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Legal Practice
Client intake, case management, document automation
| Feature | Starter $497$147 + AI Layer +$197 one-time • own forever | Most Popular Growth $997 + AI Layer +$197 one-time • own forever | Scale $2,497 + AI Layer +$197 one-time • own forever |
|---|---|---|---|
| Automations included | 3 | 7 | 10 |
| Apps integrated | 8 apps | 10 apps | 10 apps |
| Lead Capture | ✓ | ✓ | ✓ |
| E-Sign Trigger | ✓ | ✓ | ✓ |
| Invoice Sync | ✓ | ✓ | ✓ |
| Dunning | — | ✓ | ✓ |
| Appointment Reminder | — | ✓ | ✓ |
| Review Request | — | ✓ | ✓ |
| Reporting | — | ✓ | ✓ |
| Dashboard | — | — | ✓ |
| Commission Payout | — | — | ✓ |
| Document Reminder | — | — | ✓ |
| Get Starter Delivered in 7 days | Get Growth Delivered in 7 days | Get Scale Delivered in 7 days |
Automation Details
Starter — $497 $147 (3 automations)
Lead Capture
Trigger: Website form submission
Flow: Form → HubSpot contact created → email + SMS reply to lead
Data: Name, email, phone, case type, urgency → HubSpot contact → reply sent
E-Sign Trigger
Trigger: DocuSign envelope completed
Flow: DocuSign → save to Google Drive → update HubSpot CRM status
Data: Signer name, document name, completion time → Drive folder → CRM deal stage updated
Invoice Sync
Trigger: Stripe payment received
Flow: Stripe payment → QuickBooks payment entry → HubSpot CRM update
Data: Payment amount, client name, invoice #, case # → QuickBooks entry → CRM status updated
Growth — $997 (7 automations)
Lead Capture
Trigger: Website form submission
Flow: Form → HubSpot contact created → email + SMS reply to lead
Data: Name, email, phone, case type, urgency → HubSpot contact → reply sent
E-Sign Trigger
Trigger: DocuSign envelope completed
Flow: DocuSign → save to Google Drive → update HubSpot CRM status
Data: Signer name, document name, completion time → Drive folder → CRM deal stage updated
Invoice Sync
Trigger: Stripe payment received
Flow: Stripe payment → QuickBooks payment entry → HubSpot CRM update
Data: Payment amount, client name, invoice #, case # → QuickBooks entry → CRM status updated
Dunning
Trigger: Failed payment
Flow: Failed payment → retry → email + SMS → Slack alert
Data: Client name, payment amount, retry count, case # → alert message → retry attempted
Appointment Reminder
Trigger: Cron every 15 minutes
Flow: 24h before: email + SMS → 2h before: SMS → 15min before: SMS
Data: Appointment time, client name, phone, email, case # → reminders sent at intervals
Review Request
Trigger: Case closed
Flow: Case closed → wait 24h → email + SMS with Google/Yelp review links
Data: Client name, email, phone → review links → follow-up if no review
Reporting
Trigger: Weekly cron
Flow: Weekly metrics → HTML report → email
Data: Cases opened, closed, revenue, retention → HTML report → email sent
Scale — $2,497 (10 automations)
Lead Capture
Trigger: Website form submission
Flow: Form → HubSpot contact created → email + SMS reply to lead
Data: Name, email, phone, case type, urgency → HubSpot contact → reply sent
E-Sign Trigger
Trigger: DocuSign envelope completed
Flow: DocuSign → save to Google Drive → update HubSpot CRM status
Data: Signer name, document name, completion time → Drive folder → CRM deal stage updated
Invoice Sync
Trigger: Stripe payment received
Flow: Stripe payment → QuickBooks payment entry → HubSpot CRM update
Data: Payment amount, client name, invoice #, case # → QuickBooks entry → CRM status updated
Dunning
Trigger: Failed payment
Flow: Failed payment → retry → email + SMS → Slack alert
Data: Client name, payment amount, retry count, case # → alert message → retry attempted
Appointment Reminder
Trigger: Cron every 15 minutes
Flow: 24h before: email + SMS → 2h before: SMS → 15min before: SMS
Data: Appointment time, client name, phone, email, case # → reminders sent at intervals
Review Request
Trigger: Case closed
Flow: Case closed → wait 24h → email + SMS with Google/Yelp review links
Data: Client name, email, phone → review links → follow-up if no review
Reporting
Trigger: Weekly cron
Flow: Weekly metrics → HTML report → email
Data: Cases opened, closed, revenue, retention → HTML report → email sent
Dashboard
Trigger: Daily cron
Flow: Metrics → Google Sheet + Slack summary
Data: Leads, cases, revenue, conversion rate → Sheet row + Slack message
Commission Payout
Trigger: Weekly cron
Flow: Calculate splits → process payout → notify attorney
Data: Attorney name, cases handled, revenue → payout amount → Slack notification
Document Reminder
Trigger: Cron daily for pending documents
Flow: Pending doc → email + SMS reminder to client → escalate after 3 days
Data: Client name, document name, due date → reminder sent → escalation if pending
Need changes? We'll customize any package for your exact needs.
Starting at $197 for modifications — from simple tweaks to full rewrites.
Included: 90-Day Warranty
If your automation breaks within 90 days of delivery, we fix it free. After that, use Fix on Demand — pay only when something breaks.
How It Works
1
Install
Connect your intake forms, document system, and calendar.
2
Configure
Set up conflict checks, document templates, and billing rules.
3
Test
Run a mock client intake to verify every step fires correctly.
4
Go Live
Onboard clients faster while keeping compliance airtight.
Frequently Asked Questions — Legal Practice
How do conflict checks work?▼
New client intake data is automatically cross-referenced against your existing client database. Conflicts trigger an immediate alert to the managing partner.
Can it generate legal documents?▼
Yes. The system fills document templates with client data from intake forms — engagement letters, retainer agreements, and more.
Does it track court deadlines?▼
The Growth plan includes automated court deadline tracking with calendar sync and escalation reminders as dates approach.
Is client data secure?▼
All data is encrypted with 256-bit AES at rest and TLS 1.3 in transit. SOC 2 Type II compliant with full audit logging.
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