Document and Workflow Automations

  • Boost Firm Productivity: Free your team from repetitive tasks. Automate document generation and workflows to slash turnaround times, allowing your attorneys to focus on high-value legal strategy and billable work.
  • Eliminate Costly Errors: Protect your firm’s reputation and reduce malpractice risk. Automation ensures flawless accuracy and consistency across all documents, eliminating embarrassing typos and critical compliance mistakes.
  • Preserve Your Know-How: Turn your firm’s expertise into a lasting asset. Embed the knowledge of your top attorneys into intelligent templates, empowering your entire team to produce high-quality work consistently.

Working with Gray Paper

How does your data flow?

Gray Paper helps you streamline process from intake to practice management to document generation.

Full Workflow Animation

Meeting Scheduled

An initial consultation with has been scheduled for .

Engagement Letter

This letter confirms that has retained our firm regarding their case.

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Baby Steps

We like the small projects just as much as we like the big projects. In fact, we encourage most of our clients to start small; build an intake form, automate your retainer agreement…and so on. Not only is this more economical, but we also learn from one another about how to most efficiently get you and your team up and running with the tools that will save you valuable time. We celebrate incremental, marginal gains that add up to happy returns.

We’re a legal team and we understand the critical importance of maintaining confidentiality and privacy of your data. We operate through a client portal where we can securely communicate and share documents. There is no charge for access to the portal.

Work Product

(samples from our blog)

Prompt Variables
This proof of concept video demonstrates a nice blend of conventional document automation and generative AI. A prompt variable is just a placeholder within you document template for text …
Doc Auto Glossary
We tend to toss around terms like 'forms' and 'templates' as if they were interchangeable. In fact, these documents serve unique purposes. Here’s a short glossary of how we …
MLM Non Engagement Guide
This quick workflow generates a customizable declination letter. We used Minnesota Lawyer Mutual's (MLM) No Engagement Guide and included their notes. We built this on the Empire Builder on …
Hallucination Viz
We put together a quick visualization of Hallucination Cases using Damien Charlotin's data. I maintain that citing to hallucinated cases is first, a violation of the duty of tech …
Automating Handwritten Notes
I still take handwritten notes. I make lists. I like to cross items off my list. Good for me, less good for my team who has a stake in …
Survey: Formatting Rules
Among benchmarking concerns, librarian smackdowns, and fines for hallucinations, I fear I sometimes fail to take advantage of 'good enough' solutions. I share this internal tool to demonstrate why …