WGL Advisory ServicesStructured legal-support, financial analysis and evidence organisation for attorneys, legal teams and businesses.
WGL Advisory Services supports attorneys, law firms, in-house legal teams, compliance officers and businesses with structured document preparation, evidence organisation, financial quantification support, governance documentation and AI-enabled workflow support.
Where WGL fits
Legal work often depends on the quality of the underlying documents, financial schedules, chronologies, correspondence trails and governance evidence. Attorneys provide legal advice and legal strategy. WGL supports the background work that helps make the facts, numbers and documents clearer, more consistent and easier to review.
Who we support
Pain points
Core use cases
These are support services. WGL prepares structure, schedules, templates and documentation packs. Attorneys or suitably qualified professionals must review and approve legal content, legal conclusions and external submissions.
Inputs: Pleadings or instructions, correspondence, contracts, meeting notes, emails, WhatsApp exports, invoices, payment records and key documents.
Outputs: Event chronology, date-based timeline, source-document references, issue notes and missing-information list.
How it helps: Helps the attorney or client see the sequence of facts clearly and identify gaps before drafting or strategy discussions.
Inputs: Scanned files, emails, contracts, invoices, policies, registers, photos, schedules, minutes and matter correspondence.
Outputs: Indexed bundle, exhibit list, document register, cross-reference schedule and review checklist.
How it helps: Reduces time spent searching for evidence and improves reviewability of documents.
Inputs: Client narrative, source documents, correspondence, key dates, financial schedules and issue lists.
Outputs: Facts-only summary, chronology extract, parties matrix, issues table and assumptions or gaps note.
How it helps: Creates a clean factual starting point without making legal conclusions.
Inputs: Attorney instructions, existing drafts, source facts, client records and document history.
Outputs: Template letters, affidavit-structure outlines, notice templates, heads-of-argument support outlines and review notes.
How it helps: Accelerates first-draft preparation while keeping legal judgement with the attorney.
Inputs: Contracts, addenda, annexures, email negotiations, change logs and signed versions.
Outputs: Contract summary, clause comparison table, version-control register, obligations matrix and issue list for legal review.
How it helps: Helps teams understand what changed, what is outstanding and what needs attorney review.
Inputs: Accounting records, invoices, bank statements, ledgers, contracts, interest terms and supporting schedules.
Outputs: Reconciliation schedules, damages inputs, loss schedules, interest calculation templates and assumptions note.
How it helps: Improves the financial structure of claims, defences, settlement discussions or negotiations.
Inputs: Debtor ledger, invoices, credit notes, statements, payment history, contracts and correspondence.
Outputs: Statement reconciliation, dispute issue list, ageing schedule, supporting invoice pack and payment chronology.
How it helps: Helps attorneys or internal teams understand what is owed, disputed, paid or unsupported.
Inputs: HR records, attendance data, warnings, policies, hearing documents, correspondence and payroll records.
Outputs: Hearing bundle, charge-sheet template, evidence index, chronology, outcome-letter draft template and review checklist.
How it helps: Supports consistency and completeness, while legal and labour advice remains with appointed professionals.
Inputs: Policies, minutes, resolutions, registers, delegations, approvals, compliance records and board or committee packs.
Outputs: Governance evidence file, delegated-authority matrix, policy index, minutes extracts and risk or compliance register support.
How it helps: Helps demonstrate decision records, approvals and governance discipline.
Inputs: Bank statements, supplier records, payroll data, invoices, procurement documents, approvals and user access logs.
Outputs: Red-flag schedule, anomaly list, payment trail map, procurement or payment chronology and supporting evidence index.
How it helps: Helps organise facts and financial trails without making legal findings or legal conclusions.
Inputs: Corporate records, contracts, financial schedules, tax correspondence, registers, policies and operational documents.
Outputs: Document checklist, gap list, summary matrix, risk-issue table and data-room index.
How it helps: Improves readiness for attorneys, buyers, sellers, funders or professional advisers.
Inputs: SARS letters, statements of account, returns, assessments, VAT or PAYE records, bank statements and accounting schedules.
Outputs: Correspondence support drafts, reconciliation schedules, dispute-pack structure, document request checklist and professional-review notes.
How it helps: Organises the tax-support documentation needed for professional review and SARS engagement.
Contact WGL for a scoping discussion where evidence organisation, financial schedules, chronology packs or governance records need to be made more reviewable.
Key challenges
Records are scattered across email, WhatsApp, files, accounting systems and personal folders.
Claims, collections or disputes rely on figures not reconciled to invoices, bank statements or ledgers.
Different emails, witness notes and summaries present events differently.
Teams rush drafts, bundles and schedules close to filing, hearing or negotiation deadlines.
Sensitive personal, financial or employee information is circulated without clear controls.
Different teams use different formats for letters, summaries, schedules and evidence packs.
Minutes, resolutions, policies, approvals and registers are incomplete or hard to find.
Teams use AI to summarise or draft documents without source checking or confidentiality safeguards.
SARS correspondence, returns, statements of account and reconciliations are disconnected.
One person understands the matter history, but documents and rationale are not formalised.
