Law Firms automation

Common problems

• Client intake is a manual process with the same questions asked by phone, then re-entered into the system
• Billing time capture relies on lawyers remembering to log hours at the end of the day
• Deadline and limitation period tracking is done on a calendar that nobody checks proactively
• Document assembly means copying templates and filling in client details by hand
• Conflict checks require searching across multiple databases and files

Automations to prioritize

• Client intake automation

  New clients fill out an intake form. The system runs a conflict check against your existing client database, generates an engagement letter, and opens the file, all before the first meeting.

• Time and billing

  Calendar events and email threads get flagged as billable. At the end of each day, lawyers get a prompt with suggested time entries based on their activity. Time entries sync to your billing software.

• Deadline management

  Every file has critical dates tracked: limitation periods, filing deadlines, court dates, and follow-up tasks. Reminders escalate from the responsible lawyer to the supervising partner.