Legal Automation Agency
More Billable Hours, Less Office Admin
The average lawyer bills 2.2 hours out of an 8 hour day. The rest goes to intake forms, file management, chasing signatures, and recording time after the fact. We automate the non billable work so your lawyers can practise law.
Three Steps to a Firm That Runs on Systems, Not Memory
We connect your practice management system, document tools, email, and calendar into workflows that handle intake, filing, conflict checks, scheduling, and follow ups. No migration to a new platform. No five month rollout. We build on what you already have.
We audit your non billable workflows
We review how your firm handles client intake, matter opening, document assembly, time recording, conflict checks, scheduling, and internal communication. We identify every process eating into billable capacity. Then we calculate the real cost in hours and lost revenue.
We build automations around your existing tools
Client intake forms feed directly into your practice management system and open matter files. Conflict checks run automatically against your matter database and flag potential issues for lawyer review. Document templates populate from matter data. Court dates and deadlines sync to shared calendars with automated reminders. Time capture prompts reduce end of week guesswork. All connected to the systems you already use, no migration required.
We test with your workflows, not generic demos
Every automation is tested within your practice environment using real workflow patterns before going live. We've seen what happens when legal tech implementations go wrong. Firms lose months of productivity to botched migrations and system crashes. Our approach is the opposite: we build on your existing platform, test thoroughly, and monitor for 30 days after launch.
Fifteen hours a week. That’s what we were losing to copying data between our CRM and our accounting software. Koray built an automation, and it dropped to zero.
Two hours a day, every day, moving data between our practice management system and Xero. Koray fixed it in a week.
It just runs. I keep waiting for it to break, and it doesn’t.
I was sceptical. Construction isn’t exactly a software industry but we were losing quotes because we weren’t following up fast enough
Koray set the whole thing up, walked us through it, and then it just worked.
Every enquiry gets a response in minutes and lands in the right pipeline automatically.
Tax season used to mean late nights moving client data between systems. This year, we didn’t do any of that.
Manual Processes vs. PM Built-In vs. Invulnerable
Your practice management system tracks matters. We automate the work around them.
| Manual / Current Process | Practice Management Built-In | Invulnerable . | |
|---|---|---|---|
| Automated client intake to matter creation | |||
| Automated conflict checks on new matters | |||
| Document assembly from matter data | |||
| Deadline and court date reminders | |||
| Time recording prompts and capture | |||
| Works across LEAP, Smokeball, Actionstep, FilePro | |||
| No platform migration required | |||
| No lock in contracts |
You're paying for a practice management system that promises to do everything. You're still doing half the work manually. We close that gap.
Automations built for law firms
Thirty days after onboarding begins, an automated workflow surveys your client, pulls milestone data from your project tools, generates an AI written retrospective, and flags anyone who needs a recovery call. Every onboarding teaches the next one.
A project manager fills out a short form after a discovery call. Within minutes, AI drafts a full Statement of Work into your branded template, routes it through Slack for internal approval, and sends it to the client for signature.
When a project closes in your PM tool, this automation collects every contract, deliverable, and sign off from across your systems, organises them into a standardised archive folder, and generates a summary PDF. No manual cleanup required.
When a contact is tagged in your CRM as needing an NDA, the agreement is generated from a template with their details prefilled, sent for signature, and tracked automatically. Overdue NDAs trigger reminders so nothing slips through.
Automatically converts raw meeting notes or recordings into structured, branded board minutes with tracked resolutions and action items, so your admin staff can stop spending full days on documentation that nobody reads until it's too late.
When a new contract lands in your cloud folder, an AI agent extracts the text, checks every clause against a risk framework, and sends your team a structured memo flagging the problems that actually matter. Preliminary review drops from hours to minutes.
When a deal hits the proposal stage in your CRM, this automation pulls the client name, scope, pricing, and line items, then merges everything into a branded template. The finished PDF lands back on the deal record and in the prospect's inbox without anyone touching a document.
When every party signs a document in DocuSign or PandaDoc, this automation downloads the completed PDF, renames it to your filing convention, stores it in the right client folder, and notifies the account manager. No manual downloading, no misfiled contracts.
A scheduled workflow scans your contracts database daily, flags renewals at 30, 14, and 7 day intervals, and sends tiered alerts to account managers and leadership so nothing expires unnoticed.
When a new client is created in your CRM, this automation builds their billing profile, generates the first invoice, sets up recurring payments, and sends a secure link to collect their payment method. No manual data entry between systems, no forgotten first invoices.
When a project is marked complete in your project management tool, this automation pulls billable hours and rates, generates a branded PDF invoice, and emails it to the client with payment instructions. A copy lands in the client folder without anyone lifting a finger.
An AI agent that turns your meeting recordings into structured summaries, assigned action items, and tracked tasks across Slack, Asana, and Notion. No more post meeting admin, no more forgotten decisions.
