Intake & screening
- Trigger
- An inquiry arrives by web, phone or referral
- Outcome
- Intake answers are captured and routed to the right practice area for attorney review; your team decides whether to take the matter
- Lawmatics/Clio
LAW FIRMS
Respond to every inquiry and keep clients informed, automatically.
We automate intake, scheduling, document collection and status updates around your practice management software, so your team spends less time on admin and more on legal work.
- TriggerInquiry arrives
- ActionIntake answers captured
- CheckRouted to the right practice area
- CheckConflict check flagged
- UpdateConsultation booked
THE PROBLEM
Where the time goes
Inquiries wait while attorneys are in court
Prospects call the next firm.
Consult scheduling takes several calls
Calendars and availability don’t line up.
Chasing clients for documents
Matters stall waiting for paperwork.
“What’s happening with my case?” calls
Clients ask because nobody has told them.
WORKFLOWS
Workflows we build for law firms
Each one starts from a clear trigger and ends in a visible outcome, on the tools you already use.
Consultation booking
- Trigger
- A prospect is approved for a consult
- Outcome
- They book a time, and the invite and confirmation go out
- Clio/MyCase
- Google Calendar/Outlook
Document collection
- Trigger
- A matter is opened
- Outcome
- The client gets a checklist and secure upload link, with reminders until complete
- Clio/MyCase/PracticePanther
- DocuSign
Matter status updates
- Trigger
- A matter reaches a milestone
- Outcome
- The client receives a plain-language update your team has approved
- Clio/MyCase
Deadline & task reminders
- Trigger
- A key date is entered
- Outcome
- Tasks and reminders are created for the responsible team members
- Clio/MyCase/PracticePanther
Review requests
- Trigger
- A matter closes
- Outcome
- A review request goes out at an appropriate time
- Lawmatics
INTEGRATIONS
Works with your legal practice stack
Practice management
- Clio
- MyCase
- PracticePanther
Intake & CRM
- Lawmatics
E-signature
- DocuSign
Using something else? If it has an API or webhooks, we can usually connect it.
HOW WE WORK
Audit. Build. Run.
One workflow at a time, with a fixed quote before any work starts.
- 01
Audit
A free 30-minute workflow review. We map one handoff, find where it stalls, and send a written plan with a fixed quote within 48 hours.
- 02
Build
We build one production workflow on your existing tools, test it against real edge cases, and document how it works.
- 03
Run
We monitor it, fix what breaks, and make small improvements as your process changes.
- Your tools stay
No platform migration; we connect what you already use.
- You own everything
Accounts, workflows and documentation stay in your name.
- Humans make the decisions
Candidate and client decisions stay with your team.
- Failure alerts
If a step fails, the right person hears about it.
COMMON QUESTIONS
Questions about automation for law firms
Does any automation give legal advice?
No. Workflows handle scheduling, reminders, documents and routing only.
Who decides whether we take a matter?
Your team. Intake gathers information; attorneys decide.
How is client confidentiality handled?
Workflows run in your firm’s approved systems, share only what each step needs, and operate within your confidentiality and compliance requirements.
Will this replace Clio or MyCase?
No. We build around the platform you use.
RELATED INDUSTRIES
Explore similar workflows
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