Legal & Tax
Your best people spend 60%
of their time on routine.
We change that.
Automation for law firms, tax advisory practices, and legal departments, from contract review to tax returns. End-to-end automated, compliance-ready, profitable in 11 months.
The Reality in Legal & Tax
Talent shortage meets rising complexity and your experts are drowning in admin
Expensive expertise on repetitive work
Your partners and tax advisors cost €200+/hour. They spend 60% of their time on document review, data entry, and standard correspondence. Not because they want to, but because nobody else does it.
Compliance pressure rises, error tolerance drops
New regulations, new reporting obligations, new deadlines. Every mistake costs, not just money, but reputation. And the frequency of audits is increasing
The talent shortage is becoming existential
The industry can’t find people. Young lawyers and tax advisors don’t want to spend 8 hours a day reading contracts. Those you have are overloaded. Those who leave take knowledge with them.
Practice management, DMS, ERP - nothing talks to each other
Your systems have grown organically, not by design. Data is copied back and forth between practice management software, DMS, email, and spreadsheets. Every media break is an error risk.
Trusted by over 120 leading companies
What We Automate in Legal & Tax
The highest-value processes in law firms and tax advisory practices
Identified over 9 years and across 15+ clients. From industry-specific core processes to general administrative workflows.
Contract Review & Analysis
AI agent reads contracts, identifies clauses, checks against standard templates, flags risks and deviations. From 4 hours to 20 minutes per contract.
Due Diligence
Automated document review for M&A transactions. AI agent analyzes hundreds of documents, extracts key facts, identifies red flags.
Tax Returns
Automatic data extraction from receipts, plausibility checks, practice management integration, electronic filing. From document capture to completed return.
Conflict Check
Automatische Prüfung neuer Mandate gegen bestehende Mandanten, Parteien und Gegenparteien. Über alle Systeme hinweg, in Sekunden statt Stunden.
Deadline Management & Follow-Ups
AI agent monitors deadlines across all engagements, recognizes dependencies, escalates automatically. No missed deadlines due to human oversight.
Annual Accounts
Account reconciliation, closing entries, fixed asset schedule, notes and e-balance sheet – automatically prepared, validated and documented.
Cross-industry use cases particularly relevant in legal & tax
Case Study: Annual Financial Statements in Tax Consultancy
Dispatching annual accounts to clients was a highly manual, error-prone process: data from multiple systems had to be consolidated by hand, documents created individually for each client, and then sent and filed across different channels. Varying data formats and client-specific dynamic content turned every transaction into a time-intensive one-off task — with significant potential for mistakes at every step.
Lunatec implemented a UiPath RPA bot that handles the entire process from data retrieval to archiving: automatic extraction of client data from source systems, dynamic generation of documents with client-specific content, fully automated dispatch to the correct recipients, and audit-proof filing — with zero manual intervention at any point in the process chain.
Compliance in Legal & Tax
Automation in a regulated industry requires compliance from day one
Accounting Standards
Proper bookkeeping & documentation
GDPR
Secure Messaging
Encrypted legal & tax professional communication
Professional Regulations
Requirements for lawyers & tax advisors
ISO 27001
Why Lunatec for Legal & Tax
Not our first contract
Industry Experience
15+ clients in Legal & Tax
We know the processes, the systems, the compliance requirements, and the language of the industry. No explanation needed, no learning curve at your expense.
Systemintegration
Practice management, DMS, and secure filing, we integrate
Not theoretical compatibility, but productive integrations at existing clients. Practice management platforms, document management systems, electronic filing, we know your system landscape
Process Understanding
We understand why a tax advisor reviews differently
We understand why a tax advisor checks a receipt differently than a clerk. And we build automation that captures this knowledge.
Augmentation
Augmenting your people, not replacing them
In an industry with an existential talent shortage, the message isn’t “fewer employees” but “more output per employee.” Every hour we automate is an hour more for client-facing work.
Technology for Legal & Tax
The right technology for your system landscape
Some of the Systems we integrate with
Proud Diamond-Partner of UiPath
Ready?
Your production runs.
Does everything around it?
Let’s look together in 30 minutes at which processes around your production have the greatest automation leverage.
No sales pitch. Just an honest assessment.
120+ Clients. 100% Satisfaction. 7 months to Profitability.
WHAT YOU GET IN THE DISCOVERY CALL
Identify your best use cases
Based on your industry and process landscape
Calculate concrete ROI
In Euros, FTE equivalents and time savings
Show examples from your industry
Real results of comparable companies
Define timeline and next steps
Concrete roadmap, no vague promises