Wills and estates scenario: capture work the firm already did
Target proof point: use matter activity to improve handover, matter comprehension and billable-capture confidence.
Case Study Details
The target firm
An 8-lawyer specialist Wills and estates practice. Detailed, document-heavy matters where small unbilled increments add up to real leakage over a year.
The operating pattern
Fee earners did the work but forgot the time entries. Status updates meant re-reading long email threads. The firm was billing well below what it actually delivered.
What Donna365 should prove
- Matter activity can suggest draft time entries for lawyer review.
- Matter summaries reduce status-update prep.
- Document workflows stay tied to the matter.
- Principals get visibility into leakage without reconstructing it manually.
Target outcome: capture work the firm already did, with human review intact.
DELIVERABLES
PRACTICE
TARGET FIRM
Specialist Wills & estates practice
YEAR
2026
Contact
Book a discussion and demo.
Bring one real workflow and we will show how Donna365 can support matter work, governed AI, reporting and rollout inside Microsoft 365.
- See the product flow, not a generic slide deck.
- Talk through your firm size, practice area and current bottleneck.
- Discuss design-partner fit, rollout path and next steps.
