Operating question
Where does the workflow lose value?
Bring one workflow where inquiries, requests, approvals, or reporting lose time, context, or accountability.
What You Get First
A concrete deliverable, not a vague recommendation.
Candidate workflows
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Client intake, qualification, and matter/request summaries
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Proposal, SOW, and service kickoff drafting support
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CRM hygiene, relationship notes, and follow-up reminders
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Document and knowledge retrieval with source citations
Production path
We configure, connect, or build the right controlled solution, prove it against acceptance measures, and prepare the team to own the change.
Explore the Production SprintCommon Workflow Problems
Start where the manual work is already costing time, speed, or visibility.
Workflow signal
New client inquiries need qualification, context gathering, and a clean handoff before high-value team time is used.
Discuss this workflowWorkflow signal
Relationship notes, proposal next steps, and business development follow-up live in inboxes, meetings, and memory.
Discuss this workflowWorkflow signal
The firm needs a build-ready plan before automating sensitive client, document, knowledge, or delivery workflows.
Discuss this workflowWorkflow signal
A recurring research, reporting, intake, CRM, or admin job needs ongoing support after the first workflow is defined.
Discuss this workflowWorkflows Lasso Automates
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Client intake, qualification, and matter/request summaries
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Proposal, SOW, and service kickoff drafting support
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CRM hygiene, relationship notes, and follow-up reminders
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Document and knowledge retrieval with source citations
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Client or management reporting automation
Why Teams Trust It
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Human review before client-facing advice, scope, pricing, filings, or commitments
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Sensitive client data requires approved storage, vendor, and access controls
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AI drafts, retrieves, and summarizes; your team keeps judgment and accountability
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Firm templates, standards, source documents, and prior examples guide outputs
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Designed for delivery leverage without commoditizing the firm's client work
ENGAGEMENT PATH
Put one workflow into production. Then expand what works.
When the workflow, owner, access, and measurable result are clear, Lasso starts with a focused Production Sprint. Other structures fit different operating and economic conditions.
$40K-$75K
01 · Production Sprint
Put one tightly scoped workflow into production in 4-6 weeks, with integrations, controls, acceptance, rollout, and training.
Review the Sprint$25K-$50K minimum + performance economics
02 · Outcome Partnership
Align part of the commercial structure to attributable recovered revenue, savings, margin, or transaction economics.
Discuss this structure$25K-$75K implementation + $10K-$25K+ / month
03 · Managed Workflow
Build and operate a defined workflow with accountable monitoring, exceptions, reporting, and improvement.
Discuss this structure$30K-$75K+ / month
04 · AI Operating Partner
Continuously transform high-value workflows over a 3-12 month operating horizon.
Discuss this structureSYSTEMS
Designed for real operating environments.
CRMemaildocument managementshared drivespractice toolsproject management toolsbilling systems
Decision questions
Why start with one workflow?
A defined workflow creates a measurable baseline, clear ownership, practical access requirements, and a production result the business can evaluate.
What if production cannot be scoped responsibly?
A $20K-$35K Workflow Scan can establish the baseline, economics, controls, feasibility, and production plan before implementation.
What happens after a successful Sprint?
Lasso can expand the build, operate the workflow as a Managed Workflow, structure an Outcome Partnership, or serve as an ongoing AI Operating Partner.