Solution map
| Challenge | WGL support service | Deliverables | Method / tools | Outcome | Boundary note |
|---|---|---|---|---|---|
| Scattered evidence and correspondence | Document organisation and evidence bundle support | Evidence index, bundle, exhibit list, cross-reference table. | Document taxonomy, source references and AI-assisted sorting with human review. | Faster review, clearer evidence trail and better matter control. | Attorney decides relevance and legal strategy. |
| Incomplete chronology | Chronology and timeline support | Date-based timeline, facts summary and gaps list. | Source tagging, consistency checks and event matrix. | Improves factual clarity and instructions. | No legal conclusions by WGL. |
| Weak claim substantiation | Financial quantification support | Reconciliations, loss schedules, interest templates and assumptions note. | Accounting review, spreadsheet models and source cross-checks. | More structured financial inputs for legal review. | Attorney or expert determines legal basis. |
| Collections disputes | Debtor and collections support packs | Statement reconciliation, invoice pack, dispute issue list and ageing report. | Ledger analysis, bank or invoice matching and payment chronology. | Clearer view of amounts claimed, disputed or unsupported. | Legal demand and strategy handled by attorney. |
| Contract version confusion | Contract summary and version-control support | Clause comparison, obligations matrix and version register. | Table-based comparison, metadata review and change log. | Improves internal and legal review readiness. | No interpretation of legal effect. |
| Governance evidence gaps | Governance defensibility pack | Policy index, minutes extracts, authority matrix and action tracker. | Audit-style evidence file and control checklist. | Improves governance traceability and defensibility. | Directors and attorneys approve final position. |
| SARS or tax matter disorganisation | SARS or tax-linked support pack | SARS correspondence index, SoA schedule and reconciliation support. | Tax or accounting schedules, document request list and review notes. | Better-organised tax matter for SARS or adviser review. | Final tax position subject to professional review. |
| Legal operations inefficiency | Legal Ops and AI Enablement | Template bank, workflow maps, AI knowledge hub and review checklist. | AI-assisted workflows with confidentiality controls and human review. | Faster, more consistent support documents. | AI outputs are reviewed; no legal advice. |
How we work
Confirm matter type, support required, intended audience, deadline, information available and attorney involvement.
Request correspondence, contracts, invoices, bank statements, ledgers, policies, minutes, evidence files or SARS letters.
Work on a minimum-necessary information basis with access discipline, version control and controlled outputs.
Prepare summaries, indexes, schedules, templates and cross-references using source documents and stated assumptions.
AI may assist with sorting, summarising and first drafts, but outputs are checked against sources and reviewed by humans.
Share drafts for attorney or client review, incorporate comments and flag items requiring legal, tax or specialist judgement.
Deliver Word, PDF and/or Excel outputs with indexes, schedules, version control and assumptions where relevant.
For recurring matters, build templates, trackers, matter libraries and controlled AI knowledge hubs.
Service pathways
For: businesses, attorneys or legal teams needing order from disorganised documents.
Scope: matter intake, chronology, document index, gaps list and initial summary.
Deliverables: chronology, source list, issue matrix, missing-document list and action tracker.
Boundary: facts-only support; attorney review required.
For: attorneys, law firms, in-house teams or businesses preparing dispute, collections, labour or commercial matter packs.
Scope: evidence bundle, quantification schedules, debtor reconciliations, contract summaries, draft templates and matter packs.
Deliverables: indexed bundle, financial schedules, reconciliations, template drafts and assumptions register.
Boundary: no legal advice; external filings must be approved by attorneys.
For: law firms, in-house teams or businesses needing repeatable document workflows and controlled AI-supported support processes.
Scope: template library, document taxonomy, workflow maps, matter trackers, controlled AI knowledge hub and review protocols.
Deliverables: templates, workflow guides, prompt controls, version register, AI-use checklist and training notes.
Boundary: AI outputs require human review and confidentiality controls.
Why WGL
Frequently asked questions
No. WGL provides legal-support services such as document structuring, evidence organisation, financial schedules, chronology packs and drafting support templates. Legal advice remains the responsibility of the attorney or suitably qualified legal professional.
WGL can assist with templates, structure, factual summaries, supporting schedules and draft outlines where instructed. Any affidavit, pleading or legal document must be reviewed and approved by the client attorney before use.
Yes. WGL can organise documents into indexed bundles, exhibit lists, source references, cross-reference schedules and review packs. The attorney decides what is relevant, admissible or strategically appropriate.
Yes. WGL can prepare accounting-based schedules, reconciliations, damages inputs, interest calculation templates and assumptions notes. The legal basis and final position must be reviewed by the attorney or appointed expert.
WGL takes a confidentiality-first approach and works on a minimum-necessary information basis. Sensitive personal, financial and employee information should be shared only where relevant to the agreed scope.
AI outputs are not treated as authoritative. WGL uses source-document checks, human review, version control and attorney or client review loops. We avoid legal conclusions and require professional sign-off before external use.
Typical inputs include matter instructions, correspondence, contracts, invoices, bank statements, ledgers, policies, minutes, emails, evidence files, SARS letters and existing drafts. WGL issues a tailored request list after scoping.
WGL can assist with documentation packs, chronology, evidence indexes, charge-sheet templates, hearing-bundle structure and outcome-letter draft templates. This is support only and is not labour or legal advice.
WGL can assist with schedules, reconciliations, correspondence support drafts, SARS statement organisation and dispute-pack structuring. Final tax positions and submissions require professional review.
Yes. WGL can help create template banks, document naming conventions, matter checklists, issue matrices, chronology templates and controlled AI-assisted workflows.
No. WGL can provide forensic-style documentation support, anomaly schedules and payment trail mapping. Formal forensic conclusions, legal findings or disciplinary decisions must be made by appropriate professionals.
WGL can support contract summaries, clause comparison tables, obligation matrices and version-control registers. WGL does not give legal opinions on the legal effect of clauses.
Depending on scope, WGL can deliver Word documents, PDF bundles, Excel schedules, indexes, registers and editable templates. The agreed format should be confirmed at scoping stage.
Turnaround depends on scope, urgency, document volume, information quality and review requirements. WGL confirms realistic timelines after scoping the matter.
Speak to WGL about the documents, schedules and packs you need. WGL will help scope the support requirement and identify the most appropriate legal-support pathway.
Discuss Legal-Support Requirements View Fee Pathways Email WGL