The law firm where files, deadlines and status are no longer maintained by hand.
Law firms carry a lot of administration around every matter: intake, conflict checks, file creation, inbound mail, status requests. MODUS turns that work into an operated workflow that works with your practice software and the beA mailbox and frees expert time for the case itself.
Where time is lost today
Enquiries, powers of attorney and documents arrive through every channel and must be captured by hand.
Inbound mail via beA, fax and email is reviewed, assigned and given deadlines.
Status requests from clients interrupt the day and require looking things up in the file.
Every brief starts with gathering facts, exhibits and prior work.
Workflows we start with
This is the target split the diagnostic verifies and the sprint builds. Every workflow starts in approval mode; the second column shows what stays with your team.
Client intake and file creation
Target: the systemCaptures the enquiry and the parties, prepares the conflict check, creates a structured file, requests power of attorney and documents.
Stays with youThe decision to accept the matter, the conflict check and the engagement.
Inbound mail and deadline preparation
Target: the systemAssigns incoming mail to the file, extracts data and deadlines, prepares the deadline entry with a pre-deadline.
Stays with youDeadline control and entry remain the firm's responsibility.
Status requests
Target: the systemAnswers questions about the state of proceedings from the file, drafts replies, recognises legal questions and forwards them.
Stays with youLegal advice, strategy and the client conversation.
Brief preparation
Target: the systemAssembles facts, exhibits, prior work and references, prepares an outline and draft sections.
Stays with youLegal assessment, wording and signature.
Billing preparation
Target: the systemCollects activities and expenses per file, prepares fee notes under the statutory schedule or the agreement.
Stays with youReview and approval of the invoice.
We work inside your systems
No new platform, no migration. The workflow is built around the tools you already use, for example:
- beA (the German lawyers' electronic mailbox)
- RA-MICRO, Advoware, Advolux
- DATEV Anwalt
- Document management and email
- Court portals and deadline calendars
- Client portals
What is not delegated
Legal advice, responsibility for deadlines, litigation strategy and signature stay with the lawyer. Confidentiality under § 43a BRAO and § 2 BORA and the GDPR set the limit of what is processed and delegated. The system prepares, sorts and follows up.
Other industries
- Tax advisorsDocument intake, completeness, deadlines and client communication as an operated workflow around your DATEV environment.
- Mortgage brokersDocuments per lender, completeness, lender queries, status updates and refinancing as an operated workflow.
- Insurance brokersClaims intake, portfolio maintenance, policy changes, annual reviews and documentation with your broker management system.
- Financial advisorsOnboarding, suitability and documentation, service cases, reporting and annual reviews as an operated workflow.
The first step
An operational diagnostic for one workflow: economics, participants, systems, constraints. Afterwards you know whether and how the transformation pays off.
Or by email: hallo@nicolaischmid.com