Scale Package · ⚖️ Legal Practice Automation

Multi-Attorney Enterprise Suite

Enterprise firm ops: conflict check automation, document assembly pipeline, trust accounting reconciliation, time tracking, and a daily matter and revenue dashboard. For firms with 5 or more attorneys or 200+ matters.

$2,497
one-time · yours forever · no subscription
Scale Package See everything included ↓
Delivered within 24 hours90-day warrantyYou own it foreverSecure Stripe checkout
0
Automations
tested & documented
0
Integrations
pre-mapped for you
0m
Min setup (avg)
guided, per automation
0
Platforms
n8n · Make · Zapier · …

Every integration in this package

10 apps, wired to each other — credentials, field mappings, and connection steps included in your setup guide.

DocuSign
Gmail
Google Calendar
Google Drive
Google Sheets
HubSpot CRM
QuickBooks
Slack
Stripe
Twilio

The old way vs. the Multi-Attorney Enterprise Suite way

What this package actually changes about your week — in plain language.

The old way
Intake that takes days

A potential client fills your form and waits — while your competitor's auto-reply books the consultation.

With this package
Intake answered in under a minute

New matters enter the system immediately: contact created, conflict-check triggered, consultation link sent.

The old way
Engagement letters stalled in inboxes

Documents bounce between 'sent', 'received', 'signed?'. Matters can't start until the paper is right.

With this package
Documents that move themselves

E-signature flows chase engagement letters and retainers — no more 'just circling back on the paperwork'.

The old way
Billing reconciled from memory

Payments, invoices, and write-offs synced by hand — with trust-account accuracy is not optional.

With this package
Billing in sync, always

Payments flow to accounting and the CRM automatically with receipts issued — reconciliation becomes a glance, not a project.

What this package gives you

Every automation here exists to solve a real problem in your legal practice automation business — here's what you actually get.

Instant intake response

Every inquiry gets an acknowledgment and consultation link in under a minute, 24/7.

Conflict check automation

New matters trigger conflict checks automatically — no more manual searches.

Engagement letter e-sign

Documents move themselves via e-signature — matters start the day the client signs.

Trust-account compliance

Payments sync to accounting with trust-account accuracy built in.

Billing on rails

Invoices, payments, and write-offs flow automatically — reconciliation is a glance, not a project.

Review collection

Satisfied clients get review requests — your firm's reputation grows on autopilot.

Inside the package — every automation, described

Each workflow is tested, documented, and delivered with a step-by-step setup guide. Nothing here is a stub or a wishlist — these are the exact automations you receive.

Legal Client Intake Workflow

Intermediate

Intake form -> create CRM contact -> conflict check -> create matter -> send engagement letter via DocuSign -> SMS + email confirmation. Full client onboarding pipeline for law firms.

Saves ~1-3 hours/week on manual emailsImproves response rates with multi-channel outreach
  • Receives form submissions or data via webhook
  • Creates or updates the contact in your CRM
  • Runs a conflict check
  • Performs: Create Matter in Clio
  • Performs: Send Engagement Letter via DocuSign
≈ 45 min guided setup7 nodesWebhook · HTTP Request · DocuSign · Twilio · Gmail

E-Signature Trigger & Document Flow

Intermediate

Automates document signing workflow: sends document for e-signature, tracks status, triggers follow-up actions upon completion (CRM update, email confirmation, file storage, task creation).

Saves ~3-7 hours/week on data entry
  • Receives form submissions or data via webhook
  • Manages document collection or requests
  • Manages electronic signature workflows
  • Triggered by Monitor Signature Status (Poll/Event)
  • Performs: Check if All Signed
≈ 90 min guided setup10 nodesWebhook · Code · Slack · HubSpot · Gmail

Invoice Sync: Payment -> Accounting -> CRM

Intermediate

Automatically syncs payment events (Stripe, PayPal, Square) to accounting software (QuickBooks, Xero) and updates CRM deal/order status. Handles invoices, payments, refunds, and revenue recognition.

