How does this work with privilege and confidentiality?

Every workflow we build for legal teams runs inside your existing systems — Clio, NetDocuments, iManage, etc. We don't proxy or store privileged content. Audit logs capture every PHI/PII/privileged touch for compliance review.

Will this conflict with our malpractice insurance requirements?

We've worked alongside the standard requirements. The key issues — written authority for client comms, attorney review of all outbound communications, audit trails — are baked into our designs. Your insurance carrier may want to review specific workflows; happy to share what we typically build.

Can you integrate with our practice management system (Clio, MyCase, etc.)?

Yes. Clio, MyCase, PracticePanther, and Smokeball all have APIs we work with regularly. We extend your PMS rather than replace it — most of the value is at the seams between PMS, DMS, billing, and client portals.

Do you do litigation tech / e-discovery?

Some. E-discovery is its own deep specialty (Relativity, Everlaw, etc.) and we scope it separately. For matter-level automation around custodian holds, document collection, and production workflows, yes — these are familiar patterns to us.

All industries

Use case · Legal Services

Automation for firms where every hour should be billable.

Lawyers bill by the hour and lose hours every week to intake, conflict checks, time entry, and client follow-ups. We build automation that respects privilege and audit requirements while moving the administrative layer off your attorneys' calendars.

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$12,000 – $50,000Payback: 60–120 days typical

Legal Services & Law Firms

Tell-tale signs

Most firms hit these walls between 10 and 50 attorneys.

Law firms run on tradition and on paper — both of which compound as the firm grows:

Matter intake takes a week from first call to engagement letter

Conflict check → engagement letter draft → fee agreement → matter setup → client portal access — all done by hand by a paralegal who has 30 other things on their plate.

Time entry is the partner's least favorite hour of the week

Friday afternoon: every attorney reconstructs their week from email, calendar, and memory. By Monday, 15–25% of billable time has evaporated.

Client comms are inconsistent

Status updates depend on the attorney. Some clients get weekly check-ins, some get silence for months. Both lead to bad reviews and bad renewals.

Documents live in 6 places

Some in NetDocuments, some in iManage, some on a shared drive, some in someone's email. Finding the right version of a contract is a 30-minute archaeological dig.

Highest-ROI automations

What we ship most often for law firms + legal teams.

Built with privilege, conflict, and retention in mind — full audit logs, access controls, and document retention policies baked in.

Matter intake + conflict check orchestration

Intake form → automated conflict check against your database → engagement letter generation → fee agreement → matter setup → client portal credentials. From 5 days to 90 minutes.

See related automations

Time-entry capture + reconciliation

Calendar + email + document activity automatically captured as time entry suggestions for attorney review. Cuts 'reconstruction Friday' from 2 hours to 20 minutes per attorney.

See related automations

Automated billing workflows

Pre-bill generation, attorney review, client billing format compliance (ABA codes, LEDES for corporate clients), AR aging alerts, payment reconciliation. Reclaims a billing-specialist FTE.

See related automations

Client status update automation

Templated client recaps with matter-specific milestones, attorney-reviewed before send. Ensures every client gets consistent comms whether their attorney remembers or not.

See related automations

Document automation + templates

Standard agreements (NDAs, engagement letters, settlements) generated from structured intake data + reviewed by attorney before send. Cuts drafting time substantially on routine matters.

See related automations

E-discovery + matter management workflows

Custodian holds, evidence collection, review platform integration, production pipelines. Litigation ops is its own beast — we scope it as a phase 2 once foundational automation is live.

See related automations

Typical stack

The tools we usually see in this industry.

We integrate around what you run today — no platform swaps required. Don't see your tool? Ask.

Clio
MyCase
PracticePanther
Smokeball
NetDocuments
iManage
DocuSign
Adobe Sign
PandaDoc
QuickBooks
Bill.com
Microsoft 365
Outlook
Slack
Zoom
LawPay

Composite example

25-attorney mid-size firm — matter intake from 5 days to 90 minutes.

The setup

Regional law firm. 25 attorneys, 12 paralegals. Practice areas: commercial litigation, employment, M&A. Matter intake was a 5-day process from prospect call through engagement letter signature. Conflict checks ran across 3 separate databases, manually. Time-entry compliance hovered at 78%.

What we did

1Mapped the intake-to-engagement workflow including conflict check requirements
2Built an intake form with automated routing + conflict screening against the firm's databases
3Templated engagement letter + fee agreement generation tied to intake data
4Integrated DocuSign + Clio for matter creation + client portal provisioning
5Added Slack alerts for intake bottlenecks and missing time entries

Composite of patterns we've seen in legal engagements; not a single named client.

Outcome

Time-to-engagement: 5 days → 90 min
Conflict check accuracy: 100%
Time-entry compliance: 78% → 96%
Billable hours recovered: 8 hrs / atty / mo

Pricing snapshot

$12,000 – $50,000

Payback: 60–120 days typical

Most firms start with intake + conflict check + time-entry capture as one project ($15k–$25k). Document automation and e-discovery workflows usually come in phase 2.

Get a fixed quote Full pricing

Free 30-min scoping call
Industry-specific scope
Source code + workflows you own
30 days post-launch tuning
Compliance-aware where relevant

Questions

Common questions for legal services & law firms.

How does this work with privilege and confidentiality?: Every workflow we build for legal teams runs inside your existing systems — Clio, NetDocuments, iManage, etc. We don't proxy or store privileged content. Audit logs capture every PHI/PII/privileged touch for compliance review.
Will this conflict with our malpractice insurance requirements?: We've worked alongside the standard requirements. The key issues — written authority for client comms, attorney review of all outbound communications, audit trails — are baked into our designs. Your insurance carrier may want to review specific workflows; happy to share what we typically build.
Can you integrate with our practice management system (Clio, MyCase, etc.)?: Yes. Clio, MyCase, PracticePanther, and Smokeball all have APIs we work with regularly. We extend your PMS rather than replace it — most of the value is at the seams between PMS, DMS, billing, and client portals.
Do you do litigation tech / e-discovery?: Some. E-discovery is its own deep specialty (Relativity, Everlaw, etc.) and we scope it separately. For matter-level automation around custodian holds, document collection, and production workflows, yes — these are familiar patterns to us.

Other industries we serve