The average attorney loses 2–3 hours a day to intake paperwork, document chasing, and invoice delays. That's $150,000+ in unbilled time every year. We automate the admin so your team bills what they're worth.
Every new matter means a new round of manual data entry, document requests, and follow-up emails. It's the same process every time — and it's costing you billable hours.
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.
Time entries pile up, billing review takes hours, and by the time the invoice lands, the client has mentally moved on. Cash flow suffers and collections get harder.
New matter opened in Clio, MyCase, or PracticePanther → intake questionnaire sent automatically → documents requested → e-signature via DocuSign → all data populated back into the matter. Zero manual entry.
Custom checklist sent to client on matter open → automated reminders every 48hrs until received → documents stored in Clio or NetDocuments → attorney notified when the file is complete.
Time entries from Clio or Cosmolex reviewed → invoice auto-generated → sent to client with payment link → overdue reminders sent automatically at 7, 14, and 30 days. No manual billing runs.
New consultation request → instant confirmation sent → intake form triggered → lead added to Clio Grow or HubSpot → team notified with case type and source. No referral goes cold over a weekend.
20 minutes. We map your intake-to-invoice workflow and pinpoint exactly where attorney time is being lost to non-billable work.
Fixed hours, fixed price. We connect your existing practice management tools — no replacements, no disruption to active matters.
Full walkthrough, Loom video, written handoff doc. Runs on your accounts. No monthly fee to keep it running.
Deep Dive
Law Firm Automation: Streamline Client Intake, Document Collection & Billing
Book a free 20-minute audit. We'll map your intake-to-invoice workflow and show you exactly where the hours are leaking — written breakdown sent same day, no obligation.
Book a Free Audit Call →