How JB Leitch, Lucas and Co and Toca are redefining legal process automation

When automating complex legal workflows, standard low-code and process automation tools often fall short. Property management litigation and leasehold legal services involve intricate, high-stakes processes that demand precision, security and absolute reliability. Attempting to force rigid, generic software onto legacy case management systems (CMS) usually results in costly IT overhauls, operational downtime and frustrated fee-earners.

To overcome these challenges, JB Leitch Ltd, one of the UK’s leading specialist property law firms, partnered with legal process consultancy Lucas and Co and enterprise development platform Toca.

Together, we’ve built a seamless, flexible digital foundation that automates complex processes directly via CMS APIs, achieving deep operational integration without disrupting core underlying IT infrastructure.

The transformation

This project represents a modern blueprint for legal process automation, uniting specialised technology, expert process design and forward-thinking firm leadership.

Zero infrastructure disruption

By leveraging Toca’s enterprise low-code platform, JB Leitch’s new business processes are built, optimised and automated independently of underlying IT systems. Integrating directly through CMS APIs means core operations continue to run smoothly behind the scenes, ensuring zero downtime or friction for staff and clients.

Tailored workflows designed around real legal practice

Technology is only as effective as the process strategy behind it. Lucas and Co provided the deep legal consultancy needed to map out complex real-world workflows. Instead of bending legal practice to fit rigid technical limitations, the automation was built specifically to mirror the high standards JB Leitch’s operations demand.

An AI-ready foundation built on clean data

Deploying enterprise AI effectively requires structured, reliable data and clear operational baselines. Toca’s integration layer provides JB Leitch with clean data feeds and transparent workflows, establishing the exact digital foundation required to deploy future AI capabilities safely and measure return on investment accurately.

Leadership insights

As Matt Jarvis, Managing Director at JB Leitch, noted regarding the project’s impact:

“This project is an important step in the continued evolution of JB Leitch. Working with Toca and Lucas and Co allows us to streamline complex processes, strengthen our operational capabilities, and create a strong foundation for the future use of AI. Ultimately, it enables our people to focus on what matters most: delivering specialist expertise, efficiency, and an exceptional service to our clients.”

Future-proofing the firm

The legal sector is evolving rapidly, driven by changing regulations, shifting client expectations and the rise of practical AI. By deploying a permanent, flexible automation and integration capability, JB Leitch isn’t just solving today’s operational bottlenecks: they have built an adaptable framework that will allow the firm to scale and innovate for years to come.

About the partners

• JB Leitch Ltd: established in 1997, JB Leitch is a Tier 3 Legal 500 specialist property law firm acting for leading property managers and institutional landlords across the UK.
• Lucas and Co: a specialist legal consultancy advising law practices and enterprise organisations on process automation, workflow design and operational optimisation.
• Toca: an enterprise low-code development platform designed to streamline process automation, system integration and application development without replacing existing IT infrastructure.

To learn more about how Toca powers legal process automation and prepares firms for AI, visit toca.legal or contact our team directly at info@toca.io.