For restructuring advisory firms, matter management automation projects typically range from $3,500 for foundational improvements to $15,000+ for comprehensive, integrated solutions. The final cost depends on the complexity of your existing case intake, document generation, and client communication workflows. We provide a fixed-price quote after a detailed systems audit, ensuring transparency.
We conduct a thorough audit of your firm's matter management workflows, analyzing how you currently handle new client intake, document assembly for restructuring plans, and communication with creditors and courts. This pinpoints specific areas where automation can reduce manual effort and improve data accuracy.
Our team designs and implements custom automations, integrating with your existing case management, CRM, and document management systems. We build solutions for tasks like automated UCC filing tracking, generating initial client engagement letters, or orchestrating follow up communications based on case milestones.
We provide comprehensive training for your team, ensuring they confidently use the new automated workflows for all restructuring engagements. Our ongoing support helps you maximize the benefits and adapt as your practice evolves.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit