| Client intake | Form or call data capture, appointment coordination, routing, follow-up logs and CRM updates under approved rules. | Conflict decisions, matter acceptance, legal eligibility, engagement terms and legal judgement. | Approved intake questions, routing logic, escalation owner and privacy instructions. |
| Document operations | Ingest, rename, classify, index, OCR coordination, metadata capture, bundle preparation and exception logs. | Privilege determinations, legal relevance decisions, evidentiary conclusions and professional certification. | Document taxonomy, matter map, file samples, naming standards and acceptance criteria. |
| Research support | Source gathering, authority lists, citation organisation, issue tracking and factual research under defined questions. | Legal interpretation, advice, legal opinion, litigation strategy and professional conclusions. | Jurisdiction, research question, source hierarchy, date cut-off and reviewer instructions. |
| Contract data | Repository inventory, metadata extraction, date/obligation trackers, source links and exception reporting. | Clause interpretation, legal risk assessment, negotiation position and enforceability conclusions. | Field dictionary, extraction rules, contract set, source quality and reviewer availability. |
| Billing administration | Invoice preparation coordination, guideline checklists, e-billing follow-up, rejection tracking and status reporting. | Rate approval, legal billing judgement, final invoice authorisation and professional fee decisions. | Billing rules, systems, approval matrix, client guidelines and escalation routes. |
| Digital marketing / website | Website development, SEO, content operations, paid media, analytics, conversion and intake-tracking support. | Approval of legal claims, jurisdiction-sensitive advertising, attorney credentials, testimonials and professional statements. | Practice priorities, approved claims, content reviewers, jurisdictions and account access. |