AI for Legal & Finance
AI for Law Firms
Document review, client intake, time recording, and chasing engagement letters absorb the hours that should be billable. We build custom AI agents that handle the admin layer of legal practice, so your solicitors spend their week on advice and advocacy rather than triage and paperwork.
Where law firms & solicitors
lose time and money
Document review and disclosure overload
Litigation, due diligence, and contract review all involve reading hundreds or thousands of pages to find the bits that matter. Even with junior support, fee-earners end up rereading material to be sure nothing was missed. The hours are billable in theory but write-offs are common because clients have a budget, and the work is genuinely repetitive.
Client intake and conflict checking
New matters need conflict checks, AML/KYC, engagement letters, scope of work, fee estimates, and a file opened in your practice management system. Done well it takes an hour. Done in a hurry on a Friday afternoon it gets done badly and someone fixes it on Monday morning. Either way it is not legal work.
Time recording leakage
Most fee-earners under-record by 20% or more because writing six-minute units while doing actual work is annoying. End of month, the bills go out lighter than they should and the partners shrug. A whole revenue line walks out of the firm every year, quietly.
Routine client communication
Status updates, document chasers, completion timelines, billing queries - all important to clients, almost all written from scratch each time. The work is not hard but it never ends, and it lands on whoever has thirty seconds free, which is usually the wrong person.
How Klevere AI
transforms your business
AI-powered document review and disclosure
An AI agent reads through bundles, identifies clauses by category, surfaces the unusual provisions, flags privileged material, and produces a reviewed summary with citations to source pages. The fee-earner reviews the summary and the flagged sections rather than the full bundle. Disclosure exercises that used to take a week take a day.
Automated client intake and conflict checks
New enquiries get qualified, AML/KYC documents requested, conflict checked against the firm's client database, an engagement letter drafted from your standard precedents, and a file opened in your practice management system. The fee-earner reviews and signs off. Intake quality goes up, partner time goes down.
Automatic time capture
AI watches your calendar, email, document edits, and call logs, and proposes time entries against the right matter at the end of each day. The fee-earner approves or amends. Recovered time alone usually pays for the deployment in the first quarter.
AI client communications agent
Status updates, document requests, completion-day timelines, and billing queries get drafted by AI in your firm's tone, with reference to the actual matter file. The fee-earner reviews and sends. Clients feel more looked after, fee-earners write less email.
Knowledge management and precedent search
Ask plain English questions across your firm's matter history, precedents, and know-how, and the AI returns the relevant clauses, briefs, and analogous matters with full citations. New solicitors get up the curve faster, partners stop being asked the same question for the fiftieth time.
How we get you set up.
In 4 simple steps.
What law firms & solicitors see
after 90 days
We were writing off hours every month because nobody had time to record properly. The AI captures time in the background and our recovered fees jumped 28% in the first quarter. The disclosure work is the bigger story honestly. It used to be the most painful part of every case.
Common questions
from law firms & solicitors
More in Legal & Finance
Accountants & Bookkeepers
Tax season, year-end, and quarterly VAT runs eat months of fee-earning time. We design custom AI agents that automate the data entry, document chasing, and routine client queries that drown accounting practices, freeing your team to focus on advisory work that actually grows the firm.
Financial Advisors & IFAs
Suitability reports, factfinds, MiFID II disclosures, and quarterly review prep absorb the hours that should go to clients. Klevere builds custom AI agents that automate the admin and compliance layer of financial advice so your team stays Consumer Duty-compliant and grows the book without growing the back office.
Mortgage Brokers
Lead qualification, document chasing, lender criteria matching, and case progression keep brokers off the phone and stuck on the laptop. Klevere builds custom AI agents that absorb the admin layer of mortgage broking so your team writes more mortgages with the same headcount.