For law firms
More of the day billable. Less of it admin.
Intake, matter setup, time capture, prebills, filing. Orchard monitors the activity in your defined scope to reveal the steps, handoffs, and repeated effort behind this work. Explore the evidence and choose which repeatable workflows to automate.
The shape of the problem
Where the hours actually go
Admin eats the billable day
Intake forms, matter setup, and billing prep are hours nobody bills and nobody wants, done by the people whose time is the product.
The process lives in one person’s head
The paralegal who knows how matters get opened correctly is the process. When they are out, the firm improvises.
The same details get keyed again
Client and matter details get re-keyed between the practice system, the document store, email, and the ledger, by hand, every time.
What the record holds
See the patterns behind the work.
- The same matter number typed into the practice system, the document store, and the ledger, and how long each re-keying takes
- The order your staff move through the intake form, field by field, against the order it is printed in
- Whether the conflict-check screen is opened once or twice, and what is entered differently the second time
- Which prebill screens are worked straight through and which sit open waiting on a partner
- The copy out of the email, the paste into the time entry, and the gap between them
Examples of patterns to investigate within your supported applications and configured monitoring scope.
The work
Intake, matters, and billing
The repeatable stretch of your firm’s own procedure, learned from your own staff rather than from a template.
- Opening a matter the same way, every time
- Carrying intake details across systems without re-keying
- Preparing prebills and surfacing unbilled time
- Filing documents where your firm actually keeps them
How it learns the work
Monitor the work. Choose what happens next.
Monitor the work you choose
Define the teams, supported systems, and activity included in your monitoring scope. Orchard brings employee activity, software usage, and AI adoption into view while your teams work in their existing tools.
Repeated work becomes evidence
See where time goes, how work moves between teams, and which steps repeat or slow down. Compare patterns across the activity available to Orchard and explore exceptions without losing their context.
Explore the evidence with Isaac
Ask Isaac about the work behind a finding. Explore supporting activity, compare strategic scenarios, and see the evidence and assumptions behind each view. Build dashboards in Studio around the information that matters to your business.
Choose what runs and when
Record a task, review its procedure, and configure and test supported automation steps. Set available approval and execution controls, inspect run history, and pause when needed. Estimated time and labor value depend on the manual baseline and cost rate you provide.
Where this work happens today
Understand the work across your existing tools
- Clio
- MyCase
- PracticePanther
- NetDocuments
- Microsoft 365
- Outlook
- QuickBooks
These are examples of tools used for this work, not a list of guaranteed integrations. Orchard monitors activity across supported applications within your configured scope. Confirm the coverage and deployment requirements for your environment during your demo.
Control before autonomy
Your hand stays on the controls
- Choose the systems, teams, and activity included in your monitoring scope.
- Explore the evidence, context, and assumptions behind findings and modeled possibilities.
- Give leaders and teams access appropriate to their responsibilities.
- Choose and enable automations, set review requirements, and pause workflows when needed.