Matter context
Work starts with the information already tied to the specific case, not a blank prompt.
How It Works
How ClauseBorne Works
Our legal workflow automation software turns the repetitive parts of legal work into a structured process, from the moment a client submits information to the moment an attorney approves the final output. Here's what actually happens at each stage.
The Short Version
A matter moves through six stages: intake, structuring, drafting, automation, review, and tracking. Information comes in once. It gets organized into a matter automatically. AI prepares a first draft from that matter and the firm's own approved language. Tasks and deadlines generate on their own. An attorney reviews and approves before anything is considered final. The whole process stays visible from one workspace.
That's the model. The rest of this page explains how each part actually works.
01
Step 1: Client Intake
A client submits information and documents through a form the firm has configured for that type of matter. This isn't a generic contact form. Fields, required documents, and follow-up questions can differ by practice area, so a personal injury intake doesn't ask the same things as an estate planning intake.
Everything submitted here becomes the foundation for the matter. Nothing needs to be re-typed later.
02
Step 2: Matter Creation
Once intake is submitted, ClauseBorne maps that information directly into matter fields. Names, dates, case details, and uploaded documents populate a structured matter without anyone manually entering data twice.
This step is what separates ClauseBorne from a form that just sends an email notification. The submission becomes a working matter, not a message someone has to act on manually.
03
Step 3: AI-Assisted Drafting
This is where most people ask the obvious question: what is the AI actually drafting from?
The answer is the matter itself, plus the firm's own approved precedent. ClauseBorne doesn't generate language from a generic model with no context. It pulls from clauses and templates the firm has already approved, combined with the specific facts of the matter at hand.
The output is a first draft, not a final document. It's meant to give an attorney or paralegal something to start from and edit, not something to send as-is.
04
Step 4: Workflow Automation
As a matter moves forward, ClauseBorne generates the tasks, deadlines, and assignments tied to that matter's stage. This runs on rules the firm defines, not a generic checklist applied to every matter type.
If a matter type always requires a document request at day three and a status check at day ten, that pattern becomes part of the workflow. Nobody has to remember to create those tasks manually every time.
05
Step 5: Attorney Review
Every workflow includes a review gate before critical work is considered complete. Drafts, decisions about representation, and anything involving legal judgment stop at this stage for an attorney to review, edit, or approve.
This isn't a minor feature. The American Bar Association's Formal Opinion 512 addresses the professional duties attorneys carry when using generative AI, including competence, confidentiality, supervision, and candor. ClauseBorne's review gates exist specifically so AI-assisted work stays inside that framework rather than skipping past it.
06
Step 6: Matter Tracking
Throughout the process, the matter's status is visible in one place. Attorneys, paralegals, and administrators can see what stage a matter is in, who's responsible for the next step, and where things are moving slowly.
This replaces the usual alternative: checking email threads, spreadsheets, or asking a colleague what's happening with a particular case.
What Makes This Different From a General AI Tool
A general AI chatbot waits for someone to paste in context and write a prompt. It has no memory of the matter, no awareness of the firm's workflow, and no built-in point where a human has to sign off before something moves forward. ClauseBorne is built around three things a standalone AI tool doesn't have:
Workflow awareness
The system knows what stage a matter is in and what should happen next.
Review gates
Nothing critical moves forward without a defined point of attorney approval.
AI prepares the work. Attorneys make the call.
Security and Confidentiality
Legal work involves information that can't be handled casually. ClauseBorne is built with that as a baseline requirement, not an add-on.
- Data encryption
- Role-based permissions
- Firm-isolated workspaces
- Audit history
- Secure document handling
Getting Started
Firms don't need to automate everything on day one. Most start with a single repetitive workflow, commonly intake or first-draft preparation, get it running, and expand from there once it's working the way they expect.
Step 1: Pick one workflow
Something the firm already does often, like new matter intake.
Step 2: Map the current process
Fields, documents, approvals, and handoffs as they work today.
Step 3: Configure it in ClauseBorne
Turn that process into a repeatable workflow.
Step 4: Run it with review
See what changes before automating the next one.
See How It Would Work for One of Your Matters
Bring us a workflow your firm runs regularly, and we'll show you what it looks like structured, automated, and attorney-reviewed in ClauseBorne.
Frequently Asked Questions
How does ClauseBorne's AI generate drafts?
It uses matter data collected during intake combined with the firm's own approved clauses and templates, rather than generating language from scratch with no context.
Does ClauseBorne replace the need for attorney review?
No. Every workflow includes a review stage where an attorney checks and approves substantive work before it's considered final.
Can workflows be customized by matter type?
Yes. Fields, documents, tasks, and review steps can differ depending on the type of matter.
What happens between intake and matter creation?
Submitted information is mapped directly into matter fields, so a structured matter exists without manual data entry.
Is client information secure during intake and drafting?
ClauseBorne uses encryption, role-based access, and audit history throughout the process.
How long does it take to set up a workflow?
Most firms start with one workflow, which can typically be mapped and configured in a matter of weeks.