MANUAL
time required
AI
time required
AI workflow: File summary/weekly update – File → Client status report in law firm quality
Introduction
Clients want clarity: What happened? Where do we stand? What are the next steps? In law firms, updates are often created "on the side"—from several documents, emails, and phone calls. This takes time and is inconsistent when several people are working on the case. Even if a colleague needs to quickly familiarize themselves with the file, this workflow offers great added value.
use case
IURIO creates a structured update at the touch of a button:
Background & Objective
current status
Risks/Blockers
Next steps + required input from the client
Optional: "What we accomplished this week" (for transparency)
Why it works better with IURIO DMS
Everything is in the file: documents, communications, versions—the context is complete.
Team player: Partners, associates, and candidates work with the same, up-to-date information.
Private AI – secure for client data: Updates often contain strategy, risks, and negotiation lines.
procedure
Select mandate (period: "last week/last month")
IURIO generates update draft (structured)
Lawyer reviews, sets priorities, removes/adds details
Shipping + filing as status document in the DMS
time saving
Manual: 30–75 minutes (gathering information, writing, checking)
With IURIO: 8–18 min review + fine-tuning
Savings: 20–60 min per update (with regular updates: calculable ROI)