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Law Firms

YOUR FIRM
RUNS ON
more than
GOOD
LAWYERS.

We build the systems growing law firms need: automated intake, connected tools, and pipeline visibility that doesn't require a partner to assemble by hand.

Law firm professional meeting
Built for Law Firms
The Problem

GREAT LEGAL
WORK. BROKEN
operations.

Most law firms win clients through reputation and relationships. The operations to support that growth? Almost universally manual, inconsistent, and fragile. The same patterns appear every time.

01
Manual Client Intake
New inquiries handled by email, chased by phone, followed up by whoever remembers. Documents requested multiple times. Onboarding takes 2–3 weeks when it should take 2–3 days.
02
Disconnected Practice Management
Your PMS, time-tracking, billing, and CRM don't talk to each other. Data gets copied manually between systems. Nobody trusts any of it by the time a matter is closed.
03
No Live Pipeline View
Understanding how much work is in the pipeline requires someone to manually compile a report from three different systems. It happens monthly, if at all. Decisions get made without reliable information.
04
Fee Earner Dependency
Partners and senior associates are still doing administrative work: chasing documents, sending standard updates, managing routine client communication. Because no system exists to handle it without them.
05
Inconsistent Client Experience
What a client experiences depends entirely on which fee earner they're assigned. There's no consistent onboarding sequence, no standard communication rhythm, no reliable way to know how every client is feeling at any point.
What We Build

THE LAW FIRM
operating system.

→
Automated Client Intake

From first inquiry to signed engagement letter, automated. Conflict checks triggered on submission, documents requested via portal, onboarding running without anyone having to remember.

⊞
Connected Practice Stack

Your PMS, CRM, time-tracking, and billing connected into one coherent system. Data flows automatically. Nothing is entered twice. Everyone sees the same picture.

◈
Live Pipeline Dashboard

Real-time view of matters in progress, fees outstanding, team utilization, and new inquiries. Built on data you already have. No new tools required. Ready in 2 minutes, not 2 hours.

§
Client Communication System

Standard updates sent automatically at key milestones. Fee earners freed from routine communication. Clients informed at every stage, without anyone having to remember.

◉
Branded Client Portal

A portal where clients submit documents, track matter progress, and communicate with the firm. Reduces inbound calls and keeps everything in one place.

↗
Fee Earner Workflow

The administrative tasks that land on senior people, routed to the right place automatically. Partners spend time on legal work, not chasing information or sending standard emails.

In Practice

FROM MANUAL
INTAKE TO
automated pipeline.

Client · 12-person law firm
The Problem

A 12-person litigation and commercial firm. Every new client inquiry was handled manually: email chains, chased documents, no consistent process. Senior associates were spending 4–6 hours per week on intake admin. New clients were waiting an average of 11 days from first contact to signed engagement letter.

What Was Built

A fully automated intake pipeline: inquiry form triggers conflict check, automated document request sequence, client portal for document submission, engagement letter generated on approval, onboarding sequence triggered on signing. Integrated with their existing PMS and billing system.

80%
Reduction in intake admin time
3d
Average onboarding time (was 11d)
4×
Year-one return on build cost
0
Missed follow-ups in 6 months post-build
How It Works

FOUR PHASES.
No surprises.

Phase 01Operations Audit
1–2 weeks · $2,500
We map your entire operation: every workflow, every tool, every manual process. We score each area, quantify the cost, and deliver a prioritized roadmap. You walk away knowing exactly what needs fixing and what it costs. Whether or not we continue, the audit is yours.
Phase 02Design
1–2 weeks · included in build
We architect the solution before we build anything. Every system is designed for your firm: your tools, your people, your way of working. You approve the design before we write a single line of code or set up a single automation.
Phase 03Build
3–8 weeks · project fee
We build in weekly sprints. You see what we've built every Friday via a short video update. Nothing goes live until you've tested it and approved it. No surprises at handoff.
Phase 04Handoff & Support
1–2 weeks · included
Full documentation your team can follow. Live training with everyone who will use the system. A 30-day support window after launch. At 30 days, a before-and-after report showing what changed.
Start Here

LET'S TALK
ABOUT YOUR
firm.

30 minutes. We'll map your current operation, identify your biggest time sinks, and tell you exactly what we'd build. No obligation.

Book a Discovery CallFree Operations Scorecard