NAVON
Industries · Legal

Legal operations, coordinated.

Matter intake, conflict checks, document classification, time capture, and approval routing inside the firm.

The shape of the operation

Coordination lives in four places. None of them talk.

A typical mid-market firm runs on iManage or NetDocuments for documents, Clio or MyCase for practice management, Outlook for everything else, and an internal time and billing system that nobody updates in real time. Matter intake bounces across inboxes. Time entries get reconstructed at the end of the month. Conflict checks happen by hand.

The work the platform removes is not the work each tool is supposed to do. It is the coordination between them. That is where matters stall, billable hours leak, and partners lose visibility into how the firm actually runs.

Tool landscape
Typical setup
How data moves

Matter lifecycle, today.

Inquiry to invoice. Five stages. Each one currently sits in a different system, owned by a different person, updated by hand. This is what we automate first.

  1. Stage 1
    Intake
    Inquiry or referral
  2. Stage 2
    Conflict check
    Across matters and parties
  3. Stage 3
    Engagement
    Letter signed and matter opened
  4. Stage 4
    Matter work
    Documents, time, approvals
  5. Stage 5
    Billing
    Time captured and invoiced
Where automation lands

Six workflows we automate first.

Identified by partners, paralegals, and firm administrators running the work today. Each one replaces something a person is doing manually. We build them as discrete engagements, in priority order.

Matter intake routing

New matter inquiries arrive via email, web form, and referrals. Navon classifies the practice area, runs the initial conflict screen, and routes to the responsible partner with the relevant context attached.

Replaces: Inbox triage and partner forwards

Conflict screening

Names, entities, and adverse parties matched against your existing matter and contact lists. Hits surfaced with the source matter linked. Final clearance still goes to the conflicts attorney.

Replaces: Manual lookups across systems

Document classification

Pleadings, contracts, discovery, correspondence. Documents intake from email and shared drives, classified by type and matter, filed against the right record in iManage or NetDocuments.

Replaces: Filing by hand or by paralegal

Time capture from activity

Email threads, calendar events, and document edits matched to the active matter. Suggested time entries surface in your billing system for the attorney to approve, not retype.

Replaces: End-of-month timesheet reconstruction

Approval chain routing

Engagement letters, settlement offers, and outbound documents move through associate, partner, and managing partner sign-off in the right order. Nothing sits in the wrong inbox.

Replaces: Forwarded emails and Slack pings

Pre-bill review aid

Time entries, expenses, and write-offs surfaced for partner pre-bill review with anomalies flagged. Final billing decisions still belong to the partner; the prep work does not.

Replaces: Hand-scrubbing time and expense reports
Where Navon fits

Advisory leads. Automations do the work. The platform hosts it.

For legal specifically, here is what each practice line looks like.

Advisory

We start inside the matter flow.

Time with partners, paralegals, and the firm administrator. Walk-throughs of intake, conflict screening, document filing, time capture, and approval chains. Written findings, phased plan, ethics review, partner sign-off before anything gets built.

AI automations

Intake, classification, capture.

Matter intake routing. Conflict pre-screening. Document classification across pleadings, contracts, discovery, and correspondence. Time capture from email and calendar. Each one scoped discretely, sequenced by what moves the most billable time back into the day.

Platform

The layer underneath.

Matters, documents, time entries, approval chains. All in one place with structured ownership and matter-level access control. Pulls from and writes to iManage, NetDocuments, Clio, MyCase, and Outlook. Your existing systems stay.

FAQ

Legal-specific questions.

The operational questions law firm buyers ask before the first call.

How do you handle privilege and confidentiality?

Privilege boundaries are part of the audit phase on every engagement. Matter data is segregated by matter and by access role at the platform level. We work with your information security and ethics partners to confirm the deployment honors privilege rules and ABA Model Rule 1.6 expectations before anything ships.

Does this replace our practice management system?

No. Clio, MyCase, NetDocuments, iManage stay as systems of record for matters and documents. Navon sits alongside them and removes the coordination work between matter intake, document filing, time capture, and partner approvals that lives in email today.

Can it actually run conflict checks reliably?

The automations run the initial screen across your existing matter and contact lists and surface hits with source records linked. They do not replace the conflicts attorney's final clearance. The goal is to remove the lookup work, not the legal judgment.

What about document retention and discovery obligations?

Retention schedules and litigation holds are part of the deployment scope. The platform records every classification, filing, and access event against the matter so the audit trail is intact when it is needed. Specific retention rules are configured per practice area during advisory.

What does the first engagement usually look like?

An operational audit. We spend time with partners, paralegals, and the firm administrator. Walk through matter intake, the conflict process, document filing, and time capture. At the end you get written findings and a phased plan for what to automate first. Usually two to three weeks.

Ready to see this inside your firm?

Start with a conversation. We walk through how your firm runs today and where the gaps are worth fixing first.

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