Yao Technology

Key Features and Functions include:

Case and Matter Management
Provides tools for managing legal matters, associated documents, and client information within a structured case management environment. Supports centralised access to matter-related data across practice areas.

Document Automation
Supports automated document generation linked to matter data, enabling firms to standardise documents and reduce manual drafting within legal workflows.

Time Recording and Billing
Enables capture of time entries and management of billing processes within the same platform. Supports alignment between recorded activity, invoicing, and financial reporting.

Compliance and Risk Management
Includes built-in compliance tools such as anti-money laundering (AML), customer due diligence (CDD), and conflict checking to support regulatory requirements for UK law firms.

Reporting and Analytics
Provides real-time reporting capabilities to support visibility into firm activity, financial performance, and operational metrics without reliance on overnight data processing.

Workflow Configuration and Automation
Allows firms to configure and adapt workflows without coding, supporting automation of routine tasks and alignment with internal processes.

Cloud-Based Architecture and Access
Built as a cloud-native platform, supporting secure access from multiple locations and scalability to accommodate firm growth and changing operational needs.