Law Firms

Automate practice-area client acquisition, contingency case management, bar compliance, litigation operations, and business development for law firms.

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Common Challenges in Law Firms

Missing Calls

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Practice-Area Client Acquisition

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Contingency & Settlement Management

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Bar Compliance & Trust Accounting

Popular Law Firms Automations

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Intake Process Automation

Automates the full new-client intake workflow — from consultation to signed engagement letter and retainer payment — so attorneys spend zero time chasing paperwork.

ComplexSaves 10-15 hours/weekFeatured

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 — all without manual intervention.

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Law Firms

Common Challenges in Law Firms

Missing Calls

Practice-Area Client Acquisition

Contingency & Settlement Management

Bar Compliance & Trust Accounting

Popular Law Firms Automations

Intake Process Automation

Litigation Support Coordination

Client Education & Case Transparency

Law Firm Business Development

Personal Injury Case Pre-Qualifier

Family Law Consultation Funnel

Criminal Defense Emergency Response

Medical Lien Tracking Pipeline

CLE Deadline Tracker & Reminder System