Law Firms
Automate practice-area client acquisition, contingency case management, bar compliance, litigation operations, and business development for law firms.
Popular Law Firms Automations
View allIntake Process Automation
Automates the full new-client intake workflow โ from consultation to signed engagement letter and retainer payment โ so attorneys spend zero time chasing paperwork.
End-to-end intake automation that triggers on consultation completion: sends intake questionnaire, collects documents, generates and e-signs the engagement letter, processes the retainer payment, creates the case in your CMS, and notifies the assigned attorney and paralegal โ all without manual intervention.