How We Work
Every engagement follows a proven six-phase methodology designed to deliver measurable results with zero disruption to your practice.
01. Discovery
We talk to you about your pain points, current tools, and desired outcomes.
02. Design
We blueprint the automation architecture and select the right integrations.
03. Build
We develop the workflows, AI logic, and system connections.
04. Test
We run real scenarios, verify edge cases, and get your sign-off.
05. Deploy
Go live with error notifications, performance tracking, and monitoring.
06. Optimize
Ongoing retainer: we monitor, improve, and add new automations over time.
Every Phase, In Detail
Transparency is built into every step. Here is exactly what happens at each stage.
Discovery
We talk to you about your pain points, current tools, and desired outcomes.
What takes too long? What falls through the cracks? We map your current processes, understand your tech stack (Clio, Visma, Microsoft 365, etc.), and identify the highest-impact automation opportunities.
Design
We blueprint the automation architecture and select the right integrations.
Every workflow is designed with triggers, actions, decision points, human touchpoints, and error handling. We choose the best tools for the job — n8n, Make.com, custom APIs — based on your firm's needs.
Build
We develop the workflows, AI logic, and system connections.
Our team builds out the complete automation: AI prompts, data pipelines, CRM integrations, notification systems, and everything needed to make it run reliably.
Test
We run real scenarios, verify edge cases, and get your sign-off.
No automation goes live without thorough testing. We run sample data, simulate edge cases, verify that entries are correct across systems, and have you confirm everything works as expected.
Deploy
Go live with error notifications, performance tracking, and monitoring.
We turn on the full automation and monitor performance closely during the first week. Error alerts are set up so we know immediately if anything needs attention.
Optimize
Ongoing retainer: we monitor, improve, and add new automations over time.
This is where the real value compounds. We review performance data, refine AI accuracy, suggest new automation opportunities, and continuously improve your systems as your firm evolves.
What We Automate
Purpose-built automation solutions for modern law firms.
Client Intake Automation
Auto-collect client info via chatbot or form, create client folders, and schedule consultations — saving 2-3 hours per week.
Document Assembly
Auto-fill contracts and correspondence from client data and templates — saving 5-10 hours per week.
Email Drafting
AI-generated responses to routine client questions, follow-ups, and status updates — saving 3-5 hours per week.
Deadline Tracking
Auto-extract deadlines from court documents and set calendar reminders so nothing falls through the cracks.
Contract Review
AI-powered flagging of risky clauses and comparison of standard vs. custom terms — saving 5-10 hours per week.
Invoice Generation
Automatically create invoices from time entries and send payment follow-ups — integrated with Visma and your accounting tools.
Meeting Notes to Summary
Transcribe consultations, extract action items, and distribute summaries to relevant team members automatically.
Document Organization
Auto-file incoming emails and documents to the correct matter folder — no more manual sorting.
Ready to transform your operations?
Schedule a free automation audit and discover how much time your firm can reclaim every week.