Streamline client intake, document workflows, and billing so you can focus on practicing law.
Industry Benchmarks
These are the challenges we hear most often from legal firms.
Hours spent re-entering client information from forms into your practice management system
Searching through emails and folders for the right version of contracts and agreements
Time tracking scattered across systems, leading to revenue leakage and delayed invoicing
Calendar and task management spread across multiple tools with no unified view
Tailored automation solutions designed for your industry's specific needs.
Connect your website forms to your practice management software. New client information flows directly into Clio, MyCase, PracticePanther, or your system of choice.
Automatically generate engagement letters, retainer agreements, and standard documents from client data. No more copying and pasting.
Calendar events, emails, and tasks automatically create time entries. Sync with QuickBooks or your accounting software for seamless billing.
Automated case status updates, appointment reminders, and document request follow-ups keep clients informed without manual effort.
See how we automate the workflows that matter most to your business—from understanding to implementation.
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
Prospect submits intake form with case details, contact info, and conflict check data
Automatically search existing clients and opposing parties for conflicts
New client record created in practice management with all intake data populated
Engagement letter, fee agreement, and intake questionnaire auto-generated from templates
Documents sent to client via e-signature platform with reminders
Calendar invite sent with video conferencing link
Assigned attorney and staff notified of new matter with summary
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 WorkflowsWe connect the software your industry relies on.
We work with professionals across legal firms facing these common challenges.
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.
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.
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.
Let's discuss how we can automate your workflows and free up your team to focus on what matters most.