Services / Law firm automation
Your firm grows. Your headcount doesn’t.
We are a law firm automation agency. We take the operational work that usually forces the next hire, intake, mail, client communication, reporting, and hand it to systems built inside the tools you already run. The measurable goal goes in the agreement. Miss it and you don’t pay.
What we automate
Intake and onboarding
A lead comes in, gets qualified, lands in the case management system, and the welcome sequence goes out, all without anyone retyping a name. At the firm we run this for, onboarding went from 45 minutes to under 3.
Mail and document processing
Scanned mail, forms, and attachments get read, classified, and filed where they belong the moment they arrive, instead of sitting in a paralegal's queue eating hours a week.
Client communication
Updates, reminders, and check-ins go out on time through the channel each client actually reads. If someone goes quiet or unhappy, the firm hears about it that day.
Operations and reporting
Data entry, task routing, approvals, and handoffs run underneath the team. The numbers the firm makes decisions on are current every morning with nobody stopping to build a report.
Escalation
When something genuinely needs a lawyer's judgment, it surfaces with the full context attached. Everything else stays handled. Nothing drops silently, which matters when a missed SSA appeal window has a real cost.
How the engagement runs
Operations audit
We map how work actually moves through your firm and find where the hours go. You get a straight read on what is automatable and what it would save, whether or not you hire us.
System design you approve
You see exactly what gets built, and sign off, before a line of code is written. No black boxes and no surprises at delivery.
Build into your stack
We build inside the tools you already use while your team keeps working. Anything deadline-sensitive runs in dry-run mode next to your manual process first, and cuts over only when the logs prove it right.
Maintain and improve
We watch every run after launch. Failures alert us, not just you. As your operations shift, the systems get tuned with them.
The guarantee
Every project is priced on a measurable outcome. The outcome, the baseline we start from, and how it gets measured all go into the project agreement in writing, not left as marketing language. If the automation does not hit it, you do not pay.
And because everything runs in accounts you own, whatever we built stays with you either way. You are never renting your own operation back from us.
Clio, in depth
We build inside your existing case management system instead of replacing it, and our deepest experience is with Clio. Five production integrations live today, sharing one OAuth token chain we keep refreshed so they do not fall over. If your firm runs on Clio, read the specifics on Clio automation.
Who it's for
Firms where the operation, not the demand, is the ceiling. Usually somewhere around 11 to 50 staff, taking more work than the team can comfortably carry, and looking at another round of hiring to keep up. If you have already tried to hire your way out of an efficiency problem, that is the tell. Practice area guides are in the blog.
Common questions
What does law firm automation cost?
We price on the outcome. Before anything gets built we agree the result, the baseline we are starting from, and how it gets measured, and all of it goes in the agreement. If the system does not hit the number, you do not pay. What a project runs depends on what you are automating and what it is worth to the firm, which is what the free audit sizes up.
Custom automation or a tool like Zapier?
We build custom, every time. Zapier and Make are fine for simple, low stakes connections, but a law firm's work gets specific fast, and that's where they quietly break: a deadline with real consequences, a scanned document nothing can read, the exception that needs a judgment call. In a law firm a quiet break has a real cost. We build inside the tools you already run, handle the edge cases properly, and route to a person when judgment is actually required, so nothing important slips without someone knowing.
How long does it take?
A first system is usually live within a few weeks. Anything deadline sensitive runs in dry-run mode alongside your manual process first, and takes over only once the logs prove it right, so nothing breaks while it earns its place.
Compare notes?
Book a free 30-minute audit, or read how this played out at a firm that nearly doubled while its admin headcount stayed flat. Either way you leave knowing where your growth is capped and what it would take to lift it.