DrozLegal / Product / Onboarding Intelligence

Connect your firm. Watch your workflows assemble.

Most legal tech makes you configure it. DrozLegal reads your firm. You connect Clio, your inbox, your document repository — DrozLegal analyses every matter, every email, every invoice, and proposes the autonomous workflows your firm should run. You approve them one by one, or all at once. The firm goes live with workflows it didn’t write.

9 integrations live One-click approval queue Continuous workflow refinement
The five steps

From signing the engagement letter to going live in under a week.

i.

Connect

OAuth into Clio, PCLaw, Cosmolex, Soluno, QuickBooks. Connect Microsoft 365 or Gmail. Point us at OneDrive, SharePoint, NetDocuments, Dropbox or your local file share.

ii.

Ingest

We pull your historical data — matters, contacts, calendars, emails, documents, time entries, invoices, trust transactions. All of it stays in ca-central-1.

iii.

Analyse

The platform detects practice areas per lawyer, communication patterns and preferred formality, recurring matter lifecycles, standard templates, engagement-letter terms, billing cadence, A/R follow-up rhythm, court-deadline patterns, conflict-checking patterns, trust-account patterns.

iv.

Propose

DrozLegal generates a workflow approval queue. Each proposed workflow shows its trigger, its actions, its approval gates, its expected frequency, and a sample output run on real firm data. You approve, modify or reject — one at a time, or in bulk for low-risk workflows.

v.

Activate

Approved workflows go live with the autonomy level you chose. The platform keeps proposing new ones as it observes new patterns; performance metrics show which workflows are saving time and which need a tighter approval gate.

The approval queue

Lawyer approves. AI ships.

A real workflow approval queue, a week after a 12-lawyer firm connected their Clio and inbox.

app.drozlegal.ca / onboarding / workflow-queue
Matters analysed
2,418
2019–today
Emails ingested
412k
Across 12 mailboxes
Workflows proposed
34
14 low-risk
Already approved
18
Going live tomorrow
Awaiting your decision · high-confidence first
low risk
A/R reminder at 30 days · trigger: invoice unpaid 30d, action: draft reminder in partner’s voice, gate: send-on-behalf. Sample run: 8 invoices, ready to review.
approve
low risk
Court date 7/3/1-day confirmation · trigger: court date approaching, action: confirm calendar & brief partner, gate: none.
approve
medium
Inbound email triage · trigger: new email, action: classify, route to matter, draft reply, gate: partner sign-off on send.
approve
medium
Time entry batch — Friday 4pm · trigger: weekly, action: draft time entries from calendar/email/document activity, gate: lawyer batch-approves.
approve
high
Minute-book audit (quarterly) · trigger: each Q-end, action: scan corporate clients, flag gaps, draft remediation memo, gate: partner approves before send.
review
high
Settlement floor enforcement · trigger: settlement offer below floor, action: escalate to lead, draft counter, gate: lead approves counter.
review
Already live · running quietly
live
Wills outreach · 14 files in dormant queue, 4 letters sent this week, 1 reply
3 days
live
Conflict check on intake · 22 intakes processed, 1 flag (former client 2019)
3 days
live
Limitations period watcher · 184 active matters tracked, 0 missed
3 days
Patterns we detect

The signals we read from your firm’s history.

No surveys. No "configuration." We learn from what your firm has already done.

  • Practice area per lawyer (inferred from matter types).
  • Client communication patterns: frequency, formality, response times.
  • Recurring matter types and their typical lifecycles.
  • Standard document templates the firm reuses.
  • Common engagement-letter terms.
  • Billing cadence and invoice patterns.
  • A/R follow-up patterns the firm historically used.
  • Court deadline patterns and reminder cadence.
  • Intake-to-engagement conversion patterns.
  • Conflict-checking patterns.
  • Trust-account transaction patterns.
  • Compliance task patterns — minute books, annual returns, license renewals.
Onboard your firm

Connect your stack. We propose the workflows. You approve. They go live.

No configuration meetings. No process maps to draw. You connect Clio and your inbox; we hand you a queue of workflows specific to your firm.

Start my free trial → Book a 20-minute walkthrough
SOC 2 Type II PIPEDA & Law 25 Data in ca-central-1