Who was supposed to answer?
When messages, deadlines, and tasks become scattered, a change of responsibility may require rebuilding the history.
LAW OFFICES AND LEGAL DEPARTMENTS
Technology for Advocacy
More time for the legal department. More control over the operation.
We integrate your office systems, develop applications, and apply artificial intelligence (AI) to customer service and document retrieval, using criteria defined by your team.
Consulting, implementation, and support using the tools you already use.
A CONNECTED OPERATION
Context follows demand.- Customer Service
- Documents
- Responsible
Situations in which we can help.
The work is progressing. The information needs to keep up.
Which version is valid?
If minutes and guidelines circulate in multiple versions, organizing sources and permissions helps the team find the correct reference.
Can we trust this status?
When the same data needs to be re-entered, integrations and indicators can help to check for pending issues and monitor the work.
FROM ENTRY TO REFERRAL
Each request has its own context, responsible party, and next step.
An example of how we organize the processing of a request. The rules and integrations are defined with the office.
Contact received
Channel and recorded history
Assisted triage
Subject and documents identified
Team validation
Scope and priority assigned
Next step
Responsible party and task defined.
WHAT FOLLOWS WITH THE DEMAND
- Subject
- Contractual analysis
- Documents
- Linked attachments
- Responsible
- Advisory team
- Next action
- Check documentation
Automation handles the preparation and forwarding. Legal review and deadline validation remain with the responsible professionals.
BYTEBIO'S WORK
Integrations, AI, and applications at the service of your team.
Consulting defines priorities and feasibility. Implementation connects tools and delivers the combined applications. Support monitors usage, troubleshoots, and the evolution of what was contracted.
Continuous service
We organize the CRM (customer relationship management) system and connect it to the office's service channels and systems. AI can classify requests and prepare responses according to criteria defined with the team.
The team takes over the conversation with the history and associated documents already in place.
Accessible documents and knowledge
We organize sources, versions, and permissions. Assisted querying of the internal database helps find templates, clauses, and procedures, indicating their origin and review by the team.
An approved template can be located without depending on who knows which folder it's in.
Applications and data for management
We build custom applications, such as a portal for receiving documents or tracking requests. We integrate tasks and finances and organize indicators with identified sources, according to the available interfaces and permissions.
A portal can display the authorized status to the client, while the same data feeds into internal reporting. This is a possible use case, defined in the project.
CONTROL AND CONFIDENTIALITY
The right information, for those who can access it.
Governance means defining who has access, who validates, and what is recorded. This design is incorporated into the project from the very beginning.
What can AI do?
We classify requests, locate authorized content, and prepare responses for review. We define the limits of each use and the appropriate course of action when information is missing.
What happens to sensitive documents?
We mapped permissions by profile, required data, and access logs. An AI database needs to respect these same rules, including when retrieving document excerpts.
Do I need to change the systems I'm already using?
The switch is not a requirement. We evaluate the integration interfaces, access, and usage conditions of each tool. When there is a limitation, we present the impact and alternatives before defining the delivery.
What if an integration fails?
The project includes logging, alerts, and exception handling according to the scope. This allows the team to identify what hasn't been processed and ensure it can be resumed.
Internal base / Advisory
Contract template
- Version
- Approved by the team
- Access
- According to the profile
- Source
- Reference document
Assisted consultation with source and history.
EXPERIENCE THAT SUPPORTS THE METHOD
A well-organized foundation comes before a good response.
In a published project, the Bytebio It organized dispersed sources, defined those responsible for the content, and connected the AI to the structured database. This attention to information also guides the design of a legal operation.
CASE BYTEBIO · TECHNOLOGYKnowledge management for AI: how to structure the foundation before the chatbot.
Read the full case study. This is a case study from a technology company. It is not presented as an implementation in a law firm.To delve deeper
- KNOWLEDGEDocumenting is key to avoiding dependence on key people.
- APPLIED AIThe role of governance in AI projects.
WHERE TO BEGIN
What task takes up most of your team's time today?
It could be screening, document control, or report consolidation. Let's understand the scenario and define a viable first approach.
Chat with the BytebioTell us which systems you use and where your work gets stuck.
- 01
Understanding the routine
Sources, responsible parties, systems, and points of information loss.
- 02
Validate an initial approach.
Scope defined and criteria agreed upon with the team.
- 03
To follow and evolve
Real-world use, indicators, and adjustments in operation.