Our Approach

We build custom automations with platforms like Zapier to help law firms work smarter. By connecting the tools you already use, like Clio, MyCase, LawPay, Google Workspace, Microsoft 365, and more, we turn disconnected processes into seamless workflows that run automatically in the background.

These workflows eliminate repetitive tasks such as intake, scheduling, document generation, and invoicing. The result is less time spent on admin and more time focused on your clients.

Sample Automation

A prospective client submits an intake form on your website, a conflict check runs, and the system takes care of the next steps automatically.

• If approved: a client file is created, an engagement letter is generated, a welcome email is sent, and key dates are added to the calendar.

• If not: a non-engagement letter and follow-up email are sent without any extra effort from your team.

Your Results

By automating everyday steps, your firm reduces manual work, minimizes errors, and frees up valuable time to focus on what matters most… serving your clients.

Book a Free 30-Minute Consultation

Here’s how it works

• Meet with us – Book a free 30-minute consultation to discuss your processes, pain points, and goals.

• Map the plan – Outline automation options and show how they will work for your firm.

• Build & test – Custom workflows are created and tested to ensure accuracy and reliability.

• Present & launch – Finished automations are reviewed with your firm, refined as needed, and launched once approved.