Intake in 15 Minutes, Not 2 Hours. Every Time.
We build the CRM systems and intake automations that let law firms handle more clients without hiring more staff — and never drop a case again.
We Work Across All Practice Types
Law Firm Case Studies
Immigration Law Firm
Before
2 hours per client intake
After
15 minutes with full automation
Monday.com CRM with automated intake forms, attorney assignment, welcome email sequence, and case file creation.
Personal Injury Firm
Before
50+ cases tracked in spreadsheets
After
Automated 12-stage pipeline with alerts
Full case pipeline with automated deadline alerts, client milestone emails, and managing partner weekly report.
Law Firm Automation Solutions
Automated Client Intake
Intake form submission triggers the entire onboarding workflow: case record created, attorney assigned, welcome email sent, initial documents generated — in under 90 seconds.
Case Pipeline Management
Custom Monday.com pipeline with your exact case stages. Every case tracked from initial consultation to resolution with full team visibility.
Deadline & Calendar Automation
Statute of limitations, filing deadlines, and case milestones automatically created and tracked with 7-day and 3-day advance alerts.
Document Workflow
Retainer agreements, intake questionnaires, and status letters automatically generated from case data and sent for e-signature via DocuSign.
Client Communication Automation
Pre-written, personalized client update emails triggered automatically at key case milestones. Clients stay informed without staff effort.
Firm Analytics Dashboard
Real-time dashboard showing active cases by stage, attorney workload, intake volume, and conversion rates — always current, zero manual updates.
Cut Your Intake Time in Half
Our law firm clients go from chaos to clarity in under 4 weeks. Book a discovery session — we'll show you exactly what to automate first.