The average attorney loses 2–3 hours a day to intake paperwork, document chasing, and invoice delays. At standard billing rates, that's $150,000+ a year in time that never gets billed. We automate the admin so your team bills what they're worth.
Every new matter kicks off the same sequence: manual data entry, document requests, follow-up emails. Your paralegal knows exactly what's coming. So does your billable hour count.
Clients don't know what to send or when. Your team spends days chasing bank statements, IDs, and signed forms that should have arrived in week one. It keeps happening.
Time entries pile up, billing review drags, and by the time the invoice lands, the client has mentally moved on. Cash flow suffers. Collections get uncomfortable.
New matter opened in Clio, MyCase, or PracticePanther → intake questionnaire sent → documents requested → e-signature via DocuSign → data populated back into the matter. Zero manual entry from your team.
Custom checklist goes out on matter open → reminders fire every 48 hours until docs arrive → stored in Clio or NetDocuments → attorney notified when the file is complete. No chasing required.
Time entries from Clio or Cosmolex reviewed → invoice generated and sent with a payment link → overdue reminders go out at 7, 14, and 30 days. No manual billing runs. Your team only steps in when something unusual needs attention.
Consultation request → instant confirmation → intake form triggered → lead added to Clio Grow or HubSpot → team notified with case type and source. A Friday-night inquiry doesn't sit until Monday.
20 minutes. We walk your intake-to-invoice workflow and show you where attorney time is leaking into non-billable work. On the call, not in a follow-up deck.
Fixed hours, fixed price. We work within your existing practice management tools. No replacements, no disruption to active matters.
Loom walkthrough, written handoff doc, full access. Runs on your accounts. No monthly fee.
Deep Dive
Law Firm Automation: Streamline Client Intake, Document Collection & Billing
Book a free 20-minute audit. We walk your intake-to-invoice workflow and show you exactly where the hours are going. Written breakdown sent same day. No obligation.
Book a Free Audit Call →