Workflow Automation for Law Firms Whose Staff Retype the Same Names All Day

Projects start at $850 for a timed workflow audit, an engagement letter template, and 2 more automations. The $2,250 plan adds up to 8 templates, deadline reminders, matter checklists, and billing workflows. Firm-wide automation across practice groups starts at $4,700. Zapier or Make subscriptions are billed to your firm directly.

Starter automations go live in 2 to 3 weeks, and firm-wide projects take up to 8. The audit fills the first week. Templates and rules follow, and we launch one workflow at a time so your staff learn each change before the next one arrives.

Start with tasks that repeat on every matter and carry risk when missed: engagement letters, new matter setup, deadline calendaring, and invoice runs. Our audit times each step and ranks them by hours and risk. Tasks that happen twice a year rarely earn an automation, so we leave those alone.

Automated matter intake workflows cut hours by removing retyping. One intake record creates the matter, the contact, the billing entry, the document folder, and the task list at once. The time saved depends on your matter volume, so we measure it before and after launch.

Document automation fills a template's merge fields with matter and contact data, so a letter or pleading is ready in seconds. Clio Manage templates and the Clio Draft Word add-in both work this way, and MyCase's e-signature templates support merge fields too. Attorneys still review the result before it goes out.

Automated workflows reduce the risk by calculating dates from rules and escalating reminders nobody acts on. Clio's Court Rules feature adds related court events from a trigger date, and limitation dates get their own reminders. Your attorneys stay responsible for every deadline, so reminders support docketing rather than replace it.

You connect them with Zapier or Make scenarios that react to events and pass data between apps. A new matter or a paid invoice can trigger the next step. Clio and MyCase both have Zapier apps, and gaps get small custom scripts. Every scenario logs its runs and alerts someone when a step fails.

Yes, we automate billing steps inside the law firm billing software you already use rather than replacing it. Typical workflows include time entry reminders, scheduled invoice runs, overdue payment reminders, and a weekly aging summary for the billing partner. Payment processing itself stays with your processor.

No, we automate the system you already run. Clio, MyCase, and PracticePanther each offer built-in templates and integrations, and we use those before adding anything new. A switch only makes sense when your current tool can't do what your firm needs, and that's a separate project.

Your staff can, with the runbook we write for each automation. Support lasts 30 to 60 days by plan, and after that you can hire us for changes or hand the work to your own IT provider. Every zap, scenario, and script stays in your firm's accounts.