How Conyers Transformed Legal Automation

Law firms invest in document automation to reduce manual work, improve accuracy and free up time for higher-value legal tasks. But success is rarely about the platform alone. It all comes down to how the technology is set up, supported and maintained.

Conyers, the global offshore law firm, brought us in to support their migration to a leading document automation platform and take a more strategic approach to automation.

We spoke to Jessica Craigs, Senior Knowledge Specialist to learn more:

Why legal automation hadn’t delivered yet

Their previous installation was hindered by not having a central strategy. Templates had grown organically across teams with inconsistent logic and formatting. Lawyers didn’t feel confident using them, and there was no clear plan for support or maintenance.

The new platform provided a better fit for Conyers, and enabled them to integrate with internal systems and create templates lawyers could actually use. We worked closely with Jessica and the team to:

Identify which documents were genuinely worth automating
Rebuild templates with consistent structure and clear logic
Align the process with how lawyers actually work
Provide hands-on support through scoping, testing and rollout

“Having fresh ideas about what documents were right for automation and what wouldn’t work made a real difference”

Jessica Craigs, Senior Knowledge Specialist

Building confidence across the firm

One of the biggest challenges was visibility of the automated templates.

We supported Conyers best practice ideas for getting engagement, such as:

Identifying champions across departments
Sharing regular updates and usage stats
Building confidence with targeted demos and feedback sessions

The result was real uptake. Lawyers started using the templates and asking for more.

Jessica now leads the automation but still has support when she needs it. This flexible, “phone-a-friend” service makes the difference. A reliable way to get unstuck, without adding unnecessary process.

The training support has been ongoing. And when we get stuck, it’s just invaluable having someone who knows what they’re doing.”

Smart integrations that saved serious time

One of the most innovative parts of the project was how Conyers integrated their automation tool with their client and staff databases. The automation pulls curated data directly into templates, saving time and reducing risk.

“Now that setup work is done, I use one master document all the time. It connects to our client database and speeds everything up.”

For one company, we had over 200 shareholders. That would have taken hours. Now it takes less than a minute. We use the integration across a lot of our templates and it’s been a great success.

They even integrated with Active Directory to pull in staff details including contact information as well as jurisdictional nuances saving time and improving consistency across templates, no matter the location.

Scaling through small, well-chosen wins

Conyers started small. A high-volume corporate resolution was a clear first template choice as it was widely used, easy to test and delivered clear time savings.

From there, momentum grew.

Automation expanded across corporate, finance and trust documents
SQL-integrated workflows helped pull in structured data
A clear maintenance process was put in place for the knowledge team to manage

They even tackled large-scale projects using data sheets. One recent use case involved generating 99 separate outputs from a single template for mass incorporations. That task, which would have been mind-numbing to complete manually, was done in a fraction of the time just by importing the data.

I don’t need people to understand the tech. I just need them to press a button.

Practical lessons for legal teams

This project wasn’t just about switching platforms. It was about fixing the setup, supporting the people doing the work and creating a structure that could scale.

Here’s what made the difference:

A strong platform only delivers value when implementation is done right
Clear ownership and visibility across the firm are essential
Ongoing support matters when things get complex
You don’t need to automate everything to prove success

We help firms like Conyers make automation work in practice. Whether you’re starting from scratch or rethinking something that hasn’t quite landed, we’d be happy to help.

FAQs

What does an automation migration actually involve?

We look at what you already have and how people use it day to day. Then we move what’s worth keeping, fix what isn’t working, and set the new platform up properly from the start. The aim is a smooth changeover, without stopping fee earners getting their work done.

Is this just about moving systems, or something bigger?

It’s bigger. Moving platforms is the easy part. The real value comes from deciding what automation should do for the firm and what’s worth automating first. We help you make those calls, so the new system earns its keep.

Will this work for a global or offshore firm like ours

Yes. We’re used to working with firms across regions, teams, and time zones. We keep things practical, respect local differences, and make sure the setup works for everyone, not just the head office.