01 — The constraint
A seven-person drafting agency whose billings scale directly with petitions delivered.
Each of fourteen client firms had distinct index conventions, Bates prefixes and cover page formats held informally in drafters' heads.
Revision requests from client firms consumed roughly a fifth of delivery capacity.
02 — What they changed
Configured a workspace per client firm with its own Bates scheme, cover page and index convention.
Enabled white-label delivery so packets arrive under the client firm's branding.
Used per-firm delivery receipts for billing reconciliation.
03 — What happened
Delivered petitions per drafter per month rose 3.0×.
Revision requests from client firms fell 71% once conventions became configuration rather than memory.
Onboarding a new client firm dropped from two weeks to under a day.