Legal
Transform your law firm with intelligent automation. Capture more billable time, modernize client service, and reduce administrative burden—without replacing your practice management system.
Results That Matter
Real impact from automation solutions delivering measurable business value
Hours returned to billable work through automation
Average savings on administrative overhead
Automated time capture eliminates missed entries
Self-service portals without staff involvement
Key Features & Benefits
Comprehensive automation solutions designed specifically for your industry
Time & Billing Automation
Capture billable time automatically from emails, documents, and calendar events without manual entry
- Passive time capture from Outlook/Gmail
- Document activity tracking
- Automatic time entry creation
- LEDES billing format support
Document Automation
Generate contracts, pleadings, and legal documents from templates with automated data population
- Template-based document generation
- Client data auto-population
- Version control and tracking
- E-signature integration
Client Intake Automation
Streamline new client onboarding with automated conflict checks, engagement letters, and matter setup
- Online intake forms
- Automated conflict checking
- Engagement letter generation
- Matter creation workflows
Practice Management Integration
Connect your legacy practice management system to modern tools without replacing what works
- PCLaw and Time Matters integration
- Clio and PracticePanther sync
- Calendar synchronization
- Contact and matter sync
Client Communication
Automated case updates, appointment reminders, and secure document sharing with clients
- Automated status updates
- Appointment reminders
- Secure client portals
- Document request workflows
Trust Accounting Automation
Maintain compliance with automated trust account reconciliation and client ledger management
- Automated reconciliation
- Client ledger updates
- Compliance reporting
- Retainer tracking
How It Works
Our proven process gets you from discovery to deployment efficiently
Discovery & Assessment
We analyze your current workflows, practice management systems, and identify automation opportunities specific to your practice areas
Solution Design
Custom automation blueprint created for your firm, from time capture to client communications
Implementation & Integration
Deploy automation systems with minimal disruption to ongoing cases and seamless integration with existing tools
Training & Optimization
Staff training and continuous optimization to ensure maximum adoption and ROI
Transform Your Challenges Into Opportunities
See how automation solves common industry pain points
Attorneys forget to log time, losing thousands in unbilled hours annually
Passive time capture automatically tracks email, document, and calendar activity for attorney review
Legacy practice management software (PCLaw, Time Matters) can't be accessed remotely
Cloud-enabling portals and mobile access without migrating away from your existing system
Manual client intake creates delays and compliance risks
Automated intake workflows with conflict checking, engagement letters, and matter setup
Document drafting requires copying data from multiple sources
Template automation pulls client and matter data automatically into document drafts
Clients constantly call asking for case status updates
Self-service client portals with automated status updates and secure document sharing
Trust accounting reconciliation is tedious and error-prone
Automated reconciliation with compliance reporting and client ledger management
Our Process
A streamlined workflow designed for maximum efficiency
Client Intake
Online forms, conflict checks, and engagement letter automation
Matter Setup
Automated matter creation with templates and task assignments
Work Tracking
Passive time capture and activity logging
Document Production
Template-based generation with data auto-fill
Client Updates
Automated communications and portal access
Billing & Collection
Automated invoice generation and payment reminders
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The Transformation
See the difference automation makes
Before Automation
- Attorneys manually log time at end of day (or week)
- Client intake requires paper forms and manual data entry
- Practice management locked to office computers
- Document drafting means copying from prior matters
- Clients call staff for every status update
- Trust accounting reconciliation takes hours monthly
- Staff chase down attorneys for time entries
After Automation
- Time captured automatically from emails and documents
- Online intake with automated conflict check and matter setup
- Access matter data from anywhere via secure portals
- Documents generate automatically with client data populated
- Clients check status and documents in self-service portal
- Trust accounts reconcile automatically with compliance reports
- Time entries created automatically for attorney approval
Why Choose Us
Built on expertise, trust, and proven results
Legal Industry Experience
Understanding of legal workflows, compliance requirements, and practice management systems
Legacy System Expertise
Proven ability to integrate and extend PCLaw, Time Matters, and other established legal software
Confidentiality Focus
All solutions designed with attorney-client privilege and data security as top priorities
Frequently Asked Questions
Can you integrate with PCLaw or Time Matters without replacing them?
Absolutely. We specialize in extending legacy legal software rather than replacing it. We build integrations that sync data between PCLaw/Time Matters and modern tools like client portals, document automation, and mobile apps. Your existing system remains your source of truth.
How does automated time capture work without disrupting attorneys?
Our passive time capture runs in the background, tracking email opens, document edits, and calendar events. It creates draft time entries that attorneys review and approve—usually taking 2-3 minutes at day's end instead of recreating their entire day from memory. Attorneys stay in control while capturing significantly more billable time.
Is client portal data secure and compliant with attorney-client privilege?
Yes. All client portals use bank-level encryption (256-bit SSL), secure authentication, and audit logging. Data is stored in SOC 2 compliant infrastructure. We design all solutions with attorney-client privilege protection as a core requirement, including access controls and communication encryption.
Can automation handle different practice areas (litigation, transactional, family)?
Yes. We customize automation for your specific practice areas. Litigation firms need deadline tracking and court filing automation. Transactional practices need document generation and closing coordination. Family law needs client communication and court date management. We build for your workflows.
What about trust accounting compliance?
Trust accounting automation includes built-in compliance with state bar rules. Automated reconciliation, client ledger management, and reporting help maintain compliance while reducing manual work. All trust account transactions are logged and auditable.
How do you handle legal document templates and automation?
We build document automation that pulls data from your practice management system, intake forms, and matter records. Templates can be as simple as engagement letters or as complex as complete contract sets with conditional clauses. Attorneys review and finalize—they don't start from scratch.
Ready to Modernize Your Law Practice?
Let's discuss how automation can help you capture more billable time, improve client service, and reduce administrative overhead—all while keeping your existing systems.