WebisoftWebisoft

Legal Practice Efficiency

AI Integration Proposal

A phased engagement to remove the throughput ceiling on the practice — turning manual document handling and probate accounting into a secure, review-controlled AI workflow.

Prepared for

Steven Ledbetter

Prepared by

Webisoft

Date

April 2026

How it fits together

Secure, review-controlled workflow

Box.com intake

01

Client files arrive securely

Private AI layer

02

Classify, extract, summarize

Human review

03

Attorney / paralegal approval

PracticePanther

04

Structured output to matter

Section 01

The business case

Executive Summary

Your practice has strong marketing, a growing client base, and a team that knows how to close. The constraint is throughput.

Manual document handling, repetitive data extraction, and time-intensive probate accounting are creating a ceiling on how many cases your team can carry at once.

Webisoft proposes a phased engagement to remove that ceiling, with three options depending on how far you want to move forward.

Manual document handling

Paralegal hours sorting and summarizing client documents — death certificates, financial disclosures, account statements.

Time-intensive probate accounting

Probate accountings built manually from bank statements — a process that currently takes days.

Repetitive data extraction

Pulling the same fields from the same kinds of documents, over and over, by hand.

Section 02

From the discovery call

What We Heard

The sharpest pain points raised during our discovery call:

01

Paralegal hours consumed by document triage

Sorting and summarizing incoming client documents — death certificates, financial disclosures, account statements.

02

Probate accountings built by hand

Built manually from bank statements, a process that currently takes days.

03

No bridge between intake and the firm's tools

Document intake has no automated connection into PracticePanther or Box.com.

04

Hard requirement for data security

Client confidential data cannot touch public AI platforms.

Section 03

Three ways to move forward

Engagement Options

Pick the path that fits where you want to start. Base de-risks the decision. Standard ships one workflow live in 90 days. Deluxe embeds Webisoft as your firm's AI team.

Base

Option 1

AI Workflow Mapping

The low-friction way to get clarity before committing to a full AI build.

$5,000

2–3 weeks · fixed fee

What's included

  • Review of current estate planning and probate workflows
  • Mapping of document intake, probate accounting, and asset chart processes
  • Identification of automation opportunities ranked by effort vs. impact
  • Prioritized AI roadmap
  • Secure architecture recommendation
  • Box.com and PracticePanther workflow recommendations
  • Fixed-scope implementation plan ready for execution

Outcome

A concrete AI blueprint: what to automate first, how it should work, what systems it connects to, and where the ROI comes from.

Credited forward

If you move to Standard after Discovery, the $5,000 is applied toward your first workflow build.

StandardRecommended

Option 2

AI Workflow Buildout

The most practical first move to reduce manual work and get a working AI system live.

$20,000/ workflow

90 days

What's included

  • Complete AI workflow mapping
  • Secure AI architecture and private processing environment
  • Build and deployment of one selected automation workflow
  • Testing and tuning with actual firm documents
  • Attorney/paralegal review process integrated
  • Box.com routing or PracticePanther-ready structured outputs
  • Team training and handoff
  • Expansion roadmap for future workflows

Outcome

A working automation system live in 90 days, with your team trained and ready to use it.

Discuss Standard
Deluxe

Option 3

Embedded AI SWAT Team

Webisoft becomes your dedicated AI SWAT team, bringing AI across the entire firm — not just one workflow at a time.

$20,000/ month

3-month minimum

What's included

  • Ongoing workflow discovery and process mapping
  • Continuous AI automation development
  • AI implementation across estate planning, probate, intake, operations, and administration
  • PracticePanther workflow automation
  • Box.com document automation
  • Secure AI processing environment
  • Reporting dashboards and operational visibility
  • Priority support, iteration, and edge case handling
  • Continuous improvement based on team feedback

Embedded team

  • 1full team AI specialist
  • 3participating AI specialists
  • 1participating operations / project lead

Outcome

Webisoft operates as your firm's AI SWAT team — continuously finding opportunities, building solutions, and deploying AI wherever it can reduce manual work, increase throughput, and improve operational efficiency.

3-month investment

$60,000 total

Available workflows

Standard picks one. Deluxe expands across both.

A

Workflow A

Intelligent Document Processing

Input

Client documents

Output

Routed review packet

  • AI classification of incoming client documents
  • Metadata extraction from death certificates, bank statements, deeds, and financial disclosures
  • AI-generated summaries for paralegal review
  • Box.com folder routing
  • Secure private processing

Outcome

Document intake moves from manual sorting to an AI-assisted review process where the team approves outputs and handles exceptions.

B

Workflow B

Probate & Estate Planning Automation

Input

Statements and matter data

Output

Draft accounting package

  • AI-assisted probate accounting from bank statements
  • Automated asset disposition charts
  • Estate planning document summarization
  • Attorney/paralegal review workflow
  • Structured outputs ready for internal review

Outcome

Probate accounting and asset chart preparation move from days of manual work to AI-generated drafts ready for review.

Section 04

Proof and trust

Why Webisoft

Case study

Medicaid case automation

We have done this before. Our Medicaid case automation project reduced document processing from 20 hours to 30 minutes using the same underlying approach: OCR, AI classification, and automated routing into a case management system.

Before

20 hrs

After

30 min

Same pattern, applied to your practice

OCR, classification, and routing — adapted for estate planning and probate documents, with attorney and paralegal review built in.

Right tool for each task

We work with multiple AI providers — Google, OpenAI, and open-source models — and select the right one for each task rather than locking you into one vendor.

Tuned to your firm

Your models are fine-tuned on your firm's actual documents, not generic legal data.

Private by default

Client data never touches a public AI platform.

Section 05

Next Steps

Questions before Friday? Reach out anytime — contact details are in the sidebar.

01

Review this proposal before our Friday call

02

Friday call

Confirm which option fits, finalize pricing, answer questions.

03

Kick off within the week following sign-off

Prepared by Webisoft · April 2026