Workflow automation for law firms.
Intake by phone, conflict checks in someone's head, documents chased over email, clients calling to ask where their case stands. We build the system that runs all of it, intake, document chase, status tracking and billing, so attorneys practice law instead of admin.
Sound familiar?
- New inquiries arrive by phone and email and nobody owns the follow-up
- Clients are chased for the same documents and signatures every week
- Case status lives in one person's head, everyone else asks them
- Deadlines and court dates tracked in a spreadsheet someone has to remember to open
- Retainers, invoices and the accounting file never quite agree
What the system automates
1. Intake & qualification
Every inquiry becomes a matter-in-waiting with structured answers, conflict flags and a next step, not a voicemail.
2. Document chase
Missing documents and signatures are requested automatically, with reminders that escalate until they arrive.
3. Client status portal
Clients see their own case status and what's needed from them. The 'any update?' calls stop.
4. Deadline tracking
Every matter carries its dates; the calendar and the team see what is due without anyone re-checking a sheet.
5. Billing sync
Time, retainers and invoices flow into QuickBooks or Xero, entered once, correct everywhere.
What we'd build
A typical build is a Legal Intake & Case Workflow System: a lead or call becomes a qualified matter, the client gets a portal and automated document requests, and the team works from one live pipeline instead of inboxes and spreadsheets.
Staff stop re-typing intake. Clients stop phoning for status. Nothing waits in someone's inbox.
The services behind it
- Custom Software DevelopmentInternal systems, portals and tools built around your actual workflow.
- CRM & ERP DevelopmentSales pipelines, operations systems and reporting built around your process.
- AI AutomationThe follow-ups, data entry and handoffs your team does by hand, automated.
- Web DevelopmentMarketing sites, web applications and portals: fast, accessible and built to rank.
Running this on spreadsheets and inboxes?
Show us how the work moves today. We'll tell you what can be automated and what we'd build: fixed scope, fixed price. Reply within one working day.