Your firm shouldn't be losing billable hours to manual intake and follow-up.
We automate client intake, appointment reminders, invoice follow-up, and reporting for law firms — so your team spends time on legal work, not administrative tasks.
The problems costing you money.
Slow intake loses clients
A prospective client fills out your contact form. Nobody follows up for two days. They've retained another firm.
Data entry eats billable hours
Your team manually enters intake form data into your CRM. Every new client. Every time. It takes 30 minutes per file.
Invoices sit unpaid
Outstanding invoices sit unpaid. Chasing clients for payment is awkward, time-consuming, and not what your staff should be doing.
What we automate for you.
Capture every new client inquiry immediately
New intake inquiries receive an immediate, professional response — even outside office hours. The system captures their details, answers initial questions, and schedules a consultation.
One extra retained client per month at $5,000 average matter = $60,000/year. System costs $6,000/year.
Eliminate manual data entry from intake
New client fills out your intake form — a complete file is automatically created in your system. All fields mapped, team notified, next steps triggered. Zero manual entry.
30 minutes of data entry per new client, 20 new clients per month = 10 hours returned to billable work every month.
Collect outstanding invoices without chasing
Unpaid invoices trigger a professional, automated follow-up at 3, 7, and 14 days. Personalized, firm, and stops the moment payment is received.
If you have $50,000 in outstanding receivables at any time, recovering 20% faster is worth more than the cost of the system.
The Firm Operations Engine
Five automations. One complete client operations system.
- Speed-to-Lead Agent — respond to new client inquiries immediately
- Intake Form → CRM Pipeline — zero manual data entry
- Appointment Reminder Sequence — reduce missed consultations
- Invoice & Payment Follow-Up — automated receivables management
- Weekly Reporting Bot — know your pipeline, billings, and outstanding amounts weekly
How it works
Three steps. Then it runs itself.
We build it
We configure every automation for your firm — your systems, your intake process, your communication standards. Nothing is generic.
It runs
From day one, the system handles follow-up, intake, reminders, reporting, and invoicing automatically. Your team focuses on the work that requires their expertise.
You grow
More clients converted. Less time lost to admin. Better visibility into your numbers. We monitor and optimise everything on an ongoing basis.
Your team's time is too valuable for manual admin.
Free 20-minute call. We'll identify exactly where your firm is losing billable hours to administrative work.