Law Firm Workflow Automation

Boutique Bankruptcy and Estate Planning Law Firm Workflow Automation

Take on more bankruptcy & estate planning matters without adding headcount.

Aretech builds law firm workflow automation on the software you already use. It chases client documents, captures intake once, and drafts from your own templates.

Get My Free Workflow Map Free. The map is yours, even if you never hire us.
  • Attorney reviews

    every draft before it leaves

  • You own

    everything we build

  • Built on

    your current software stack

  • No seats,

    no subscriptions, no renewals

The Problem

Your Team Isn't Slow. Your Workflow Is.

Can't get the work out? It isn't your people. It's the work around the law, and it caps your caseload.

  1. Documents arrive late, blurry, or not at all.

    Your team chases pay stubs, bank statements, and tax returns, then renames IMG_1794 by hand.

  2. Facts get typed three times.

    Intake, practice management, then petition or drafting software.

  3. Every draft starts from scratch.

    And you proofread every line.

  4. You have the tools. They just don't connect.

  5. Everything waits on you.

    Your weekends included.

Retained cases stall, plans wait, and your fees wait with them. On a flat fee, every extra hour comes out of your margin.

Why the Usual Fixes Don't Stick

Each one leaves the real problem in place.

  • Another hireAdds hands to the same hand-offs, and what they learn leaves when they do.
  • More law firm automation softwareOr a practice-management add-on, adds another login and another bill.
  • A no-code automation toolBreaks quietly when a step changes. Nobody notices until something slips.
  • An AI automation agency on a monthly retainerBills you every month, and few spell out who owns the build.

The problem sits between your people and your tools. That's the part we build.

The Same Week, With and Without Aretech

Your attorney still approves everything. The repeat work runs itself.

Your WeekWithout AretechWith Aretech
Client documentsChased one call and one email at a timeChased in your wording until they arrive, checked and named
IntakeTyped into three systemsCaptured once, carried everywhere it's needed
First draftsCopied and pasted into your templatesAssembled from your templates, ready for attorney review
Your softwareThree tools, three versions of each clientOne source of truth across the tools you keep
Your roleAnswering repeat questions and checking hand-offsReviewing and deciding, the work only an attorney does
GrowthCapped by who you can hire and trainMore matters through the same team
Client documents
Without AretechChased one call and one email at a time
With AretechChased in your wording until they arrive, checked and named
Intake
Without AretechTyped into three systems
With AretechCaptured once, carried everywhere it's needed
First drafts
Without AretechCopied and pasted into your templates
With AretechAssembled from your templates, ready for attorney review
Your software
Without AretechThree tools, three versions of each client
With AretechOne source of truth across the tools you keep
Your role
Without AretechAnswering repeat questions and checking hand-offs
With AretechReviewing and deciding, the work only an attorney does
Growth
Without AretechCapped by who you can hire and train
With AretechMore matters through the same team
The Build

The Busywork, Handled. Your Judgment, Untouched.

Aretech builds custom AI automation for law firms as three workflows on the software you already run. Each one ends with a person approving the result.

Stop Chasing Documents

Each client gets a checklist and a guided upload. The chase spots what's missing, wrong, or out of date and reminds clients by text and email, in your words. Your reviewer approves the checked set before the attorney sees it.

Approved byYour reviewer

Capture Intake Once

The client's answers, documents, and consult notes are captured once and carried into your practice-management system and drafting inputs. Staff review every submission, and attorney-only questions stay with the attorney.

Approved byYour staff

Draft From Your Own Templates

First drafts assemble from your templates, under rules your attorneys write. No AI writes legal language, and the attorney approves every draft.

Approved byYour attorney

Built for Bankruptcy Firms

The bankruptcy build works around your pre-filing team, from document gathering to the documents your team sends the trustee before the 341 meeting. It carries the Chapter 7 and Chapter 13 files your team prepares.

Built for Estate Planning Firms

From the design meeting to the signing, your client's online questionnaire answers fill your own will and trust templates. Your attorney reviews every draft before it goes out.

The Foundation

How It Works: One Source of Truth First

Most legal workflow automation starts with the workflows. Every Aretech build starts underneath them, and you keep your software.

LAYER 01

Data Layer

One source of truth across your practice-management system, intake, drafting or petition software, and storage.

LAYER 02

AI Agents

Custom software that reads documents and follows your written rules. It never guesses, and it sends anything uncertain to a person.

LAYER 03

Automated Workflows

They run the steps in order and stop at your attorney's desk.

The Result

What You Get Back

More cases, same team.

The hours spent chasing, retyping, and assembling go to the next client.

More profit from every flat fee.

A Chapter 7, a Chapter 13, or an estate plan pays the same fee. Fewer hours in each matter means every hour earns more.

Your weekends back.

The repeat steps run without you.

Cleaner files.

Facts entered once and agents that never guess eliminate the avoidable errors retyping creates.

An asset, not a subscription.

You own the system outright.

