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LAW FIRM AUTOMATION & AI PIPELINES

Automate repetitive operations across Microsoft 365, email, SharePoint, Teams, and line-of-business apps with secure, auditable AI workflows built for law firms.

AKAVEIL helps law firms eliminate manual busywork with automation and AI pipelines. We build workflows with n8n and Microsoft's automation stack (Power Automate, AI Builder, Azure AI Document Intelligence, and Microsoft 365 document processing) to read and route documents, extract invoice fields, summarize emails, and trigger next steps across your firm while keeping security, permissions, and audit trails in place.

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100% Free Consult

24h Response

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No Obligation

  • FASTER OPERATIONS
  • HIGHER ACCURACY
  • SECURE BY DESIGN
  • MEASURABLE ROI

📞 Schedule Your Free Consultation

Our IT experts will contact you within 24 hours.

COMPREHENSIVE AUTOMATION & AI WORKFLOWS

DOCUMENT INTAKE → CLASSIFY → ROUTE

Automatically ingest files from Outlook, SharePoint libraries, web forms, or secure uploads; classify and route them to the right matter/team with consistent naming and metadata.

INVOICE EXTRACTION & APPROVAL FLOWS

Extract vendor, totals, and line items using AI invoice models and route for approvals. Integrate with accounting systems and notify Teams channels automatically.

EMAIL → TASK / TICKET / CRM AUTOMATION

Turn inbound emails into tasks, tickets, or CRM records with routing rules and AI summaries, with optional human approval before sending responses.

AI SUMMARIES, EXTRACTION & KNOWLEDGE PIPELINES

Create pipelines that summarize long PDFs, extract key clauses, generate matter checklists, and push structured outputs into SharePoint columns or case-management systems.

COMMON AUTOMATION CHALLENGES FOR LAW FIRMS:

MANUAL DOCUMENT ROUTING & VERSION CHAOS

INVOICE & BILLING ADMIN TAKES TOO LONG

EMAIL-TO-TASK & INTAKE IS INCONSISTENT

SECURITY, PERMISSIONS & AUDIT TRAILS ARE HARD

Our Process

1

DISCOVERY & WORKFLOW MAPPING

We map your current processes and identify automation wins with the highest ROI and lowest risk.

2

SECURITY & DATA BOUNDARIES

We align permissions, retention, and auditing in Microsoft 365 before automations go live.

3

BUILD, TEST & HUMAN-IN-THE-LOOP

We deploy a first set of workflows, test with sample data, and add approvals where needed.

4

MONITOR, IMPROVE & SCALE

We monitor outcomes, add new integrations, and expand automation coverage across departments.

Solve IT Legal Problems

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Cloud Practice 365 Pricing

Choose the plan that fits your firm. All plans are billed monthly and include managed support, security, and compliance features tailored for law practices.

Cloud Practice 365 Essentials

Ideal for small or hybrid law firms transitioning to the cloud with basic compliance and security.

$145 /user/month
  • Azure Cloud File Storage & SharePoint setup
  • Basic AVD Access (shared host pool)
  • Email Security: SPF, DKIM, DMARC configuration
  • Proofpoint Essentials or equivalent for spam/phishing protection
  • Endpoint Protection (EDR – CrowdStrike Advanced or Defender for Business)
  • Managed Patch & Updates (Windows, Office, 3rd party)
  • Cloud Backup (M365 + Endpoint)
  • Security Awareness Training (monthly simulations)
  • 24/7 Helpdesk & Remote Support
  • AKAVEIL Compliance Baseline: HIPAA/GLBA/ABA review checklist
RECOMMENDED

Cloud Practice 365 Professional

Best for growing firms that need better performance, advanced security, and managed compliance.

$195 /user/month
  • Includes Everything in Essentials, plus:
  • Microsoft 365 Business Premium Included
  • Dedicated AVD host pool (performance-tuned for legal apps like Clio, iManage, SoftPro, etc.)
  • Advanced EDR (SentinelOne Complete or CrowdStrike Falcon Pro)
  • MDR (24/7 threat hunting & SOC team)
  • ThreatLocker or Application Whitelisting
  • Full Microsoft 365 Compliance Center configuration
  • Quarterly Compliance Reports & Remediation Plans
  • Managed Microsoft Teams Voice (Business Voice or Direct Routing)
  • Priority Support with SLA
  • Quarterly Tech Review & Strategy Call

Cloud Practice 365 Elite

Built for firms that demand enterprise-level compliance, uptime, and full cloud transformation.

$265 /user/month
  • Includes Everything in Professional, plus:
  • AVD Private Environment (dedicated host pool per firm, SSD-backed performance)
  • Azure Active Directory Premium P2 (Identity Protection, Privileged Identity Mgmt)
  • Full SOC + SIEM Integration (Sentinel + SOC monitoring)
  • Proofpoint Advanced Threat Protection (URL/Attachment Defense)
  • Microsoft Purview Data Loss Prevention
  • Full Policy Documentation & Incident Response Plan
  • Compliance-as-a-Service (ABA, GLBA, and State-level frameworks)
  • 24/7 Phone Support + Assigned AKAVEIL vCIO
  • Annual Security Audit & Compliance Certification Assistance

Add-On: Microsoft 365 Copilot Readiness

Optional Standalone Service

$1,200 fixed engagement (one-time)
  • Data Readiness Assessment (SharePoint, OneDrive, Teams)
  • Security & Access Audit (permissions cleanup, sensitivity labels)
  • Copilot Enablement Report & Licensing Plan
  • Staff Enablement & Pilot Training (up to 10 users)
  • Recommendations for safe Copilot adoption in legal environments
  • Option to convert to ongoing Copilot Optimization service at $25/user/month

Optional Add-Ons

Customize plan & cost based on your practice needs

  • Nerdio AVD Performance Optimization Pack
    $15/user/month
  • Email Archiving & eDiscovery
    $5/user/month
  • Dark Web Monitoring & Breach Alerts
    $100/domain/month

AKAVEIL Support

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