Fast intake response
New inquiries from calls, forms, and chat get a quick reply and a link to book a consultation.
For small and mid-size law firms
Respond to every potential client before the next firm does.
We automate intake responses, consultation booking, document requests, and client updates inside the practice management system you already run. Attorneys and staff approve anything that goes out.
Sound familiar?
- A potential client calls after hours, leaves a voicemail, and signs with someone else by morning.
- Staff spend hours chasing clients for documents and signatures.
- Clients call for case status because nobody's had time to send an update.
You don't need another platform. You need the follow-up to happen, every time, without someone remembering to do it.
What we automate
Consultation booking and reminders
Consults get scheduled, confirmed, and reminded to cut no-shows.
Document and signature follow-up
Clients get timed reminders for missing documents and unsigned engagement letters.
Client status updates
Clients get plain-language updates at key milestones, approved by your team, so they call less.
Review and referral requests
Satisfied clients get asked for a review at the close of a matter.
How it works
- 1
We map one messy week
On a short call we walk through how work moves today, from the first message to paid, and pick the one handoff that costs you the most.
- 2
We connect your tools
Forms, phones, calendars, inbox, and the system you already run. Nothing gets ripped out.
- 3
We automate the follow-up
The repetitive part runs on its own, day or night. A person on your team approves anything a customer sees.
- 4
You watch it work
Simple reporting shows what came in, what got answered, and what got booked. We keep tuning it.
Works with the tools you already use
We don't sell software and we don't rip out what you have. We connect to it. A few we work with:
Clio
MyCase
PracticePanther
Lawmatics
Smokeball
Filevine
Microsoft 365
Google Workspace
Don't see yours? Ask. If it has a way in, we can usually connect it.
Questions we hear a lot
Does this give legal advice?
No. We automate administrative communication like intake, scheduling, and reminders. Legal advice stays with your attorneys, and they approve the templates.
How do you handle confidentiality?
Workflows run inside systems your firm already uses and controls. We set them up so client details stay where your firm's policies say they should.
We're a solo practice. Is this overkill?
Solo and small firms often benefit most, because there's no front desk to catch every call.
Do I have to switch software?
No. We work inside the tools you already pay for. If something truly can't connect, we'll tell you during the audit, before you spend anything.
Does anything go out to customers without us seeing it?
Only if you want it to. Every workflow starts with a person approving anything a customer will see. You decide what's safe to send on its own later.
What does it cost?
It depends on how many workflows you need and which tools we connect. We'll give you a written scope and a number after the audit call. No surprises, no long contract to find out.
Pick one workflow. We'll tell you if it's worth automating.
Book a free 15-minute workflow audit. We'll look at how work moves today and tell you honestly whether automation would help. If it won't, we'll say so.
We reply the same business day. In person in the Las Vegas valley, remote everywhere else.