuro
Book a demo and we will show you a matter moving milestone to milestone in the practice areas your firm runs.
Book a demo
or email hello@tsurolabs.co.uk
How workflow automation fits the rail
Workflows run through every stage, and do most of their work once a matter is open: they take it from onboarding, through the work itself, to the documents that close it out.
Matter management
Stages, tasks and deadlines set by your workflow, with the next step prompted as each one is done.
Legal case management softwareDocument management
AI-assisted drafting from your templates, automated contract review and secure sharing with the client.
Legal document managementLaw firm workflow software that shows what is waiting
- Overdue tasks: listed across the firm in live management information, not in a monthly spreadsheet.
- Files awaiting action: visible to supervisors as they happen, so a stalled matter is picked up early.
- Onboarding status: AML and onboarding status alongside the work, so the team can see where each client's checks stand.
- Audit trail: a full record of who did what and when, with role-based permissions for each team.
Questions about legal workflow automation
What is legal workflow automation?
It is software that carries a matter through the steps a firm already follows: the stages, the tasks in each stage and the documents each step needs. In tsuro, configurable workflows move each matter from milestone to milestone and prompt the next step, so files do not stall.
Can we change our workflows without a developer?
Yes. Configurable Workflows is low-code process automation, so your firm shapes the stages, templates and tasks itself, with no developers or IT department required.
Which practice areas can tsuro automate?
Conveyancing, private client, family, litigation and commercial. Workflows, templates and stages are configurable per team, so each one works the way it does today.
How do supervisors see which files are stuck?
Overdue tasks and files awaiting action are part of tsuro's management information, which is live rather than a monthly spreadsheet. Supervisors see them across the firm as they happen.
How long does it take to set up tsuro's workflows and go live?
It depends on the size of your firm and its practice mix. We agree a phased plan with you at the start, configure the workflows, templates and permissions for each team, and train people before each phase goes live.
See tsuro on your own matters
Book a demo and we will walk you through the platform end to end, shaped to your practice areas.
Book a demo
or email hello@tsurolabs.co.uk