Connect consultation requests, intake forms, document collection, and your practice management software. We build law firm intake automation around your team's approval steps, with compatibility and scope confirmed before work begins.
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.
If you need a client database and intake forms, start by evaluating the tools already included in your practice management plan. Aplos provides implementation and integration services. A custom workflow makes sense when information still has to be copied between forms, calendars, document storage, and your matter system.
Measure staff minutes per intake, monthly intake volume, and the cost of the proposed system. Compare the labor cost before and after a pilot, including subscriptions and support. Time released is capacity, not guaranteed billable revenue; use your firm's measured results to assess payback.
Inquiry captured → questionnaire completed → staff conflict and engagement review → approved matter created → documents requested. We confirm the required access to Clio, MyCase, or PracticePanther before promising an integration.
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.
30 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.
We configure a managed product or scope a custom system in writing. You know what is included, what it costs, and who supports it.
We launch, document, and support the system according to the chosen path. Custom ownership and handoff are defined in the written scope.
Build notes
What a law firm intake or billing automation has to get right before it is safe to run unattended.
the Clio intake automation workflow shows one of these built end to end.
Managed monthly
Start with one location and a defined workflow. We confirm your tools, volume and scope before payment.
Answer calls while you work. Capture the details, screen the request, and get the right person involved.
Follow up new leads and open estimates. Stop when they reply, book, decline, or opt out. Give your team the next step.
Front Desk and Follow-Up working together, with one verified booking connection and a single view of what happened next.
Bring your current intake form, practice management tool, and the handoff that takes the most staff time. We map the workflow, identify what your existing software can handle, and scope any missing connections. Use a blank form or synthetic example, without client information.
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