Admin work, intake calls, document chasing, and billing follow-ups consume 35–40% of your firm's capacity. We build automation that handles all of it — so your lawyers spend their hours practicing law, not processing paperwork.
No contracts. No setup fees. Results in 30 days.
Admin overhead is the silent killer of law firm profitability. These three issues cost the average firm $150,000+ per year.
A prospective client submits a consultation request. Someone on your team calls them back — eventually. Then the email tag starts: intake form, conflict check, document request, retainer. By the time you're ready to kick off, 40% have already gone elsewhere. Every missed intake is a lost matter worth $3,000–$15,000.
The average law firm waits 47 days to collect on an invoice. That's not a client problem — it's a follow-up problem. Paralegals and admins make awkward payment calls, clients delay because nobody pushes, and $20,000–$40,000 of outstanding billings sit unpaid at any given time. Automation fixes this without damaging the relationship.
Your attorneys spend 35–40% of their working hours on tasks that are not billable — intake calls, scheduling, document follow-ups, status updates, and internal coordination. At a $350/hour billing rate, that's $245/hour evaporating per lawyer, every day. This isn't sustainable, and it doesn't have to continue.
Every workflow operates within your existing software. No new platforms. No compliance risk.
The moment a prospective client submits a consultation request, they receive a branded intake questionnaire, conflict check form, and booking link automatically — within 5 minutes. By the time the consultation happens, your attorney has all background information pre-populated and ready. No tag emails. No wasted meetings.
Once a matter is opened, automation sends the client a prioritized document checklist with a secure upload link. If items are still missing after 3 days, a follow-up goes out automatically — and again at 7 days. Your paralegals stop chasing documents manually and start with complete files every time.
Clients receive automated reminders 2 weeks, 3 days, and 1 day before hearings, filings, and deadlines — with clear instructions on what they need to bring or do. This dramatically reduces last-minute calls and missed appointments, and eliminates the attorney time spent manually reminding clients.
Invoices are generated and sent on a schedule, then followed up at 7, 14, and 30 days overdue with progressively firmer reminders. Average collection time drops from 47 days to under 18. The awkward manual payment chase disappears entirely — your firm gets paid faster, and no one has to make uncomfortable calls.
When a new client is referred by an existing client or referral partner, automation sends a personalized thank-you message, logs the referral source in your CRM, and adds the referrer to a periodic nurture sequence. Firms that systematize referral acknowledgment see a measurable increase in referral volume within 90 days.
When a matter closes, automation sends the client a brief satisfaction survey and, for happy clients, a direct Google review request. This gives your firm real feedback on service quality, generates social proof, and — for clients who score low — creates an opportunity to address concerns before they become a bar complaint or a negative review.
Yes. All automation we build operates on your existing approved software stack — your practice management system, email, and document storage. We do not introduce new platforms that touch privileged client data. All workflows are configured within tools your IT and compliance team have already vetted, and we work with your firm's data governance requirements from day one.
Administrative and communication tasks are ideal: client intake questionnaires, document collection follow-ups, appointment confirmations, court date reminders, invoice generation, payment follow-ups, new matter onboarding checklists, and client satisfaction surveys. These tasks don't require legal judgment and are safe to automate — freeing your lawyers and paralegals for billable work that matters.
When a potential client submits a consultation request, automation immediately sends them a branded intake questionnaire, conflict check form, and a booking link. By the time the consultation happens, your attorney already has the client's background, conflict check results, and a pre-populated matter summary — saving 30–45 minutes of prep per new client and dramatically improving conversion from inquiry to retained matter.
Dramatically. Our billing automation sends invoices on a set schedule, then follows up at 7, 14, and 30 days overdue with progressively firmer reminders. Law firms using this system reduce average accounts receivable days from 47 to under 18. The awkward manual payment chase calls that paralegals currently make disappear entirely — the system handles it professionally and automatically.
Yes. We connect with Clio, MyCase, PracticePanther, Rocket Matter, Filevine, and most major practice management platforms, as well as document platforms like NetDocuments and iManage. Our automation works on top of the systems your team already uses — no software replacement required, and no disruption to how your firm currently operates.
Get your free automation audit and find out exactly which workflows are costing your firm the most billable time — and how quickly we can get that time back.
No contracts. No setup fees. 30-day results guarantee.