Stop Paying People to Handle Legal Intake
Your team spends hours transferring client intake from email to case management. We automate the whole pipeline — intake parsing, document organization, client communication tracking — so your people focus on legal work, not data entry.
- Free 30-min operations audit — you keep the plan either way
- First automation typically live in about two weeks
- Month-to-month after a 90-day start — no lock-in
$3,500/month starting · Built for 10–100 person firms · First automation ~2 weeks
Book your free audit
Tell us where your team is stuck. We reply within 24 hours with next steps — no obligation.
Your Free 30-Minute Workflow Audit
Here's what you'll get during the audit:
Map your intake bottleneck
We follow one real client from email through your system and identify the manual handoffs costing the most time.
Quantify the hours
We show exactly how many hours per week your team spends on the steps we can automate.
Deliver a written plan
By end-of-week you get a written Workflow ROI Map showing which steps to automate first and what it'll save.
After the audit: No high-pressure pitch. We'll show you transparent pricing ($3,500–$5,000/mo typical). Month-to-month after your first 90 days. You own all the automations. Your data is never used to train AI.
Ready to eliminate your intake chaos?
Schedule Free AuditThree Steps to Eliminate Your Intake Chaos
Transparent at every step. If something won't work, we'll tell you before we build it.
You bring one workflow costing 5+ hours per week. In your 30-minute audit, we trace it end-to-end, map the manual steps, and quantify what fixing it's worth. If we can't find 5+ hours to recover, we'll tell you before you spend a dollar.
We write your Workflow ROI Map. By end of week, you get a written breakdown of exactly which steps we'd automate, how many hours that recovers per week, and transparent pricing for your firm size.
We build and deploy your automations. No code for you to maintain. We handle monitoring, error recovery, and re-triggering failures. You get weekly check-ins on what's running and what's next to automate.
Want to see what this looks like for your firm?
Schedule Free AuditYour Automations Run Reliably. Your Data Stays Yours.
Production-grade reliability, built-in from day one.
Built on your existing tools
Clio, LawLics, MyCase, HubSpot, Zapier, Make, or custom APIs. No rip-and-replace, no new software to learn.
Monitored 24/7
Every automation has error detection and automatic recovery. If a step fails, we retry and notify you.
You own the automations
You can see every workflow running, audit the logic, and export the rules. Not locked into our platform.
Data stays with your firm
We never store your client data or use it to train AI. We read from your systems, write back to your systems, and that's it.
Our guarantee: If we can't find at least 5 hours/week to save, we'll tell you before we start.
Is this right for you?
We're not for everyone, and that's fine. Here's who we work well with.
Good fit
- 10–100 person firm (or growing toward that)
- Your team spends 5+ hours per week on manual intake or data entry
- You use standard practice management tools
- You want transparent, predictable pricing without surprises
- You're open to founder-led, hands-on service
Might not work yet
- Solo practitioner or 1–3 person firm (different economics)
- Need completely custom legal software
- Want something entirely free
- Your workflows use niche tools we can't integrate with
- Need guaranteed results in the first week
Investment
Transparent pricing. No hidden setup fees. Month-to-month after 90 days.
How it works
- Scope depends on your workflows — we map it during the free audit
- Includes: dedicated engineer, 24/7 monitoring, maintenance, monthly reporting
- You own every automation we build
What's included
- Audit & implementation of your highest-impact automations
- Real-time monitoring with alerting
- Ongoing optimization as your processes evolve
- Dedicated support
- Monthly ROI report showing hours saved
Every engagement starts with a free operations audit. If we can't save your team meaningful time, we'll tell you.
Ready to stop wasting hours on intake?
Schedule Free Audit
Who's behind this.
Founder-Led. Transparent. Done-For-You.
We're not a DIY platform. We're a small team that builds and operates your automations for you. Your consultant stays with your project, understands your firm's chaos, and owns the outcome.
I've built 54 production systems that run 24/7. Systems where downtime has real consequences and edge cases need handling. That experience is why every automation we build includes monitoring, error handling, and recovery — the same principles that keep mission-critical systems running around the clock.
No handoffs to a bot. No waiting in support queues. No high-pressure pitches. Just transparent pricing and honest feedback: if we can't find 5+ hours/week to save, we'll say so before you spend a dollar.
Questions we get asked.
Typically 2 weeks after you decide to move forward. Your audit happens Week 1, the plan is written by Friday, and we scope & build immediately. Most clients see their first workflow live in Week 2–3.
We tell you. Our qualifier is honest: if we can't find 5+ hours per week to recover, we'll tell you before you commit to the retainer. Your time is precious; if you're not a fit, we'll say so.
No. We work with whatever you're using: Clio, LawLics, MyCase, HubSpot, email, Zapier, Make, or APIs. No rip-and-replace. If it doesn't connect, we'll tell you in the audit.
We monitor 24/7. If a step fails, the system retries automatically, and we get alerted. You'll hear from us same-day if there's an issue.
Yes. After your first 90 days, it's month-to-month. You can pause or cancel anytime. The automations stay running until you tell us to turn them off.
No. We never store or use your client data for anything other than running your automations. Your data stays in your firm's systems.