Industries / Law firms
Automation for small law firms
We automate the administrative side of a small practice: client intake, document collection, form preparation, deadline tracking and time entry. Attorneys keep the legal judgment, and every automated step ends with a person who checks it.
Five jobs that pull attorneys and staff away from client work, and what we build for each
New client intake
The problem Inquiries arrive by phone, web form, email and text. Details get written down in different places, and conflict checks wait until someone has time.
What we build One intake form and inbox that records every inquiry the same way, runs the names against your existing clients and matters, and lists possible conflicts for an attorney to review.
What you get Faster replies to new clients, and conflict checks that happen before the first meeting.
Collecting client documents
The problem Immigration, estate and family matters need passports, certificates, tax returns and statements, and staff spend days asking for the same items.
What we build A document checklist for each matter that tracks what has arrived, sends reminders on a schedule you set and gives clients one place to upload.
What you get Files that are complete sooner, and fewer reminder emails written by hand.
Typing the same details into every form
The problem A client's name, birth date, addresses and history get typed into intake notes, then into each government form, court form or estate document.
What we build One client record that fills your templates and forms from the same details. An attorney or paralegal reviews every form before it is signed or filed.
What you get Information typed once, and fewer errors that lead to rejections or corrections.
Deadlines and court dates
The problem Filing deadlines, hearing dates and response windows arrive in notices, emails and court orders, and missing one can hurt a client's case.
What we build A deadline tracker that reads incoming notices and emails, proposes the dates for each matter and sends reminders well ahead. A person confirms each date before it goes on the calendar.
What you get Every deadline in one calendar, with early warnings instead of last-minute scrambles.
Time entries rebuilt at month end
The problem Attorneys reconstruct billable time from memory, calendars and sent emails at the end of the month, and some of it never gets billed.
What we build Draft time entries built from calendar events, emails and documents worked on, ready for each attorney to edit and approve.
What you get More of the time you worked gets billed, and month-end billing goes faster.
What a first project looks like
We start with one process. Document collection or deadline tracking make a good first project because they repeat on every matter and the result is easy to check. We agree on a fixed price and a finish line before we start.
Questions owners ask
Do we have to change our software?
No. We build around the tools you already use, such as your practice management software, your document storage and your email.
Where does our client data go?
It stays in systems you control. We agree on what access we need before work starts, and each automation runs inside your own accounts.
What does a first project cost?
Each project has a fixed price that we agree on before work starts. We set it after a short call about the process you want to automate.
How do you make sure deadlines are met?
Before work starts we agree in writing on the scope, the price and the delivery date. You get progress updates along the way, and if anything puts a date at risk you hear about it early, with a plan to keep it.