Legal Practice Automation

Streamline Your Law Firm Operations

Eliminate manual data entry and administrative burden. Spend more time practicing law, less time on paperwork.

✓ Clio & PracticePanther Integration | ✓ Secure & Confidential | ✓ 24/7 Intake Answering

Book a Discovery Call Learn More

✓ Attorney-Client Privilege Protected ✓ SOC2 Compliant Infrastructure

We Solve These Common Problems

❌ Current Pain Points

• Hours lost to manual data entry and document filing
• Missed intake opportunities when phone goes unanswered
• Billing disputes from inaccurate time tracking
• Deadline anxiety from manual calendar management
• Inconsistent client communication and follow-up

✓ With Automation

✓ Automatic intake-to-case-file processing
✓ 24/7 AI phone answering for new client inquiries
✓ Seamless time tracking and invoice generation
✓ Automated deadline reminders and court date alerts
✓ Consistent client communication sequences

What We Automate

Common legal practice automation solutions

📋

Client Intake Automation

Capture client info, create CRM records, generate engagement letters automatically

📁

Document Management

Automate filing, naming, and organization with Clio or PracticePanther

⏱️

Time & Billing

Automated invoicing, payment reminders, and time entry workflows

🔒

Secure & Confidential

Attorney-client privilege protected with encrypted, compliant systems

Solutions for Legal Practices

Custom solutions tailored to your practice size and needs

⚡

Starter

1-2 workflow automations for solo practitioners

🏢

Professional

3-5 workflows with full practice management integration

🚀

Enterprise

Complete firm transformation

Book a Practice Audit

Custom quotes based on your firm size and case management system

Real ROI Example

15 hrs/week

Admin time saved

$9,000/mo

Recovered billable time

< 2 months

Payback period

Based on 15 hours saved × $150/hr billing rate = $9,000/month value from $12,500 automation investment

How We Work

Practice Audit

We analyze your current workflows and identify automation opportunities

Solution Design

Custom automation plan tailored to your practice and case management system

Implementation

Deploy integrations with Clio, PracticePanther, or your existing tools

Training & Support

Complete training for your staff with ongoing support

We Integrate With Your Existing Tools

Clio PracticePanther MyCase Smokeball LawPay QuickBooks

Frequently Asked Questions

Do you integrate with Clio and PracticePanther?

Yes! We specialize in integrations with major legal practice management systems including Clio, PracticePanther, MyCase, Smokeball, and others. We can also connect to LawPay, QuickBooks, and email systems.

How do you protect attorney-client privilege?

All automations use encrypted connections and secure credential storage. We never access client content—only metadata for workflow routing. Our systems are designed with legal confidentiality requirements in mind.

Can AI answer potential client calls?

Yes! Our AI voice agents can handle initial intake calls 24/7, capturing caller information, basic case details, and scheduling consultations. Hot leads are routed to attorneys immediately.

What's the ROI for a small firm?

A solo practitioner or small firm typically saves 10-15 hours per week on administrative tasks. At $150-300/hr billing rates, that's $6,000-$18,000/month in recovered time—paying for the automation within 1-2 months.

How long does implementation take?

Most legal automation projects complete in 1-2 weeks. We work around your schedule to minimize disruption to ongoing cases.

Have More Questions? Contact Us →