Legal practice administration · Custom workflow design
Coordinate matter intake, documents and approved follow-up tasks
Give the legal team a complete administrative brief and a traceable task record. Legal advice, conflict decisions and interpretation of obligations remain with the responsible lawyer.
For Practice manager, principal or legal operations lead
Use practice-management features for standard matter workflows. Custom connections help when intake, document collection and task evidence span separate tools and teams.
Connect the records you already use
Matter and client relationship systems
Secure document workspace
Approved dates, tasks and review records
Access, data quality and write permissions are checked during scoping. Integration availability depends on your systems.
Agree who can change rules, approve exceptions and authorise each write. Keep a history of source records, rule versions and action results. Detect partial failures, reconcile before retrying and assign unresolved cases to a named owner.
AI can extract, classify and prepare information. Validated rules and agreed permissions govern consequential actions; missing evidence triggers review. Test normal cases, exceptions and recovery against acceptance criteria before launch.
Related operating experience
See the foundations running at G3.
G3 is our founder’s retail and venue business in Melbourne. Explore relevant capabilities and their boundaries; your industry’s rules still need their own design and validation.
Start with a sanitised example, the result you need and one awkward case. We will map a bounded first implementation.
Can the system decide whether we can accept a matter?
It can collect the information needed for review and route it securely. Conflict, jurisdiction and engagement decisions stay with the authorised lawyer.
Will it calculate legal deadlines independently?
The proposed administrative workflow tracks dates supplied or approved by responsible staff. Legal interpretation and validation of deadlines are outside automatic intake.
Can we start with document collection for one matter type?
Yes. Use a lawyer-approved request list, sample redacted records and clear received-versus-accepted states. Define who checks completeness and what should happen when pages are missing or a file belongs to another matter. This creates a bounded administrative workflow without delegating legal interpretation or matter acceptance.
How would matter access and original documents be protected?
Confirm the practice’s matter permissions, approved storage and allowed processing before selecting a connection method. Carry the matter reference and access limits through each step, retain originals and identify who may correct a misfiled record. The scope must be checked against the firm’s confidentiality requirements; a generic shared inbox is not assumed suitable.
Do we need an ongoing Canvo subscription?
No mandatory Canvo subscription. An agreed implementation includes 12 months of support for the delivered workflows, defects and minor compatibility changes to existing integrations. Optional proactive care and further development are scoped separately. Software, hosting and API costs remain separate.
Your operation, your rules
Bring the handoff that keeps going wrong.
Free workflow review. A$950 ex GST diagnostic. A bounded first deployment from A$4,900 ex GST, with 12 months of included support for the agreed implementation.
