Automation for Modern Law Practices
Streamline client intake, document workflows, and billing so you can focus on practicing law.
Challenges We Solve
Tap each card to see how we solve the most common challenges facing legal firms.
Manual Client Intake
Hours spent re-entering client information from forms into your practice management system
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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.
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Document Chaos
Searching through emails and folders for the right version of contracts and agreements
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Document Generation
Automatically generate engagement letters, retainer agreements, and standard documents from client data. No more copying and pasting.
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Billing Bottlenecks
Time tracking scattered across systems, leading to revenue leakage and delayed invoicing
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Time & Billing Sync
Calendar events, emails, and tasks automatically create time entries. Sync with QuickBooks or your accounting software for seamless billing.
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Missed Deadlines
Calendar and task management spread across multiple tools with no unified view
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Client Communication
Automated case status updates, appointment reminders, and document request follow-ups keep clients informed without manual effort.
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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
Typeform
Clio GrowConflict Check
Automatically search existing clients and opposing parties for conflicts
Clio
MyCase
PracticePantherCreate Contact & Matter
New client record created in practice management with all intake data populated
ClioMyCasePracticePantherGenerate Documents
Engagement letter, fee agreement, and intake questionnaire auto-generated from templates
Docusign
PandaDocClioSend for Signature
Documents sent to client via e-signature platform with reminders
Docusign
HelloSignPandaDocSchedule Consultation
Calendar invite sent with video conferencing link
Calendly
Google Calendar
Microsoft 365Notify Team
Assigned attorney and staff notified of new matter with summary
SlackEmail
TeamsData That Flows Through
Outcomes
Implementation Options
This workflow can be built on any of these platforms. Click to see implementation notes:
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Contact UsFrequently 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.