First we audit your firm’s operations for the biggest bottlenecks, which includes: A deep dive into of your clients and case types, a flowchart of all your processes so we can see what the gaps are and what can be automated, we’ll even dive into your technology stack to see what can be cut, replaced or synced.

We’re going to build out your CRM and your practice and task management software. All your forms, for client intake, document management, case tracking, tasks, billing everything you need to collect from clients is going to be integrated and streamlined in one place/source of truth.

We automate your most burdensome workflows so you can take on more caseload, faster and with less reliance on staff/clients. For example: sales automations so you’re not chasing leads around, and client intake so you’re not manually collecting docs and assigning tasks. We even build  custom AI agents trained on your cases, firm and contracts, so your partners can use it for discovery, scheduling, drafting legal docs, emails.

We guarantee adoption by winning buy-in from employees upfront, simplifying procedures and training your team so leadership never has to micro-manage. Then, we setup a clean dashboard of your most important metrics. Lastly, we proactively manage your automations and platforms.