AI Automation

Every hire and departure handled end to end.

DataWarrant deploys AI agents that execute your firm's onboarding and offboarding workflows across every system — Active Directory, Intapp, billing, DMS — without IT tickets, missed steps, or checklists that depend on someone remembering to look.

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Workforce Lifecycle Automation · Active Cases

app.datawarrant.io/automation/workforce

Active Workforce Cases

3 in progress · 1 pending human review · 2 scheduled

Export Report

New Case

Steps Automated

1,240

this quarter

Avg. Completion

4.2 hrs

vs. 3.1 days manual

Human Interventions

of 312 steps (1.9%)

Missed Steps

since deployment

Name	Type	Role	Start / Last Day	Steps Done	Current Step	Status
M. Chen	Onboarding	Associate – Litigation	Apr 14, 2026	6 / 9	Intapp timekeeper setup	In Progress
R. Okafor	Onboarding	Partner – M&A	Apr 21, 2026	2 / 9	Conflicts screening	Pending Review
S. Brennan	Offboarding	Senior Associate	Apr 18, 2026	5 / 11	Billing finalization hold	Waiting
T. Nguyen	Offboarding	Of Counsel	Apr 11, 2026	11 / 11	—	Complete
A. Patel	Onboarding	Paralegal – Real Estate	Apr 28, 2026	0 / 9	Scheduled	Scheduled

AI-Orchestrated

Claude agents execute each step

Human in the Loop

Judgment steps require approval

Full Audit Trail

Every action logged

4 hrs vs. 3 days

Typical time to completion

Manual checklists fail law firms every time

Onboarding and offboarding span more systems than any single person owns. That's why steps get missed.

New hires start without access

An attorney starts Monday. IT didn't get the ticket until Thursday. Their Intapp timekeeper record doesn't exist yet. Billing rates aren't configured. Three days of time entries are lost before anyone notices.

Departures leave access open

An attorney leaves on a Friday. Their AD account is disabled, but their iManage access is never revoked. Their billing system login stays active for weeks. Nobody owned the deprovisioning checklist end to end.

Billing gets lost in transition

A lateral departure has 40 hours of unbilled time on six open matters. Access is cut before billing staff review it. Those hours disappear. Partner doesn't find out until the client gets their final statement.

What the agent does

Both workflows are triggered by a single event in HR — the agent handles everything else.

Trigger & role extraction

Automated

HR marks the hire as approved in UKG, Workday, or your HRIS. The agent reads the record — name, role, practice group, office, start date, billing rate tier — and opens a new onboarding case. If an offer letter is attached, the agent reads it to confirm or fill in any missing fields.

Identity provisioning

Automated

Agent creates the Active Directory / Microsoft Entra ID account, assigns the correct security groups (by office and practice group), configures MFA enrollment, and provisions M365 licenses (Exchange, Teams, SharePoint).

Conflicts screening

Human Review

For lateral hires, the agent triggers an Intapp conflict check against the attorney's disclosed prior matters and clients, compiles the results, and routes them to your conflicts team with a structured summary. Onboarding pauses here until conflicts approval is received.

Intapp timekeeper setup

Automated

Agent creates the timekeeper record in Intapp Time with the correct billing rates, practice group, office, and supervisor assignment. Rate schedules are applied based on role and seniority per your firm's configuration.

Billing system profile

Automated

Agent creates the attorney profile in Elite 3E or Aderant — billing rates, timekeeper code, cost rate, matter authorization levels, and billing group assignment.

DMS access configuration

Automated

Agent provisions DMS access in iManage or NetDocuments based on practice group, setting workspace permissions, client confidentiality group membership, and default filing preferences.

Ethical walls configuration

Human Review

If the conflicts review identified walls requirements for a lateral hire, the agent creates the ethical walls policy in Intapp Walls and propagates it to AD security groups. Wall creation is always reviewed before activation.

Welcome communication

Automated

Agent sends a welcome email with first-day instructions, system access details, IT contact, and links to firm resources. Calendar invitations are created for orientation sessions based on your firm's onboarding schedule.

Completion & audit log

Automated

Agent marks the case complete, records every action taken with timestamps and system confirmation IDs, and delivers a completion summary to HR and IT. The audit log is retained per your firm's recordkeeping policy.

