Intake to engagement, automated
Web form to conflict check to engagement letter to e-signature to matter open in Clio. Each step automatic, with a paralegal review gate at the right point.
From $7,5007:1 typical
Vertical · Regulated, matter-aware
From engagement letter to invoice, without the manual relay.
Solo practices to 40-attorney firms. Plaintiff, defense, corporate, family, estate. The work between client and billable hour: intake, conflict checks, engagement letters, document assembly, matter management, billing realization. Each step a Quick Win waiting to happen.
The problems
Where the hours go.
Law firms run on hours. Every hour spent on intake, formatting, or chasing missing signatures is an hour not billed. Most firms have 10-25% realization slippage hiding in the back office.
Problem 01
Intake leaks across forms, email, and phone calls.
A prospective client lives across an intake form, an email thread, a phone call, and a paralegal's spreadsheet before they ever become a matter. Conflict checks happen by memory. Engagement letters get drafted from yesterday's template.
- Intake-to-engagement takes 5+ days
- Conflict checks run manually
- Engagement letters typed each time
Problem 02
Document assembly is paralegal hours.
Pleadings, contracts, transmittal letters, retainer agreements. Same template, different names. Hours that should be five minutes turn into half a day because formatting and exhibits get re-done by hand.
- Templates copy-pasted by paralegals
- Exhibits attached by file-explorer
- Formatting errors after every revision
Problem 03
Billing realization erodes between time and invoice.
Time worked, time captured, time billed, time collected. Each step loses a percentage. Most firms can't tell you their actual realization without an hour of spreadsheet work.
- Time not entered same-day
- Pre-bill review eats partner time
- Realization unknown until quarter end
Quick Wins, legal services
What we ship first.
The most-shipped Quick Wins for legal services operators. Each one is fixed price, fixed date, scoped from the audit.
Document assembly engine
Templates with named fields, structured exhibits, version control. Generate a deposition packet or a closing binder in minutes instead of hours.
From $9,5006:1 typical
Realization dashboard
Time entered, billed, collected, written off, by attorney and matter. A real number, refreshed nightly. Stops the quarter-end mystery.
From $6,5005:1 typical
Conflict-check automation
Pull from your CRM, prior matters, and adverse-party lists. Run name and entity matches. Flag, route, log. Cuts the conflict-clearance window from days to minutes.
From $7,0005:1 typical
Claude-drafted correspondence
Routine correspondence (status letters, fee reminders, deposition transcripts summaries) drafted by Claude under attorney supervision. Always reviewed, never sent unattended.
From $8,500Time, not dollars
E-discovery intake pipeline
Custodian collection, deduplication, basic culling, hand-off to review platform. Cuts review hours and stops the partner from doing first-pass review at 11pm.
From $12,0004:1 typical
Real engagement
Durham firm: intake-to-engagement from five days to ninety minutes.
A Durham family-and-estate practice, eight attorneys, was losing prospects in a five-day intake-to-engagement gap. The conflict check sat on the paralegal's desk. Engagement letters were re-typed. Two prospective matters a month went elsewhere over slow turnaround.
The audit recommended one Quick Win: intake to engagement, automated end to end. We shipped it in three weeks, fixed price. Conflict checks now run inside ten minutes. Engagement letters draft from the intake form. The paralegal reviews and sends.
Closed-matter rate on prospective clients is up 28%. The paralegal got Friday afternoons back.
90 min
Intake-to-engagement, down from 5 days
28%
Lift in closed-matter rate
12 hrs
Paralegal hours reclaimed per week
$72k
Year-one revenue from faster conversion
Legal services Q&A
Questions specific to your floor.
The questions we hear most from legal services operators. For everything else, the general FAQ has more.
How do you handle client confidentiality?
NDAs are signed before any shadow day. Matter-bounded access controls are baked into every integration. Claude (when used) is run with prompts and outputs logged and bounded to the matter at hand.
Do you draft pleadings with AI?
No. AI drafts routine correspondence under attorney supervision. We do not ship anything that touches pleadings, briefs, or substantive legal work without human authorship.
Will this work with my matter management system?
Clio, MyCase, PracticePanther, NetDocuments, iManage, Worldox: yes. If it has a documented API, we can integrate. We do not replace your matter system; we integrate around it.
Can you help me move off a legacy system?
Migration work is possible but it is its own engagement, scoped separately from automation. We will usually advise to automate the current system first, then migrate when the math clears.
Ready for legal services
Get the back office off your partners' desks.
The friction audit surfaces the hours hiding between client and billable. The math is on the page in writing.