An automated workflow pulls client KPIs from your data sources on the first business day of each month, populates branded report templates, converts them to PDF, and emails every client their personalised report before your team starts work.
Automatically classify incoming contracts by type, route each one to the right reviewer, and track every document through the review pipeline so nothing stalls in someone's inbox.
When a new B2B client submits their intake form, this automation reads every team member's role and sends each person the exact onboarding content they need. Billing contacts get payment setup. Project sponsors get the timeline. Day to day operators get tool access and kickoff details. Every stakeholder's progress is tracked independently until all are ready.
When a new client record lands in your CRM with a signed engagement letter, a prefilled contract is automatically generated and sent for e signature. No copying, no delays, no forgotten clauses.
When a prospect opens your proposal, this automation logs the view in your CRM, pings the assigned salesperson on Slack, and sends a templated follow up email if the document stays unsigned after 48 hours.
When a vendor sends a contract, AI extracts payment terms, liability caps, termination clauses and auto renewal dates into a structured row. Your procurement team can then compare every vendor agreement side by side, spotting bad deals before anyone signs.
An AI agent reads every email in your shared inbox, classifies it by type, and sends an appropriate response within minutes. New enquiries, support questions, billing issues, and spam all get handled automatically, around the clock.
Automatically draft personalised welcome emails for every new client using AI and their intake form data. Your team reviews and approves each one in Slack before it sends, so every client gets a warm, specific first impression without anyone spending 20 minutes writing it.
An automated agent monitors your Google and Yelp reviews, classifies each one by sentiment, drafts a response that matches your tone, and posts it. Negative reviews get routed to you for approval first. Your response rate stays near 100% without you writing a single reply.
Automatically send clients a confirmation with preparation checklists, intake forms, and documents tailored to their appointment type. They show up ready. You stay on schedule.
Automatically send a confirmation email at booking, a text the day before, and a final SMS an hour out. Clients show up, your calendar stays full, and your front desk stops making reminder calls.
Automatically generate a structured onboarding checklist for every new client, assign tasks to the right team members, track completion in real time, and escalate overdue items before anyone has to ask.
Does this work with our practice management system?
We integrate with LEAP, Smokeball, Actionstep, FilePro, and most practice management platforms used in Australian law firms. If yours isn't listed, we'll check compatibility during the audit.
Is client data handled securely?
We never store client data. Automations run through your existing systems using encrypted connections. We work within your firm's security policies and comply with Australian Privacy Principles. No data leaves your environment.
We've been burned by legal tech before. How is this different?
We've heard the horror stories: five month migrations that crash the firm, systems that promise everything and deliver a learning curve. Our approach is different. We don't replace your existing tools. We build automations on top of them. No migration, no retraining, no months of disruption. Your team keeps working in the same environment. It just does more for them.
Will this affect our professional compliance obligations?
Automation strengthens compliance. Automated intake processes create consistent records. Conflict checks run on every new matter instead of relying on memory. Deadline tracking reduces the risk of missed dates. Document assembly ensures standard clauses are included. Everything is auditable.
I'm a sole practitioner. Is this relevant to me?
When you're the firm, every hour on admin is an hour you can't bill. Sole practitioners often see the biggest percentage improvement in billable capacity because there's no support staff to absorb the admin. The automations handle intake, document assembly, scheduling, and follow ups so you can focus on your matters.
What does it cost?
Fixed price per engagement. You know the cost upfront before any work starts. The audit is free and gives you a clear breakdown of what we'd build and what it would recover. At $350 an hour, most firms recoup the investment within weeks.
What if our workflows change or we take on a new practice area?
We build automations that are easy to adjust. When your processes change, we update the workflows to match. There’s no need to start from scratch every time you restructure a team or add a new area of law.
Can it help with file opening and conflict checks?
We can automate the intake form, trigger conflict searches against your existing records, and route new matters to the right team. It cuts the back and forth between reception, partners, and accounts at the start of every matter.
Our lawyers bill in six minute units. Can automations track time accurately?
We integrate with your time recording system so that automated tasks log entries against the right matter and activity code. Your lawyers still review and approve time, but the manual entry is handled for routine steps.
How do staff usually react to these changes?
Support staff tend to welcome it because it removes the most tedious parts of their day. Lawyers are more cautious, so we start with low risk automations they can see working before rolling out anything that touches client facing processes.
Who has access to our automated workflows and can we control permissions?
You control access completely. We set up permissions based on your existing team structure, so junior staff only see what they need to. Audit trails are maintained for every automated action, which helps with your compliance obligations.
Not ready to talk yet? Start here.
Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
- Where your team's hours are actually disappearing
- The five automations worth setting up first and why
- How to calculate what manual work is actually costing you
- A step by step checklist to get your first automation live this week
Completely free.