01
Matter intake & chronology building
Assemble instructions, history and chronology from day one.

Law
Connect instructions, chronology, precedent, drafting preferences and review decisions so the team can orient quickly without surrendering lawyer responsibility.
Tell us the bottleneckThe knowledge problem
BobGraph links these sources and keeps the source, owner and access rule visible, so the team does not have to rebuild the story every time.
Knowledge to connect
Client instructions
Matter history and chronology
Documents and correspondence
Precedents and prior work
Deadlines and tasks
Drafting preferences
Review decisions
Firm style and legal judgement
A practical first slice
The first implementation should improve one repeated workflow, not try to replace the whole practice.
Law context
Prepared work
Source-linked, scoped and ready to review
Professional judgement
The qualified person decides what happens next.
Workflow opportunities
These are useful starting points, not a standard automation package. The right first workflow is the one your team is already rebuilding by hand.
01
Assemble instructions, history and chronology from day one.
02
Begin drafting and review with firm precedent and style attached.
03
Find the right precedent, prior work and reasoning fast.
04
Keep deadlines, decisions and review points intact between people.
What should change
The goal is better preparation and a clearer point for professional review, not an unsupported productivity claim.
Where people remain responsible
Legal analysis, advice, professional responsibility and final approval remain with lawyers. BobStack prepares the context and the work. It never makes the professional call.
Choose the right path
Standard path
Use this path when the team can describe the problem, the desired change and where professional review belongs.
View implementationR&D path
Use this path only when the technical uncertainty requires systematic experiments and evidence recorded as the work happens.
Understand the R&D pathOther industries

Finance
Keep the full client and deal story available from referral through settlement, renewal and review.
Explore finance
Accounting
Keep client history, obligations and partner know-how available across the practice.
Explore accounting
Insurance
Keep the complete client risk story available through renewals, claims and servicing.
Explore insuranceBring one intake, chronology, drafting or handover process where the team has to rebuild the history. We'll map the first useful slice and tell you whether BobStack fits.
Tell us the bottleneckA short, practical conversation. No obligation.