pysquad_solution

Law Firm Case and Document Management Using Odoo and AI

Streamline case workflows, document management, drafting, and compliance with an Odoo + AI powered solution tailored for law firms and legal teams.

See How We Build for Complex Businesses

Law firms handle thousands of documents, deadlines, client communications, and case updates, yet most still rely on disconnected tools and manual processes. This results in missed details, slow drafting, compliance risks, and operational inefficiencies. By integrating Odoo’s modular ERP capabilities with AI-driven legal automation, we help law firms manage cases, documents, billing, research, and drafting in a unified, secure, and highly efficient system.

Problem Law Firms Face

  • Disorganized case files scattered across emails, drives, and folders

  • Slow document drafting and repetitive contract creation

  • Difficulty tracking case deadlines, tasks, and compliance requirements

  • Manual research effort leading to delays

  • No centralized communication or client history

  • Risk of version conflicts and document duplication

  • Time-consuming billing and timesheet tracking

Our Solution

We deliver a complete Odoo + AI solution that centralizes legal case management, automates repetitive workflows, and enhances accuracy.

  • Centralized Case Management with matter details, involved parties, documents, tasks, hearings, deadlines, and communication logs

  • AI Document Automation for drafting petitions, contracts, affidavits, notices, and standard templates

  • AI-Powered Search across all case files, judgments, notes, and documents using semantic search

  • Smart Document Categorization and metadata tagging for quick retrieval

  • Version Control & Audit Trails to maintain compliance and visibility

  • Court Deadline Tracking with automated reminders and calendaring

  • Billing & Timesheets linked to each matter with automated invoice generation

  • Client Portal for case updates, document sharing, and secure communication

  • Knowledge Base Integration for judgments, past cases, and legal reference notes

  • Role-Based Access to ensure confidentiality and controlled document visibility

Key Features

  • Case & matter management

  • AI-driven drafting and document review

  • Automated document classification

  • Deadline and hearing management

  • Client portal with secure document sharing

  • Timesheets and legal billing

  • Contract & petition templates with e-sign support

  • Advanced search with AI embeddings

  • Document versioning and audit logs

Benefits

  • Faster case preparation with AI-assisted drafting

  • Reduced manual work for lawyers and paralegals

  • On-time task and deadline management

  • Centralized knowledge and case history

  • Improved accuracy and compliance

  • Better client communication and transparency

  • Scalable system for firms of all sizes

Why Choose PySquad

  • Strong expertise in Odoo-based legal workflow customization

  • Experienced in building AI tools for drafting, review, and semantic search

  • Secure architecture with encryption, audit logs, and access controls

  • Ability to integrate court cause lists, email sync, and custom templates

  • Human-first design that simplifies adoption by legal teams

Call to Action

  • Request a Live Demo for Law Firms

  • Get a Case Workflow Automation Audit

  • Ask for AI Drafting & Search Capabilities Overview

  • Book a Consultation for Customization & Pricing

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Frequently asked questions

Yes, AI can generate first drafts using your templates and instructions.

Yes, encryption, audit logs, and role-based access ensure high security.

Yes, integrations can be added based on available data sources.

Yes, invoices and time tracking are built into the case workflows.

Yes, a secure client portal allows sharing updates and files safely.

About PySquad

PySquad works with businesses that have outgrown simple tools. We design and build digital operations systems for marketplace, marina, logistics, aviation, ERP-driven, and regulated environments where clarity, control, and long-term stability matter.
Our focus is simple: make complex operations easier to manage, more reliable to run, and strong enough to scale.

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