Build a Practice That Runs Itself - Almost.
Automation for Law Firms
Power your practice with automated operations so your team can work faster and smarter.
We take care of connecting the tools you’re already using and managing the workflows that automate repetitive tasks like case management, client communications, invoicing, and more.
Maximize the Tools You’re Already Using
Outlook
DocuSign
PracticePanther
Lawcus
Clio
Lawmatics
MyCase
QuickBooks
and many more…
Asana
Built for Your Business - Not the Box
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Operational Assessment
Every firm has its own challenges, context, and momentum. That’s why our work starts with listening, not assuming. We identify what's getting in the way of execution, clarity, and progress to create meaningful, lasting impact without disrupting what’s already working.
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System + Workflow Design
We look at the full picture to design custom solutions that are clear, sustainable, and quietly powerful. This means building automated workflows, integrated systems, and smart processes that reduce friction and free up your team’s time for high-value work.
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Support + Management
Our work blends strategy with execution. This means we don’t just hand you a plan - we build the structure, tools, and habits that bring it to life, and then continue to manage and maintain them in the background to keep everything running smoothly for your team.
See the Difference Automation Makes
Save time
Reduce errors
Get paid faster
Increase process compliance
Improve client experience
Streamline communication
Your Questions, Answered.
Technology is reshaping how teams work - don’t get left behind. If you’re ready for operations that feel less reactive and more intentional, let’s talk
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Case management systems and other tools commonly used by law firms have limited and inflexible automation features. We bypass those limitations to deliver powerful AI-enhanced automations with centralized decision-making, advanced conditional logic, and workflow chaining across tools.
We’ll handle optimizing your tools and systems so your team can focus on practicing law.
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We bring deep expertise in automation and systems design. While an internal operations manager focuses on day-to-day execution, we help you build the foundational structure and tools to make that execution more efficient - without the overhead of a full-time hire.
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Common automations include intake workflows, task assignments, status updates, email communications, internal reminders, document generation, and more. If it’s repetitive and rule-based, we can likely automate it.
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We work with firms of all sizes across a variety of practice areas. Whether you’re running a solo practice, managing a lean team, or scaling an established firm, our systems are tailored to fit your specific needs.
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Pricing depends on the scope of implementation. Once systems are in place, you’ll pay a flat monthly rate for ongoing maintenance and support — no surprises, just steady, reliable help.
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Not necessarily. We work with the tools you already have in place and if a change would make a meaningful impact, we’ll guide you through it. The goal is to build around your team, not disrupt it.
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Yes - Once the initial implementation is complete, we continue to manage and maintain everything in the background to keep it all running smoothly for your team.
Your Trusted Partner in Automation
Our philosophy is simple: Stay curious.
Curiosity drives how we work, who we work with, and the results we help create. It’s how we bring clarity to chaos and momentum to ideas. It’s what keeps us sharp, adaptable, and human.
In a world full of default settings and legacy processes, curiosity helps us cut through the noise. It pushes us to challenge assumptions, uncover root causes, and find smarter, simpler ways to operate. Curiosity asks “Why are we doing it this way?” and “What if there’s a better way?”
Our team has over 30 years of hands-on experience working behind the scenes - supporting leadership, aligning teams, and building the systems and workflows that quietly power progress. We’ve seen how often great ideas get stuck in messy execution: strategies that never leave the slide deck, teams overwhelmed by unclear processes, and leaders pulled into the weeds instead of steering from the top. We work across teams to bridge those gaps — translating goals into action, designing processes people actually use, and making it easier for teams to do the right work at the right time. We know the magic isn’t in the complexity, it’s in building simple systems that free up space for real progress.