Automation for Modern Law Practices
Streamline client intake, document workflows, and billing so you can focus on practicing law.
Industry Benchmarks
Sound Familiar?
These are the challenges we hear most often from legal firms.
Manual Client Intake
Hours spent re-entering client information from forms into your practice management system
Document Chaos
Searching through emails and folders for the right version of contracts and agreements
Billing Bottlenecks
Time tracking scattered across systems, leading to revenue leakage and delayed invoicing
Missed Deadlines
Calendar and task management spread across multiple tools with no unified view
How We Help Legal Firms
Tailored automation solutions designed for your industry's specific needs.
Automated Client Intake
Connect your website forms to your practice management software. New client information flows directly into Clio, MyCase, PracticePanther, or your system of choice.
Document Generation
Automatically generate engagement letters, retainer agreements, and standard documents from client data. No more copying and pasting.
Time & Billing Sync
Calendar events, emails, and tasks automatically create time entries. Sync with QuickBooks or your accounting software for seamless billing.
Client Communication
Automated case status updates, appointment reminders, and document request follow-ups keep clients informed without manual effort.
Common Legal Firms Workflows
See how we automate the workflows that matter most to your business—from understanding to implementation.
Client Intake & Onboarding
When a potential client fills out your intake form, their information flows through your entire tech stack automatically—creating contacts, generating engagement letters, scheduling consultations, and setting up the matter.
Convert a prospective client into an active matter with all systems populated and documents generated
Workflow Steps
Capture Lead
Prospect submits intake form with case details, contact info, and conflict check data
Conflict Check
Automatically search existing clients and opposing parties for conflicts
Create Contact & Matter
New client record created in practice management with all intake data populated
Generate Documents
Engagement letter, fee agreement, and intake questionnaire auto-generated from templates
Send for Signature
Documents sent to client via e-signature platform with reminders
Schedule Consultation
Calendar invite sent with video conferencing link
Notify Team
Assigned attorney and staff notified of new matter with summary
Data That Flows Through
Outcomes
Implementation Options
This workflow can be built on any of these platforms. Click to see implementation notes:
Ready to automate these workflows for your business?
Discuss Your WorkflowsTools We Integrate With
We connect the software your industry relies on.
Who We Help
We work with professionals across legal firms facing these common challenges.
Managing Partner at a 10-15 attorney firm
Typical Challenges
- Client intake taking hours of manual data entry
- Billable time leakage from inconsistent time tracking
- Staff overwhelmed during busy periods
Typical Impact
- Onboarding reduced from hours to minutes
- 15-30% more billable time captured
- Staff capacity increased without hiring
Common Software
Office Manager at a family law practice
Typical Challenges
- Attorneys using different time tracking methods
- Calendar chaos across multiple systems
- Client communication bottlenecks
Typical Impact
- Unified time capture from calendar events
- Automated billing cycle
- Client satisfaction scores improved
Common Software
Solo practitioner handling immigration or personal injury
Typical Challenges
- Evening hours spent on client status updates
- Document version control nightmares
- Wearing too many hats
Typical Impact
- Automated case status notifications
- 10+ hours per week reclaimed
- Focus on practicing law, not admin
Common Software
Frequently Asked Questions
Which practice management systems do you integrate with?
We work with all major legal practice management systems including Clio, MyCase, PracticePanther, Smokeball, Rocket Matter, and others. If you use a different system, we can likely integrate it too.
How do you handle client confidentiality?
We follow strict security protocols and never access client case data. We only work with the metadata needed to route information between systems. All integrations use encrypted connections and follow legal industry security standards.
What if we change practice management systems?
Our integrations are designed to be adaptable. If you switch systems, we can migrate your automations to work with your new platform, often within days rather than weeks.
Ready to Transform Your Legal Firms?
Let's discuss how we can automate your workflows and free up your team to focus on what matters most.