Automate the legal work, not just the admin.
Most legal automation stops at routing tasks and opening files. Quillio automates the document-heavy work inside the matter — intake packs, drafting, review, chronologies — inside the practice management system you already run.
Legal workflow automation uses software to run repeatable legal processes — client intake, document generation, matter opening, deadline tracking, and review — without manual rekeying at every step. Quillio automates the document-heavy parts that practice management systems leave to a person: it drafts the intake and engagement pack, reviews incoming documents, builds chronologies, and triages matter correspondence — all inside your existing system via two-way integrations, with source citations on every output. Built for Australian and New Zealand firms and the document types they handle.
What changes
A new commercial matter means 90+ minutes of intake, a partner reviewing every draft, and a brief of evidence that takes most of a week to digest. Across the firm, industry surveys put the lost time at around six hours a week each — manual, repetitive work that no one can bill.
Quillio runs the document-heavy steps automatically — a compliant intake pack in minutes, an 80-page contract reviewed in seconds, a chronology built from the brief — and hands each one to the responsible lawyer for sign-off, inside the system you already use.
From upload to output
Connect Quillio to your system
Quillio works inside your matter files via two-way integrations with Clio, Smokeball, OneLaw, Actionstep, iManage, and NetDocuments — no rip-and-replace, no new data silo.
It runs the document-heavy steps
Drafting intake and engagement packs, reviewing incoming documents for risk, building chronologies from briefs, and triaging matter correspondence — the work that fills a fee-earner's day.
Every output is source-cited
Each draft, summary, and risk flag comes with the authority or source document behind it, so the lawyer can verify in seconds rather than re-checking from scratch.
The responsible lawyer signs off
Quillio produces the draft; the supervising solicitor reviews and approves. The work stays in your system of record — Quillio adds the intelligence, not another silo.
What you can do with Quillio legal workflow automation
- Run client intake — conflict check, cost disclosure, costs agreement, scope letter — as one workflow
- Draft documents from your firm's own templates and precedents
- Review incoming contracts, leases, and briefs for risk and unusual clauses
- Build chronologies automatically from briefs of evidence and correspondence
- Triage a matter inbox and route correspondence by matter
- Keep firm precedents and knowledge consistent across every fee-earner
- Produce matter handover summaries when a file moves between lawyers
- Check a matter against current legislation and authority, with sources cited
A real example
A new commercial dispute comes in on a Friday afternoon. You need the matter opened, the conflict check run, the engagement pack out, and a 300-page brief digested before a Monday conference.
Enter the client, counterparty, and matter type into Quillio (or your connected practice management system) and upload the brief.
Within the hour: a conflict check against your matter history with one flagged prior matter, a draft costs agreement following the Uniform Law cost-disclosure structure, a scope letter in your firm's voice, and a chronology built from the brief with every entry linked to its source page — all sitting in the matter file, ready for the partner's sign-off.
Documents, jurisdictions, and practice areas
Document types
- Costs agreements and cost disclosures
- Engagement and scope letters
- Commercial contracts and leases
- Briefs of evidence
- Chronologies
- Matter correspondence
- Firm precedents and templates
- Letters of advice
Jurisdictions
- NSW
- VIC
- QLD
- WA
- SA
- TAS
- ACT
- NT
- NZ
Practice areas
- Commercial
- Property
- Litigation
- Family
- Employment
- Wills & Estates
Legal Workflow Automation FAQs
What is legal workflow automation?
Legal workflow automation uses software to run repeatable legal processes — intake, document generation, matter opening, deadline tracking, and review — with less manual work at each step. Practice management systems automate the process plumbing (routing, task hand-offs, time capture). Quillio automates the document-heavy legal work inside it: drafting, review, chronologies, and intake packs.
How is this different from the automation in my practice management system?
Systems like Clio, Smokeball, OneLaw, and Actionstep are excellent at the process layer — routing tasks, opening matters, capturing time. They are largely template and rules engines. Quillio adds the intelligent layer: it reads and drafts the actual documents. It works inside those systems through two-way integrations, so you do not replace anything — you add the document automation they do not do.
Which practice management systems does Quillio work with?
Two-way integrations with Clio, Smokeball, OneLaw, Actionstep, iManage, and NetDocuments, plus a Microsoft Word add-in that works alongside LEAP and other systems. See the integrations page for the current list.
Will automation cut my fee-earners out of the work?
No. Quillio produces drafts; your lawyers review and sign off. It removes the repetitive document work — the intake rekeying, the first-pass review, the chronology building — so fee-earners spend their time on judgment, not assembly.
Is it accurate enough to trust on real matters?
Every output comes with source citations — the authority or the source document behind each statement — so your lawyer can verify before relying on it. Quillio is built for Australian and New Zealand law, a meaningful difference from US-trained tools. It is a fast, careful first pass, not a substitute for professional judgment.
Is our client data secure?
Quillio holds ISO 27001:2022 certification and a SOC 2 Type II attestation, and is aligned to IRAP, the Australian Privacy Principles, and GDPR. Your data is stored in Australia and is never used to train any model; an enterprise option keeps all AI processing in Australia. Quillio is Australian owned and operated, headquartered in Sydney.
How does this compare to ChatGPT?
ChatGPT has no legal-specific training, no AU/NZ jurisdiction context, no source citations, and well-documented hallucination risk on legal questions. For real legal work inside your matter files, Quillio is the appropriate tool. See /compare/chatgpt for the full comparison.
Try it on a current document.
The fastest way to see Quillio's automation is to run it on a live matter alongside your usual process — open the intake, review a real document, build a chronology — and see the output inside your own system. The free trial requires no sales call.
Start Trial See Demo