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Workflow automation for law firms

Your apps working together, automatically, around the clock. Workflow automation set up for law firms, connected to Clio, MyCase or your practice management software, and run for a flat monthly fee.

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The time you get back

Typical weekly savings for law firms using Super Intelligence (SI) automation.

  • Screening intake calls6 2 hrs a week
  • Sending engagement letters for e-signature3 1 hr a week
  • Requesting documents from clients4 1.5 hrs a week
  • Scheduling consults3 1 hr a week
  • Cleaning up time entries3 1 hr a week

How it works

  1. We shadow your week

    A short time audit shows where your team’s hours actually go.

  2. We pick the biggest time savings

    For most law firms, intake, conflict checks and engagement letters are the biggest wins.

  3. We build and test

    Workflows connect the apps you already use, with SI steps for reading, sorting and drafting.

  4. You approve before launch

    Your team sees each workflow run on real examples before it goes live.

  5. We watch every run

    Failures alert us immediately, and fixes are covered by your retainer.

At a glance

Typical time saved
6–20 hours a week
Time to launch
2–4 weeks
Connects to
Clio, MyCase or your practice management software

Your business runs on information moving between apps: from an email to a spreadsheet, from a form to an invoice, from a signed contract to a project folder. We find those handoffs, connect your apps with Zapier, Make or n8n, and add SI steps where reading, sorting or summarizing used to need a person.

Ground rules

The assistant never gives legal advice. It explains what you handle, gathers intake details and books consults; anything that sounds like a legal question goes to a person.

Anything that moves money or sends something legally binding gets a human approval step unless you tell us otherwise in writing.

Questions

Will it work with Clio, MyCase or your practice management software?

In most cases, yes. If your software has an API or a Zapier or Make connector, we connect directly; if not, we use email parsing or a synced calendar. We confirm it in the free audit before you pay anything.

Zapier, Make or n8n?

Whichever fits your volume and budget. Zapier is simplest, Make handles complex logic cheaply, n8n can be self-hosted. We explain the trade-off in your plan.

What if an automation breaks?

We monitor runs. Failures alert us, and on a retainer we fix them without a new invoice.

Related

More for law firms

Workflow automation in other industries

See where your week goes

Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.

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