Litigation Workflow Automation

AI-Powered
Legal Operations

Prepared for
Josh Migdal
Managing Partner, LMG LLP
March 2026
LMG LLP
Managing Partner: Josh Migdal
Aeonix Tech CONFIDENTIAL
Context
What we heard

Your practice runs on AI already —
but it's not connected

1
Speed without trust: Already using Claude + ChatGPT for legal work — 20-minute turnarounds vs 1-week manual. But can't fully trust AI for research. Westlaw ($3K/mo) remains the safety net.
2
Hybrid model, manual glue: Hedge fund consulting + law firm + LatAm paralegals. Powerful model, but coordination is manual. Admin overhead eats margin.
3
The $500K → $75K vision: Dispute resolution that costs $500K–$1M today could drop to ~$75K with the right automation. Not just cost savings — a new market.
4
Islands of tools: NetDocs for documents, Clio for practice management, Westlaw for research. No connective tissue. Every task requires context-switching.
Context
The market today

Powerful tools exist. None of them
solve the whole problem.

Harvey AI
General Legal AI
Enterprise AI for drafting, research, doc analysis. $11B valuation. LexisNexis partnership.
~$1,200/lawyer/mo · 20-seat min
Dodon.ai
Document Processing
AI deposition summaries & medical record chronologies. HIPAA/SOC-2. Purpose-built for litigation.
$0.02–0.15/page
EvenUp
Demand Packages
AI-generated demand packages from medical records + bills. Smart Workflows. Integrates with SmartAdvocate, Litify.
Case-based pricing
CoCounsel
Westlaw AI Layer
Thomson Reuters' AI research assistant. Deep Research with agentic AI. 20K+ firms.
Add-on to Westlaw plans
Eve Legal
Case Auditing
AI Auditor checks cases nightly for missed value — TBIs, missed MRIs, mass tort eligibility.
Contact for pricing
Clio Manage AI
Practice Management
Built-in AI for scheduling, writing, matter management. Already in Josh's stack. Full REST API.
Included in Clio plan

We don't compete with these tools — we orchestrate them. The AI agent layer connects your existing stack with best-of-breed point solutions into one seamless workflow.

Context
Why off-the-shelf isn't enough

Each tool solves one problem.
Josh needs them all connected.

1
Harvey AI: Enterprise pricing ($288K/yr minimum), not built for lean/hybrid firms
2
Dodon.ai: Excellent for document processing, but doesn't automate end-to-end workflow
3
EvenUp: Personal injury focused, not general litigation workflow
4
CoCounsel: Research only, doesn't touch operations or coordination
5
Clio AI: Basic automation, not intelligent case orchestration

What Josh needs: a custom AI orchestration layer that works across all these tools — connecting Clio + NetDocs + Westlaw + document processing into one intelligent workflow.

Approach
How we work

Iterative fixed-price sprints

No open-ended retainers. Each sprint delivers working automation you can evaluate.
Sprint 0 · Week 1
Discovery & architecture
Map workflows, audit APIs, identify quick wins
Sprint 1 · Wks 2–3
Admin automation MVP
Intake processing, document filing, calendar/deadline management, Clio API integration
Sprint 2 · Wks 4–5
Admin expansion + case foundation
Email triage, billing automation, paralegal routing. Begin deposition summarization pipeline.
Sprint 3 · Wks 6–8
Case workflow automation
End-to-end litigation pipeline, demand package generation, settlement modeling, Westlaw assessment
Sprint 4 · Wks 9–10
Optimization & handoff
Performance tuning, edge cases, team training, documentation

You evaluate after every sprint. If the ROI isn't there, we stop. No sunk cost traps.

Architecture
Technical architecture

The integration layer

Existing tools
Clio Manage · NetDocs · Westlaw · Email/Calendar
Your current stack — unchanged. We connect to existing APIs, no rip-and-replace.
⇅
AI Orchestration Agent — the layer we build
Claude Code + Custom Legal Skills + Workflow Engine
Context-aware routing · Multi-tool coordination · Human-in-the-loop checkpoints
↓
Specialized AI
Dodon.ai · EvenUp · Eve Legal · LatAm Team Interface
Best-of-breed point solutions called when needed. Each does one thing exceptionally well.

Harvey AI charges $288K/yr and locks you into their ecosystem. Our approach uses your existing tools, adds best-of-breed AI where it matters, and gives you an orchestration layer that's yours — not a SaaS subscription you can't leave.

Strategy
The Westlaw question

$3K/month is real money

Short-term: Augment
  • AI does first-pass research in seconds
  • Westlaw validates citations
  • CoCounsel upgrade adds Deep Research
  • Track which queries actually need Westlaw
Long-term: Evaluate & reduce
  • Harvey's LexisNexis partnership brings case law into AI natively — but at $288K/yr
  • CoCounsel + Westlaw Advantage is natural upgrade path
  • Mass tort research is pattern-based — ideal for AI
  • Goal: quantify usage to negotiate or reduce plan

Potential saving: $18–24K/year in reduced Westlaw dependency. Pays for Phase 1 alone.

Commercials
Investment

Clear, fair, results-driven

Phase 1 — Admin
$8,500
fixed price · 3 weeks · Sprints 0–1
Clio + NetDocs integration, admin workflow, paralegal routing
Phase 2 — Case
$16,000
fixed price · 5 weeks · Sprints 2–4
Case pipeline, doc processing, settlement modeling, training
Full engagement
$24,500
Phase 1 + Phase 2
+ $1,500–3,000/mo ongoing support
ROI framing
Compare: Harvey AI at $288K/yr minimum. Traditional consulting at $40–80K for similar scope. And you own the result.
Third-party costs (Dodon.ai, Clio, NetDocs) billed directly No long-term contract
Next steps
Ready to start?

Phase 1 begins with a
1-week discovery sprint

  • Josh provides detailed workflow documentation
  • Kickoff call to map current processes
  • Phase 1 sprint begins (Week 1: discovery, Weeks 2–3: build)
  • Weekly check-ins during build
  • Sprint review at end of each phase
josh@lmgllp.com → sidney.hori@aeonixtech.com
aeonixtech.com linkedin.com/in/sidney-hori
Appendix
Sidney Hori Hawthorne
Sidney Hori Hawthorne
Founder & Chief AI Officer
26 years in tech consulting LinkedIn Top Voice in AI Fortune 500 to startups

Over two decades at the world's largest tech consulting firm, helping global enterprises transform through technology. Founded Aeonix Tech to bring that same rigor to the practical application of AI for businesses of all sizes.

About Aeonix Tech

AI consulting and strategy. We deploy AI agents, build data infrastructure, and accelerate businesses with intelligent automation. Fortune 500 to growth-stage startups. Miami, FL.

AI Coaching·AI Development·Fractional CAIO·AI Assessment
1 / 10