
A couple of months in the past, I spoke to a solo property planner primarily based in Denver. Her caseload had doubled previously 12 months—however her headcount hadn’t. “I am unable to afford to rent one other full-time paralegal,” she mentioned, “however I can also’t hold working weekends.” That stress—between progress and capability—is one thing I’ve heard from dozens of small corporations. And that’s the place automation adjustments the sport.
David vs Goliath, Rewritten
For many years, huge corporations held the higher hand: deep pockets, giant groups, and custom-built programs. However automation is rewriting that script—and small corporations are lastly getting the instruments to struggle again.
- Velocity of service: Corporations utilizing doc automation report as much as 83% sooner drafting instances (Lawyaw.com). Meaning what took hours now takes minutes, giving small corporations a severe edge in responsiveness.
- Fewer errors: Automated templates cut back handbook enter, serving to corporations minimize drafting errors by 30% (RocketMatter.com). That’s extra accuracy, fewer revisions, and fewer back-and-forth with shoppers.
- Higher margins: Effectivity good points from automation drive profitability. Corporations utilizing end-to-end observe software program report revenue margins 20–30% increased than common—and a few even hit 60% margins (Clio.com).
- Scalability: One small agency scaled income by 1,400% in only one 12 months by aggressively automating their workflows (Clio.com). That’s not an outlier—it’s proof that the best tech can multiply affect with out multiplying headcount.

Automation doesn’t simply assist small corporations survive—it helps them win.
The place Small Corporations Waste Time
From our expertise with regulation places of work, these are the highest 4 locations the place small corporations bleed time:
- Consumer consumption: Re-typing particulars from emailed PDFs into observe administration instruments.
- Doc preparation: Manually populating trusts, wills, or POAs with consumer information.
- Cross-checking knowledge: Paralegals evaluating clause variations throughout information.
- File categorization and storage: No customary naming conventions, making search painful.

Automation can deal with most of those with minimal oversight.
A Day within the Life—With and With out Automation
Let’s evaluate two workflows:
With out automation
- Consumer uploads 4 paperwork.
- The paralegal prints them—sure, on precise paper.
- They spend 45 minutes squinting at PDFs, manually coming into knowledge into the CRM and authorized templates.
- Sends first draft on a mean with a 3 days delay.
With automation
- Consumer uploads the identical 4 docs.
- Nanonets kicks in—immediately classifies, extracts key fields, and fills out templates.
- Your first draft? Prepared in quarter-hour. No burnout, no errors.

That’s the form of leverage that lets small corporations really feel huge.
Small Agency, Huge Wins
One 5-person property planning agency in New York used Nanonets to automate knowledge seize from wills and property deeds. Their common turnaround dropped from 3 days to underneath 1 hour. Higher but, they saved over 40 hours/week in handbook work—with out including headcount.
Getting Began with Nanonets Isn’t Onerous
Getting began with Nanonets is quick, easy, and doesn’t require an IT overhaul or months of planning. Most property planning corporations start with a single high-impact use case—like automating consumer consumption or doc processing—and see speedy worth.
Right here’s how Nanonets helps you streamline property planning workflows proper out of the field:
- Classify authorized paperwork routinely — wills, trusts, POAs, deeds, and extra
- Extract key consumer knowledge — names, dates, asset information, executors, beneficiaries
- Populate templates & sync to Clio, MyCase, or your doc administration system
Begin small and develop as your wants develop—with no code and no problem.

Small regulation agency? Automation will be your aggressive edge.
Use Nanonets to construct a again workplace as environment friendly and compliant as the large gamers—with out hiring a giant workforce. Schedule a demo to see how automation ranges the taking part in discipline.
Conclusion: Levelling the Authorized Taking part in Discipline with Automation
In an business the place huge regulation corporations typically dominate with assets and scale, automation is the good equalizer. Instruments like Nanonets empower small regulation practices to function with the effectivity, precision, and professionalism of a lot bigger groups. By automating back-office duties, streamlining doc workflows, and guaranteeing compliance with minimal overhead, small corporations can redirect their focus to what issues most—serving shoppers and successful instances. With Nanonets, solo attorneys and small groups can actually compete on the highest degree.