New enquiry
Website form
Automate the handoffs. Keep the decisions.
Connect intake to matter opening without hiding conflicts, exceptions or ownership.
Trigger
Triggered
Completed
Validate intake
Normalize fields
Search firm
Check records
Conflict?
If matched
TrueFalse
Human check
Open matter
Enquiry
Review
Open matter
01
A better process first
Trace owners, systems, handoffs, duplicated work and exceptions before automating anything.
Possible client matchReview
The workflow pauses with the matching records attached.
Approval requiredMatched records attached
02
Connected execution
Use Make.com and direct integrations to move stable work between the applications already in place.
Intake and matter openingComplete
Document filingComplete
Client updateWaiting
03
Visible operational control
Give every workflow run history, alerts, retries, ownership and an explicit human approval path.
Automate the repeatable work. Keep judgment, exceptions and ownership with the right people.
From fragile handoffs to a controlled workflow.
Map, improve and automate legal operations across Make.com and the systems the firm already uses.
- 01
Step 01: Map
Understand the process before automating it.
- 02
Step 02: Control
Automate stable work. Escalate judgment.
- 03
Step 03: Connect
Connect the systems the firm already depends on.
- 04
Step 04: Observe
Keep every workflow accountable.
Understand the process before automating it.
Automating a poor process only makes the problem move faster. We document the current workflow, its systems, owners, handoffs, duplicated work, delays and exceptions before deciding what should be removed, redesigned or automated.
Automate stable work. Escalate judgment.
Triggers, data movement, record creation, reminders, document handling and routine updates can run automatically. Conflicts, unusual records, approvals and client-sensitive decisions are routed to the appropriate person with the information needed to decide.
Connect the systems the firm already depends on.
We build workflows across practice-management software, email, document storage, forms, communications tools, accounting platforms, reporting systems and custom APIs. The firm does not need to replace its entire technology stack to make that stack work together.
Keep every workflow accountable.
Automations require ownership, run history, failure handling, alerts and review. We make it possible to see what ran, what changed, what is waiting for a person and what needs intervention.
A controlled intake workflow across the firm’s existing systems.
Each engagement is configured around the firm’s systems, controls, reporting needs and operating requirements.
Client and matter intake
Run 2840 started at 10:31
Enquiry received
Website form
Fields validated
Required data complete
Records searched
2 possible matches
Decision required
Assigned to Amelia Hart
Possible client match
Matching records are attached to the decision.
Amelia Hart
Corporate matter (active)
Amelia Hart Holdings
Former client (closed)
01 / The situation
New enquiries were being copied manually from a website form into email, the practice-management system, document storage and an internal task list.
02 / What we implement
dashboardWISE redesigned the intake path and built a Make.com workflow that validates the enquiry, searches existing records, pauses for conflict review, creates approved records and opens the correct workspace and tasks.
03 / The operating result
Routine steps complete consistently, possible conflicts are routed to a person and every run has an owner, status and failure path instead of disappearing silently.
A working system your firm can own and improve.
We improve the process first, then automate stable steps across the systems the firm already uses. Judgment, unusual records and client-sensitive decisions stay with the right person.
- Current-process mapping and optimization
- Make.com scenario design and implementation
- Intake and lead-routing automation
- Conflict-review and approval routing
- Contact and matter creation
- Matter-opening templates and task generation
- Email and document processing
- Document naming, storage and filing workflows
- Matter-stage and client-update triggers
- Billing and collection reminders
- Cross-system synchronization
- Human approval and exception handling
- Run monitoring, failure alerts and audit history
- Workflow documentation and staff handover
Turn repeated administrative work into a dependable operating system.
Show us the process your team is tired of repeating. We will map it, improve it, connect the required systems and build the controls needed to run it reliably.