Before vs. after workforce automation

Before

✕IT tickets for each system — each owned by a different person
✕New attorney starts without Intapp access; first week of time lost
✕Offboarding checklist lives in a shared spreadsheet nobody updates
✕Unbilled time discovered after billing system access is already cut
✕Lateral hire conflicts check done informally, not systematically
✕Deprovisioning misses DMS and billing system; access stays open for weeks
✕No audit trail — if something goes wrong, nobody can reconstruct what happened

After

Single HR trigger kicks off full provisioning across every system
Attorney arrives on day one with access to every system they need
Offboarding sequenced automatically; no checklist to forget
Billing finalization hold prevents unbilled time from being stranded
Lateral conflicts screening triggered and tracked systematically
All system access deprovisioned in sequence, confirmed and logged
Complete audit trail for every action — timestamped, system-confirmed

Every system in your firm's stack

The agent connects to the systems your attorneys actually use — not a simplified subset.

Identity & Access

Microsoft Entra ID
Active Directory
MFA / Conditional Access
M365 license assignment

Time & Billing

Intapp Time
Elite 3E
Aderant
Billing rate configuration

Document Management

iManage Work
NetDocuments
SharePoint
Email archiving

Intapp Platform

Intapp Intake
Intapp Conflicts
Intapp Walls
Intapp Flow

HR Systems

UKG Pro
Workday
ADP
HRIS event triggers

Communication

Microsoft Teams
Exchange / Outlook
Welcome emails
Calendar provisioning

Frequently asked questions

The agent reads the offer letter or HR record to extract the attorney's role, practice group, office, and start date. It maps these attributes to your firm's provisioning policy — which billing rates apply to which roles, which DMS workspaces a practice group accesses, which Intapp intake queues they should be assigned to. If your HR system (UKG, Workday) already has this data, the agent reads it directly from there. Provisioning logic is configured once per role type and updated when your policies change.

The agent can provision and configure accounts across: Active Directory / Microsoft Entra ID (account creation, group assignments, MFA enrollment), Microsoft 365 (Exchange, Teams, SharePoint), Intapp Time (timekeeper record, billing rate configuration), Elite 3E or Aderant (billing system profile), iManage or NetDocuments (DMS access, workspace permissions), and any other system with an API or automation interface. The specific scope is configured to match your firm's environment.

The agent logs every action it takes and every step that fails. If a step fails — say, Intapp API is temporarily unavailable — the agent queues the failed step for retry, notifies the responsible IT or HR contact, and continues with steps that don't depend on the failed one. You get a complete audit log of what succeeded and what needs attention, rather than discovering a gap on the attorney's first day.

Before deprovisioning any access, the agent identifies all open matters where the departing attorney is the responsible timekeeper, originating attorney, or billing attorney. It generates a matter assignment report for partner review, flags any unbilled time entries for billing finalization, and holds access deprovisioning until you confirm the billing review is complete. This prevents the scenario where access is cut before billing staff have finished processing the attorney's final time.

For involuntary terminations where speed matters, the agent can deprovision Active Directory and email access within minutes of HR triggering the offboarding. The billing finalization and matter reassignment steps run in parallel so your firm's operational continuity isn't affected. The agent coordinates the sequence so access is removed promptly while the downstream work happens concurrently.

Yes. Lateral hire onboarding includes a conflicts screening step where the agent triggers an Intapp conflict check against the lateral's disclosed prior matters, creates a preliminary ethical walls analysis, and routes the results to your conflicts team for review. Ethical walls are configured in Intapp Walls once the conflicts team approves — the agent doesn't finalize walls configuration autonomously because that decision requires human judgment.

No — it executes it. Your HR and IT teams still own the policies: who gets what access, what billing rates apply, how matters are reassigned. The agent executes those policies consistently and completely across every hire and departure, without relying on a checklist that gets missed when someone is busy. HR and IT retain full visibility through the audit log and can override or adjust any step.

Ready to automate your firm's workforce lifecycle?

We start with a workflow audit — mapping your current onboarding and offboarding steps, identifying what breaks, and scoping the automation. Most firms see full deployment within 6–8 weeks.

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