Industries · Legal
Legal operations, coordinated.
Matter intake, conflict checks, document classification, time capture, and approval routing inside the firm.
One new matter touches four systems and three inboxes before the engagement letter goes out.
Clio or MyCase for practice management. iManage or NetDocuments for the documents. Outlook for the decisions, and a time and billing system nobody updates in real time. The tools are fine. The coordination between them is where billable hours leak.
The operating model
Every record enters once. The layer does the walking.
Today each of these systems is wired to the others by a person: re-keying, forwarding, chasing. Navon sits underneath as one coordination layer. A matter inquiry, a pleading, or a time entry enters once, routes itself, and lands in the system that owns it, with the hand-offs logged.
Your systems stay. The re-keying goes.
How the matter moves
The matter lifecycle.
Inquiry to invoice. Five stages that today sit in five systems, owned by five people, updated by hand.
With Navon, one record carries the matter end to end. This is where we start.
Advisory-led
What an engagement deploys in legal.
An operational audit comes first. From the findings, we deploy a scoped mix built for how the firm runs: routed intake, automations, and managed AI agents, each working inside an approval path.
- Intake from email, web form, or referral; clients and staff install nothing
- A scoped mix of automations, routed intake, and managed agents, each with a named owner
- Clio, MyCase, iManage, and NetDocuments stay the systems of record
Advisory engagements are live across legal operations today. The platform extends here by design.
Six workflows we automate first.
Identified by the teams running the work today. Each one replaces something a person is doing manually. We build them as discrete engagements, in priority order. Pick one to see it as it runs.
Matter intake routing
New matter inquiries arrive via email, web form, and referrals. Navon classifies the practice area, runs the initial conflict screen, and routes to the responsible partner with the relevant context attached.
ReplacesInbox triage and partner forwards
Advisory leads. Automations do the work. The platform hosts it.
For legal specifically, here is what each practice line looks like.
We start inside the matter flow.
Time with partners, paralegals, and the firm administrator. Walk-throughs of intake, conflict screening, document filing, time capture, and approval chains. Written findings, phased plan, ethics review, partner sign-off before anything gets built.
Intake, classification, capture.
Matter intake routing. Conflict pre-screening. Document classification across pleadings, contracts, discovery, and correspondence. Time capture from email and calendar. Each one scoped discretely, sequenced by what moves the most billable time back into the day. Where the work justifies it, managed agents carry a flow end to end, always inside an approval path with a named owner.
The layer it grows into.
As the automations compound, the platform consolidates them into one governed layer: matters, documents, time entries, approvals, and conflict records in one place with structured ownership, and Nova, the operations assistant, working inside it. It is live in construction operations today and architected to extend here. Runs in your cloud, your VPC, or fully local. Your existing systems stay.
See where this lands inside your firm.
A legal-specific intake. Five minutes, straight answer.
Legal-specific questions.
The operational questions law firm buyers ask before the first call.
How do you handle privilege and confidentiality?
Does this replace our practice management system?
Can it actually run conflict checks reliably?
What about document retention and discovery obligations?
What does the first engagement usually look like?
Where does our data live?
Ready to see this inside your firm?
Start with a conversation. We walk through how your firm runs today and where the gaps are worth fixing first.