Built for law firms

More matters moved. Less drafting grind. An audit trail on every step.

Workilo is the AI workflow platform built for law firms. Legal memos, client letters and matter intake — handled on Canadian-hosted infrastructure, with a lawyer approving every step.

Canadian-hosted on dedicated infrastructure. No credit card required.

Workilo workflow preview for law firms

The matter work is fine. The drafting around it is eating your week.

Every small and mid-size firm is feeling it. The documents multiplied. The billable day didn’t.

Associates draft the same memo from scratch every time.

There is no clean precedent bank. The good version lives in one partner’s old files, so the work gets rebuilt — at associate rates — instead of reused.

Client letters and intake summaries pile up after court.

The matter work is fine. It’s the drafting around it that lands at 9 PM, on time nobody is billing for, after the day is already gone.

US-hosted AI is a non-starter for privileged client data.

Solicitor-client privilege and law society obligations don’t bend for a chatbot. Nobody is pasting a retainer file into a tool that trains on it and stores it across the border.

Half the firm uses ChatGPT in secret. The other half won’t touch it.

There’s no firm-wide policy, no oversight, and no record of what client information went in. Both halves are making the firm’s decision for it.

Conflict checks and intake live in someone’s inbox.

A new matter comes in, gets retyped, checked from memory, and filed in three folders. When the audit question comes, the trail is whatever someone remembers.

Built for law firms. Workflow-first.

Workilo turns the documents your firm already produces into repeatable Workalongs. Pick the workflow. The AI handles it step by step. A lawyer approves before it ships.

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Sage

Content Scribe

Imaginative, articulate storyteller who transforms briefs and research into persuasive, on-brand content.

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Rowan avatar

Rowan

Project Manager

Systems thinker who turns chaos into checklists and cross-team momentum.

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Quinn avatar

Quinn

Executive Assistant

Organized, proactive assistant who keeps calendars tight and meetings useful.

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Matter intake, two ways.

Old way: A new matter arrives by email. Someone retypes the details, runs the conflict check from memory, drafts the retainer letter off last year’s, and the file context ends up in three folders. Two days, and no record of who did what.

With Workilo: Intake runs as one workflow on Canadian-hosted infrastructure. The retainer letter drafts from your firm template, every step is logged, and a lawyer signs off before anything reaches the client. Same morning, full audit trail.

Multi-model under the hood — OpenAI, Anthropic, DeepSeek and Cohere. Routed through Workilo. Hosted in Canada. Privileged client data never leaves the workflow.

How it works.

1

Pick your workflow.

Legal memo, client letter, retainer letter, matter intake summary. Start from a firm template or build your own.

2

AI handles it step by step.

Each Workalong runs its piece on Canadian-hosted infrastructure. Every step is logged. Every output is reviewable.

3

A lawyer approves before it ships.

Nothing leaves the system without sign-off. The final document lands in your DMS or an email draft, not a chat window.

Infrastructure over magic.

Canadian-hosted

Dedicated infrastructure in Toronto. Privileged client data stays in Canada.

Multi-model

OpenAI, Anthropic, DeepSeek and Cohere. The right model for each step.

No prompts. No coding.

Just work that gets done — with an audit trail attached.

[TESTIMONIAL NEEDED — managing partner or operations lead at a 5–50 lawyer Canadian firm. Angle: "We finally have AI our law society obligations can live with — and the associates got their evenings back."]

— [Name], [Title], [Firm]

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