Service · Automation & Optimization
We design and implement end-to-end automations that remove repetitive admin work and make your firm run smoother, faster, and more reliably. We build production-grade workflows using Make, Zapier, and n8n, then connect them to your practice management, CRM, intake, data, Microsoft 365, and accounting systems.
Integration Orchestration
Automated outputMost firms are not short on tools. They are short on clean, reliable connections between tools. We build the glue layer across intake, matter setup, collaboration, billing, reporting, and operational visibility.
Build robust Make scenarios with webhooks, routers, conditional paths, safe retries, logging, failure alerts, and exception routing.
Use Zapier where speed and simplicity are best, and use n8n where deeper branching, custom logic, or self-hosted control is needed.
Connect systems without native integrations through APIs and webhooks, with proper authentication, normalized data, and consistent records.
Convert your best process into repeatable systems so the same steps happen the same way every time, regardless of who is assigned.
Reduce duplicated effort, eliminate back-and-forth, shorten lead response times, and improve billing hygiene with automatic tracking.
Three practical automation tracks that reduce manual handoffs, prevent mistakes, and keep operations moving.
Step 01
Turn leads into qualified, signed, and opened matters with fewer manual handoffs.
Playbook Move 01
Capture and qualify leads from forms, CRM, or referral channels.
Playbook Move 02
Run conflict checks before matter setup.
Playbook Move 03
Generate engagement letters and route for e-signature.
Step 02
Standardize execution after intake so staff and clients stay in sync without chasing updates.
Playbook Move 01
Create role-based checklists and due-date schedules.
Playbook Move 02
Provision folder structures with consistent naming conventions.
Playbook Move 03
Send internal alerts and client status updates by milestone.
Step 03
Keep billing and data systems aligned automatically so operations and leadership work from one source of truth.
Playbook Move 01
Trigger billing checkpoints, payment links, and confirmation events.
Playbook Move 02
Sync records across accounting tools and data stores.
Playbook Move 03
Deliver weekly operations summaries to leadership automatically.
We automate what works, then harden it for real-world edge cases so workflows stay stable as volume grows.
The result is a firm that runs with less admin overhead and better operational consistency.
Less administrative overhead across your firm.
Faster turnaround from lead to matter.
More consistent execution across staff and workflows.
Fewer operational surprises and dropped handoffs.
Reliable systems that scale as caseload grows.
Clear ownership and visibility across every automated handoff.