AI workflow automations for the follow-ups your practice keeps meaning to do
The follow-up that never got sent and the status update nobody had time for are not a discipline problem — they are a task nobody owns. QubitPilot's automations give that task an owner that does not get busy.
Goal-based, not a rigid rules builder
Instead of wiring together triggers and conditions by hand, you describe the goal — chase an overdue invoice, nudge a client for a pending document, summarise the week's matter movement — and the automation works toward it using your workspace data.
- Manual, scheduled and event-based triggers
- Goals expressed in plain language, not a rules-engine configuration screen
- Ad-hoc one-off runs alongside saved, reusable automations
An automation can run manually on demand, on a schedule, or in response to an event in the workspace, such as a hearing update or an invoice going overdue.
Nothing acts without going through approvals
An automation proposes; it does not execute unsupervised. Every run's actions route through the same approvals inbox as the AI assistant, with a policy you set per workspace.
- Every automated action reviewed through approvals
- Runs can be watched live or cancelled mid-flight
- Full run history alongside the audit log
You can watch a run happen, cancel one in progress, and review exactly what it did afterward.
Where this actually saves time
Payment follow-ups on overdue invoices. Client status updates that would otherwise be a WhatsApp message someone forgets to send. A weekly digest of what moved across the matter book. The value is in the follow-through, not the novelty.
Frequently asked questions
- Will an automation send a message or change a record without me reviewing it?
- No. Automations propose actions; they route through the approvals inbox with a policy you configure per workspace, so a human decides before anything is sent or changed.
- Do I need to configure rules, conditions and branches?
- No. You set a goal and a trigger — manual, scheduled or event-based — and the automation works toward the goal using your workspace data, rather than a rules tree you maintain by hand.
- Are automations included on every plan?
- Automations are a plan-gated feature; check the pricing page for which tier includes them and what the run limits are.
- Can I stop a run that has already started?
- Yes. A running automation can be cancelled mid-flight, and every run — completed or cancelled — stays in the run history.
- Is there a free trial?
- Yes. New workspaces get 15 days free on any plan with full access. You authorise auto-debit up front, and the plan renews after the trial unless you cancel before it ends.
- Which plan do I need?
- Every plan includes the AI assistant, matters, clients, documents, dates and billing. WhatsApp, browser automations, bring-your-own storage and extra workspaces start at Growth; the full comparison is on the pricing page, and pricing is per firm, not per seat.
- Does QubitPilot give legal or tax advice?
- No. It is practice-management software. The assistant drafts and answers from your own documents, cites the passage it read, says so when the answer is not in your files, and nothing it produces changes your workspace without your approval. Professional judgement stays with you.
- Where is my data stored?
- QubitPilot is hosted on servers in Mumbai, India. From the Growth plan up you can connect your own Cloudflare R2 or Amazon S3 bucket, and new documents are written there. Access is by role, down to the action, and every change and every AI action is in the audit log.
Try it on your own matters
Every plan includes a 15-day free trial with full access. Set up a workspace, add a client and a matter, and see how it fits before you decide.
