For Law Firms

You went to law school to practice law. Not to chase invoices and manage intake.

We build back-office systems for solo attorneys and small law firms — intake automation, matter tracking, billing follow-up, and AI-assisted document workflows that keep the practice running without you in the middle of every admin task.

Book a Free Audit

Sound familiar?

  • New client intake is inconsistent — every matter starts differently
  • Matter status lives in your head and scattered email threads
  • Billing and invoice follow-up happens late, or gets forgotten entirely
  • Referral relationships go cold because there's no follow-up system
  • You're handling admin that should be automated or delegated

What changes after we build this.

  • Client intake runs as a structured, consistent sequence every time
  • Every active matter tracked in a single pipeline with clear status
  • Invoice delivery and payment follow-up automated on completion milestones
  • Referral relationships maintained with automated check-ins
  • Admin off your plate so you can focus on billable work

What's included in the build.

Scoped on the audit call — every practice is different.

Client Intake Pipeline

Structured intake from first contact through signed engagement — conflict check, retainer, intake form, and welcome sequence.

Matter Tracking CRM

Every active matter tracked by stage, deadline, and responsible party. Visible without digging through email.

Billing & Payment Automation

Invoice delivery triggered on milestones, with automated payment reminders that escalate appropriately.

Referral Partner Follow-Up

Automated check-ins and thank-you sequences for referral sources — so the relationship stays warm.

AI Document Drafting Workflow

AI-assisted first drafts for routine correspondence, demand letters, and intake documents — reviewed and approved by counsel.

Client Communication Sequences

Automated status updates at key matter milestones so clients aren't left wondering where things stand.

Let's look at your practice operations.

Free 30-minute call. Audit is also free if we're aligned.

Book the Free Audit