IDS • Workflow Automation Services
IDS automations bring significant advantages to legal enterprises by driving unparalleled efficiency and ensuring strict compliance with regulatory requirements.
Our innovative solutions encompass a wide range of critical processes, including Anti-Money Laundering (AML) and Client Due Diligence (CDD), business intake, document assembly, billing and human resources workflows and many more - allowing firms to streamline their operations and reduce regulatory risks.
By embracing these advanced technologies, legal services firms enhance operational effectiveness, safeguard their reputation and build trust with clients.
Business Acceptance & Client/Matter Intake
IDS automates the processes of client validation, conflict checks and risk assessments, making file opening more efficient and improving compliance.
We assist legal firms in optimising their business acceptance workflows by implementing bespoke software that automates risk profile assessments, regulatory checks and ongoing matter management.
Our solutions are tailored to satisfy both internal governance requirements and external regulatory standards in a streamlined and effective way.
Risk & Compliance, AML / CDD workflows
IDS develops existing workflows with the goal of customising the automation of clients' Regulatory Risk management, Anti-Money Laundering (AML) compliance and Customer Due Diligence (CDD) processes, ensuring that these initiatives are not only effective but also adaptable to the ever-evolving regulatory landscape.
We take pride in extending clients' applications, seamlessly integrating third-party tools and actively engaging with stakeholders to create tailored solutions that meet their unique needs and challenges.
AI-Powered Business Process Management
IDS empowers legal professionals to fully harness the vast potential of LLM-based agents, allowing law firms to not only streamline their processes but also to focus their expertise on delivering high-quality legal services, ultimately leading to better outcomes for their clients and a more competitive position in the market.
As artificial intelligence continues to make significant strides in transforming the legal industry by enhancing operational efficiency, improving accuracy and elevating client service experiences, IDS plays a crucial role in ensuring that these advanced technologies are seamlessly integrated into law firms' existing workflows.
Data Privacy and Subject Request automation
IDS helps firms significantly enhance the management of consent, allowing businesses to efficiently track and document user permissions.
As the landscape of data privacy regulations continues to evolve, firms that handle sensitive client information are finding it increasingly imperative to implement automated systems.
By embracing these automated solutions, companies not only safeguard their operations against potential legal repercussions but also build stronger client relationships and a more robust reputation in the marketplace.
Employee onboarding and offboarding workflows
IDS possesses specialised expertise in professional services firms' HR workflow orchestrations and system integrations.
Establishing a sophisticated automated onboarding and offboarding framework that is intricately integrated with people systems and Practice Management Systems (PMS) is essential for ensuring that new employees, departing partners, lateral hires, secondments and individuals from diverse categories receive timely and efficient system actions required for their roles.
In contrast, a manual or disjointed approach to onboarding and offboarding can result in significant operational inefficiencies, inconsistencies in data access, and heightened security risks.
Legal document drafting & analysis
IDS enhances legal professionals' ability to conduct comprehensive research, analyse case law and stay updated on the latest legal development is enabled by our AI-powered solutions for traditional systems.
Streamline the creation of legal documents, contracts and agreements while ensuring accuracy and compliance.
in collaboration with our growing number of technology partners, IDS consultants facilitate the integration of predictive analytics, research platforms, document automation, contract analysis, e-discovery and other novel solutions emerging in the legal technology market.
Time recording, invoicing and collections
IDS optimises billing and collections by integrating with clients' existing software. Our automation identifies workflow inefficiencies like duplicate entries and automates tasks from a single source.
We connect time tracking and billing preferences using APIs or low-code platforms. For instance, when time is logged, a draft invoice is auto-generated and sent to the client with payment options. We also automate receipts and reminders, reducing manual errors.
Our context-aware approach redesigns processes for efficiency and compliance, ensuring a smooth transformation that enhances financial control and operational speed.
Bespoke workflow automation solutions
IDS specialises in implementing bespoke workflow solutions that operate across multiple jurisdictions and disparate systems. Whether a client is operating across UK, EU, and US regions with varying rules for data privacy, AML, or billing, or managing matters across separate document management, CRM and finance systems, we build orchestrated automations that unify fragmented processes into a seamless, rules-based digital framework.
Our bespoke solutions include robust exception handling, audit trails and role-based interfaces that give local teams visibility while enforcing global standards - enabling firms to scale operations, reduce regulatory exposure and maintain operational oversight.
Your questions answered
IDS specialises in automating a wide range of business processes, including repetitive administrative tasks, complex data workflows, customer relationship management, HR, IT and financial transactions. Our automation services are designed to increase efficiency, reduce errors and free up human resources for more strategic activities, ultimately enhancing productivity across your organisation.
By implementing automation solutions, IDS helps streamline your business operations, making them faster and more cost-effective. Automation reduces the need for manual input, speeds up data processing, minimises errors and ensures consistency in workflows. This leads to improved operational efficiency, better resource allocation and higher overall productivity.
Absolutely. IDS understands that each business has unique needs and challenges. We work closely with you to identify areas that can benefit most from automation and develop customised solutions tailored to your specific requirements. Whether it's integrating with existing systems or developing new automated workflows, our goal is to deliver solutions that align perfectly with your business objectives and drive measurable improvements.