01
Intake becomes a matter
The form a client fills out creates their contact and the matter, filled in, before anyone touches the keyboard.
Legal & Law Firms
Open the file. It's already set up.
A new client calls, and by the time you hang up the matter exists, the retainer is out for signature and nobody has retyped a thing. That's what we build for firms: Clio, Filevine, SmartAdvocate and your e-signature and billing tools working as one.
2manual handoffs
0automated
Your people are doing the work of connectors.
Carrying data from one system to the next by hand is slow, error-prone and costly, and it isn’t what they’re here for. It’s not a people problem. It’s a plumbing problem.
Where the time goes
Think about what happens after a good intake call. Someone opens the case system and keys in the details. Then the e-signature tool, a template, the same details again. If the client signs at nine at night, nobody knows until morning.
None of that is legal work. It's carrying information from one box to the next, and it's the reason a misspelled name ends up on a retainer or a deadline never reaches the calendar. Fix the handoffs and the paralegals get their afternoons back.
One of our recent projects
Mid-Sized Personal Injury Firm
New-client intake by phone, Clio for matters and billing, a separate e-signature tool for retainers.
The intake call ends and the matter and contact already exist in Clio, pulled straight from the intake form. The retainer goes out for signature within minutes, pre-filled from the matter record, and the signed copy lands back on the matter automatically.
A day with and without the busywork
Same people, same tools. The difference is who carries the data.
Without usWith us
8:30
Without usParalegal retypes last night's intake call into the case system.
With usThe matter and contact were created when the form came in.
10:15
Without usA retainer is built from a template, sent, and forgotten until the client calls.
With usThe retainer went out for signature before the call ended, and the signed copy filed itself.
2:00
Without usA case moves to a new stage. Someone remembers to tell the referring office.
With usThe referring office got the update and the client got a text.
5:30
Without usHours get logged from memory before the week closes.
With usTime and expenses were already on the invoice draft.
What we take off your plate
02
Retainers go out the same day
Built from the matter record, sent for signature, and the signed copy files itself back where it belongs.
03
Nobody forgets the update call
When a case moves to a new stage, the referring office gets an email and the client gets a text. The case manager only picks up the phone for the cases that need it.
04
Billable time stays billed
Time and expenses flow into the invoice as you work, so month end stops being a hunt for hours that never got logged.
05
Deadlines land on calendars
Enter a court date once on the matter. It shows up on the right calendars without a second entry.
Tools we connect
Pages for the software we already integrate and automate.
Questions we hear
Do you replace our case management software?
No, and we'd talk you out of it. Clio, Filevine or SmartAdvocate stays the system of record. We connect it to the tools around it and build only what's missing.
What happens to client files?
They stay put. Each step moves only the fields it needs, and before we build anything we write down exactly what moves and where.
Let's talk
Get the paperwork off your paralegals
Tell us what your staff retypes on every new matter. You'll get a straight answer on what can run itself, usually within a day.
Let's talk →