Client Voice

In Our Client's Words

Before Aretech, nearly every part of our technology felt harder than it should have. Our automations did not work reliably, our intake form was not saving information correctly, and our website had become a jumble of disconnected, "vibe-coded" pieces. We also did not have a trusted resource we could turn to for IT support and practical advice about technology. These problems took time away from our work and left us unsure how to make lasting improvements.

Sarah Rockwell, client testimonial
Control

Built So You Stay in Control

Small firms have good reason to be careful with AI. Only 30.2% of respondents' offices used AI-based tools, and use was lowest in the smallest offices, per the ABA 2024 Artificial Intelligence TechReport. Accuracy (74.7%) and data privacy and security (47.2%) led the concerns. Every build answers both.

  • Your attorney approves every output.

    Your reviewer approves each document set, staff review every intake, and the attorney approves every draft. Nothing signs, files, or decides anything legal.

  • Nothing goes live until you say so.

    Every automation starts as a pilot that only proposes, running beside your live systems. You see working software in weekly demos.

  • You own everything we build.

    The code, data, workflows, and documentation are yours, with no seats or subscriptions. Your staff change reminder wording, timing, and document lists without a developer.

Co-founders Pratyush Raman (CEO) and Jihad Iqbal (CTO) lead the team. It brings experience from Amazon, MIT, and Y Combinator-backed startups and works alongside practicing attorneys with over 25 years of experience. Meet the team behind the builds.

Made for Boutique Firms Like Yours

  • You run a boutique consumer bankruptcy or estate planning firm.
  • You're the owner-attorney, managing partner, or operations lead, and the work outgrows your team's hours.
  • You want to keep your software, own what's built, and approve everything that leaves the firm.
The Process

Start With a Free Map of Your Workflow

You commit to nothing until you've seen your own workflow on one page.

  1. Get your free workflow map. Your process, your software, and the one bottleneck to fix first. The map is yours to keep.
  2. Get a plan you keep. What gets built, in what order, and on which systems.
  3. Watch it get built. Working software every week, in 4 to 8 weeks plus testing and quality checks.
  4. Take ownership. The system and its documentation.
  5. Keep it running. Defect fixes for up to 60 days, set per engagement, with ongoing support if you want it.
Get My Free Workflow Map Free. The map is yours, even if you never hire us.

Every step is laid out in how custom law firm automation projects work.

Questions

FAQs

What Does It Cost?

Every build is priced to its own scope, once we've seen your process. It's a one-time build you own, with no seats, subscriptions, or renewals. You pay your AI model provider directly, and you see the full cost in your technical plan before anything is built.

Is the Workflow Mapping Session Really Free?

Yes. You leave with a map of your workflow and the first thing to fix, and it's yours even if you never hire us. We check what your current software can actually do, and we don't quote a price in the session. Bring your partner, and everyone gets the map.

Isn't a Custom Build Overkill for a Firm Our Size?

No. We build for boutique firms and start with the one workflow that costs you the most hours. Each piece is signed off before the next one starts.

Will It Work With the Software We Already Use?

Yes. We build the connection to the practice-management, intake, storage, and petition or drafting software you run, such as Clio, Lawmatics, or Microsoft SharePoint. Your team keeps working in the tools it knows.

Can Law Firms Use AI on Client Files?

Yes, within the duties you already carry. Skipping "an appropriate degree of independent verification or review of its output" could violate the duty of competence, per ABA Formal Opinion 512. Supervision stays yours under ABA Model Rule 5.3, even when the AI comes from an outside provider. Every build keeps a person approving every output, and the AI never writes legal language.

Where Does Our Client Data Go?

The system lives in your firm's own cloud account. Hosted AI models do the AI work, so the documents the agents read pass through the model provider's API. Each firm's data stays separate and trains nothing, and the build can't overwrite or delete your files. Every safeguard is set out in law firm automation data security.

What Happens to My Staff?

They stay, and they stop doing the repeat work. Their day moves from chasing and retyping to reviewing and helping clients, inside the tools they already use.

What if Something Breaks After Launch?

We fix it. Defects are covered for up to 60 days, set per engagement, and integration failures or new software come back to us. Ongoing support is optional, and the system never needs it to keep running.

We've Been Burned by a Developer Before. Why Is This Different?

You start with a free map, not a contract. You see working software every week, and nothing goes live until you approve it. At the end, you get the code and documentation, not a login.

Can't We Build This Ourselves?

You can. We add bankruptcy and estate planning practice depth, review points, and guardrails in the code. You also get documentation your own developer can take over, and a working system in weeks.
Your Next Step

See Where Your Hours Go

In one free session, you walk away with:

  • A map of how work moves through your firm today
  • The new workflow, layer by layer
  • The one bottleneck to fix first
  • A check of what your current software can actually do
Get My Free Workflow Map Free. The map is yours, even if you never hire us.
Due Diligence

Choosing an Automation Partner

Ask any partner, INCLUDING US, the hard questions before you sign.