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Industry · Legal Services

Legal Services.

A law firm or an in-house legal team handles a lot of documents and a lot of deadlines. At SUMāTO we apply AI, automation, and analytics to take the repetitive work off your desk, while keeping careful control of who can see what.

Why SUMāTO in this sector
A lawyer should spend their time deciding, not searching.

Finding a document, comparing two versions of a contract, or chasing a signature takes hours and calls for no legal judgment. We are a consultancy: we look at how your team works today and hand those tasks to technology, starting with the ones that cost you the most time.

Use cases

12 ways Legal Services leverages our portfolio.

Contract review

Reads the whole contract and compares it against the model your firm uses. It flags the clauses that differ, the ones missing and the ones that depart from what you usually accept, pointing to the paragraph each sits in. You review what is flagged instead of reading it all again.

Summaries of long case files

From a file of thousands of pages it pulls out the timeline, who is involved and the facts each position rests on. Useful for picking up a case that stalled months ago, or for a colleague to get up to speed without giving it a whole afternoon.

Which matters leave a margin

Cross-references hours spent against what was billed, by type of matter and by client. It shows which work covers its cost and which runs longer than expected, so you can decide what is worth taking on and what should be quoted differently.

Workload and contractual risk

How many matters each lawyer carries and which fall due soon, and what exposure the portfolio accumulates by clause type. It lets you assign with judgment and see where risk concentrates, rather than reviewing contract by contract.

Contracts end to end

The contract moves on its own: whoever needs it requests it through a form, it goes to whoever must review it depending on the amount, it is signed and filed with its expiry recorded. At any moment you know which step it is on and whose desk it is on.

Deadlines, conflicts and billing

Works out due dates using the rules your team defines and warns in advance; cross-checks parties against the portfolio before taking a matter; and assembles billing by matter from recorded time. Every check keeps its date.

Capacity without a server in the office

The document archive and the review tools keep growing, and a law firm should not be running servers. Capacity expands when needed, and backup stops depending on someone verifying it every week.

Who can see each file

Permissions are granted per person and per matter, not per folder, so each lawyer sees only what they are working on. Every consultation is logged with a date: if a client asks who accessed their information, the answer is on record.

The lawyer's desktop anywhere

The lawyer opens their desktop from the office, the court or home, with the same systems and no case file left on the laptop. A lost machine stops being a confidentiality breach and becomes just a lost machine.

Running the firm's systems

Document manager, matter system and email watched continuously, with incident handling and maintenance outside working hours. An outage on a filing deadline is resolved before it becomes a missed deadline.

Putting the firm's technology in order

We define what is modernised, what is integrated and in what phases, with each stage's cost visible and confidentiality as a design criterion. The output is a plan the partners can approve, not a purchase of disconnected tools.

Whether the firm can use AI on its case files

We review how the firm's knowledge is organised, how searchable the case file actually is, and what client confidentiality demands. It ends by saying what can be used now and what should be put in order before touching a client document.

Firm knowledge management

Makes what the firm has already written searchable: templates, opinions and its own precedents. The lawyer starts from what the house has already resolved instead of drafting from scratch what a colleague did two years ago.

Enforceable confidentiality and privilege

Professional privilege is upheld by demonstrating who could see each file, not by asserting it. Access is tied to the matter and the assigned team, with a queryable record of every look at a client document.

Best practices

How we ensure results in Legal Services.

01

Start with an assessment

Diagnose first and invest after: what is missing, what is urgent, and what it costs.

02

Build on what you already have

We work on your current systems, without replacing them.

03

Prioritize by impact

We rank the cases by what they save and by how easy they are to put in place.

04

Protected data, clear rules

Who can see what, a record of every access, and limits set from the start.

05

A person has the last word

Technology does the repetitive work; what needs judgment stays with your team.

06

Measure and improve

Indicators your committee reviews, so you can correct as you go.

Methodologies

The method behind our delivery.

Assessment, strategy, execution, and resilience, applied to the context of your industry.

Assessments

We evaluate readiness, maturity, and risk before we begin — view assessments.

Strategy & Architecture

IT strategic planning and enterprise architecture with TOGAF — see enterprise architecture.

Project execution

PMI, Scrum, and Design Thinking based on the challenge — agile projects.

Resilience

Continuity and recovery with DRP and BCP — view continuity.

Why SUMāTO

Experience that spans industries.

We have delivered across very different sectors—banking, government, healthcare, telco, retail, energy—and that cross-sector learning accelerates every project while reducing its risk.

9 years

Mission-critical operations in LATAM

Experience in regulated, highly complex sectors.

No fixed brand

The best technology for your case

We integrate the best technology from each manufacturer; we do not tie you to one brand.

One point of accountability

We answer for the outcome

From strategy to 24/7 operations, a single firm is accountable.

Portfolio

AI, data, automation, and security

Capabilities that combine to fit what each industry needs.

Across industries

What we learn in one sector serves another

What works in banking or telco accelerates healthcare, retail, or government.

On what you have

Without replacing your systems

It protects your investment and reduces the risk of every project.

Frequently asked questions

What people usually ask in Legal Services.

Does the AI decide for the lawyer?+
No. What it does is prepare the work: it reads the contract, points out what departs from the usual, and tells you which page it is on. You start reviewing where you used to start searching, and the decision stays yours. It also keeps a record of what the tool looked at, so you can check it.
Who can see our clients' information?+
Only the people you authorise, and matter by matter. We grant permissions person by person, encrypt the information, and keep a record of who opened each document and when. With our cybersecurity services we also define what information may leave the firm and what may not. If a client or an auditor asks, you answer with the record in hand.
Can deadlines be tracked automatically?+
Yes, and it is usually the first thing people notice. With automation the system works out the due dates using the rules your team sets and warns you in advance by email or whichever channel they already use. Follow-up stops depending on someone remembering, and every step has an owner and a date.
What useful information can we get from our own data?+
The kind that is answered by guesswork today. With analytics you can see what each type of matter returns, which clients cost more than they appear to, and how much work each person is carrying. With that you decide which cases are worth taking and how to share out the work, with numbers instead of impressions.
Do we have to change the software we already use?+
No. We work on what the firm already has: the document manager, the matter system, email, and signing. We replace nothing. That makes the rollout shorter and spares your team learning a new program, because they keep working where they always have.
Where do we start?+
By looking at how you work today. The AI readiness assessment reviews your documents, your processes, and your controls, and ranks the cases by how much each one saves and how easy it is to put in place. You end up with a prioritised list and a clear account of what it costs and what it returns.
Technology for this sector

How we solve for Legal Services.

What law firms and legal teams use most, and what each one is for.

Artificial Intelligence

reviewing contracts, summarising case files, and finding any document by what it says.

Automation

the contract end to end, deadline alerts, and time recording.

Cybersecurity

permissions per matter and a record of who consulted each file.

The concrete first step

AI Readiness Assessment

Before putting AI to work on confidential documents it is worth knowing whether your information and your controls are ready. That is what the assessment reviews, and it sets the order in which to tackle each case.

Go deeper

Legal Services, in depth.

The first step

Let's bring this to your Legal Services operation.

Book 60 minutes with us. We look at how your team works today and tell you where you would start saving time.

Book a 60-minute assessment