Solutions · Law firms
Lawyers shouldn't spend billable hours on intake forms and chasing documents. We automate that admin so they can focus on the legal work.
What we usually find
Intake calls that never become clients
Documents chased by email
Deadlines tracked in personal calendars
What we automate
Structured intake
Enquiries are qualified with the right questions and routed to the right lawyer.
Document collection
Clients upload what is needed through a guided checklist with reminders.
Contract drafting
First drafts are generated from templates and intake answers for review.
Deadline alerts
Key dates are tracked centrally with reminders to the whole team.
A typical first project
A sensible place to start. It affects revenue directly and usually goes live in a couple of weeks.
Example workflow · Intake to engagement letter
Trigger
A potential client completes the intake form
Step 1
Conflict-check details are extracted and logged
Step 2
The matter is created in your practice system
Step 3
An engagement letter is drafted from your template
Step 4
It goes out for e-signature and is filed when signed
Result
New matters opened the same day, with nothing retyped.
Related services
Automation for law firms, mapped in 30 minutes.
Book a free 30-minute audit. We go through a normal week with you, list the work that can run on its own, and estimate the hours it would save.
- 30-minute call, free
- Fixed price before any work
- Everything built in your accounts