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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 that are 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.

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 it is filed with its expiry date recorded. At any moment you know which step it is on and whose desk it is on.

Deadline alerts

It works out the due dates using the rules your team defines — working days, local holidays, terms that are suspended — and warns you in advance by email or in the calendar they already use. Every alert is logged, so follow-up does not depend on someone remembering.

Conflict checks

Before taking on a matter, it cross-checks the parties involved against your client portfolio and against closed matters, and flags any conflict or relationship worth reviewing. The check is recorded, which is what you will be asked for if anyone questions it.

Which matters leave a margin

It 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 continuing to take on and what should be quoted differently.

How much work each person has

How many matters each lawyer is carrying, what stage they are at, and which fall due soon. It lets you assign new work with judgment, see who is overloaded before it shows up in the deadlines, and back a hiring decision with figures.

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 has had access to their information, the answer is on record.

Finding any document

Search by what the document says — a clause, a name, an amount — even if you do not remember which folder it ended up in or what it was called. The result tells you which matter it belongs to and which version it appears in, scanned documents included.

Templates and clauses kept current

A single library holding the templates and clauses the firm has approved, so everyone drafts from the latest version. When a clause changes it is updated in one place, and the two-year-old version stops circulating by email.

First contact with new clients

It takes the details from whoever gets in touch, by phone, email, or web: what has happened, which deadlines are already running, and what documentation they hold. It hands them to the lawyer in order and classified by area, so the first real conversation starts with context.

Answers for clients at any hour

It answers the questions that keep coming up — how is my matter going, which document is missing, when is the next date — by consulting the actual file. When a question calls for judgment, it stops answering and alerts the lawyer with the context of the conversation.

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 — learn more.

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 our own software and our partners'; we do not tie you to one vendor.

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

Book a 90-minute assessment