Saves ~3-7 hours/week on data entryRecovers 15-25% of failed payments
  • Receives form submissions or data via webhook
  • Processes or retries payment
  • Performs: Sync to Accounting (QuickBooks/Xero)
  • Updates the record in your CRM
≈ 20 min guided setup6 nodesWebhook · Code · HubSpot · Gmail

Payment Dunning & Recovery Sequence

Intermediate

Automatically captures data from your forms or website and manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Webhook, Code, Scheduler with one-time pricing and no subscription.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingSaves ~4-8 hours/week on billing
  • Receives form submissions or data via webhook
  • Generates and sends an invoice
  • Processes or retries payment
  • Sends a payment recovery email
  • Sends an SMS notification
≈ 90 min guided setup10 nodesWebhook · Code · Scheduler · Slack · HubSpot +3

Appointment Reminder Sequence

Intermediate

Multi-channel appointment reminders sent at configurable intervals (24h, 2h, 15min before) via SMS and email. Reduces no-shows by 25-30%.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingImproves response rates with multi-channel outreach
  • Runs on a scheduled basis to check for updates
  • Performs: Fetch Upcoming Appointments
  • Evaluates conditions to determine next steps
  • Sends an SMS reminder
  • Sends a reminder email
≈ 90 min guided setup10 nodesScheduler · Filter · HubSpot · Twilio · Gmail

Post-Service Review Request

Intermediate

Automatically captures data from your forms or website and manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Webhook, Delay, Scheduler with one-time pricing and no subscription.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingIncreases reviews by 30-50%
  • Receives form submissions or data via webhook
  • Creates and manages service jobs
  • Waits for a specified delay before continuing
  • Sends a review request email
  • Sends an SMS notification
≈ 90 min guided setup11 nodesWebhook · Delay · Scheduler · HubSpot · Twilio +2

Scheduled Stakeholder Reporting

Intermediate

Automatically manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Scheduler, Code, HubSpot with one-time pricing and no subscription.

Saves ~2-4 hours/week on schedulingSaves ~4-8 hours/week on billingIncreases reviews by 30-50%
  • Runs on a scheduled basis to check for updates
  • Performs: Compute Report Period (start / end)
  • Requests a customer review
  • Generates and sends an invoice
  • Performs: Roll Up Period Totals
≈ 45 min guided setup8 nodesScheduler · Code · HubSpot · Gmail

Operations Dashboard & Reporting

Intermediate

Automatically manages your contacts in your CRM and tracks data in Google Sheets. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Scheduler, Code, Google Sheets with one-time pricing and no subscription.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingRecovers 15-25% of failed payments
  • Runs on a scheduled basis to check for updates
  • Performs: Fetch All Metrics
  • Manages contact data in your CRM
  • Generates analytics reports
  • Processes or retries payment
≈ 45 min guided setup9 nodesScheduler · Code · Google Sheets · Slack · HubSpot +1

Affiliate/Partner Commission Payout

Intermediate

Calculates and processes commissions for affiliates/partners based on tracked referrals, conversions, and revenue. Handles tiered rates, pending/approved/paid states, and automated payout scheduling.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingRecovers 15-25% of failed payments
  • Runs on a scheduled basis to check for updates
  • Performs: Fetch Approved Commissions
  • Performs: Calculate Totals per Partner
  • Performs: Create Payout Record
  • Processes or retries payment
≈ 45 min guided setup7 nodesScheduler · Code · HubSpot · Stripe · Gmail

Document Expiration & Renewal Reminder

Intermediate

Automatically manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Scheduler, Code, Slack with one-time pricing and no subscription.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingImproves response rates with multi-channel outreach
  • Runs on a scheduled basis to check for updates
  • Manages document collection or requests
  • Performs: Calculate Days Until Expiration
  • Sends a reminder email
  • Sends an SMS notification
≈ 45 min guided setup8 nodesScheduler · Code · Slack · HubSpot · Twilio +1

Time and money this package gives back

Savings claims come straight from these templates — the same numbers on their data sheets.

Time saved
5-8 hrs/week
No more manually entering intake data, chasing signatures, or reconciling billing.
Intake speed
Under 1 minute
Every inquiry gets an instant response — first mover wins the client.
Billing accuracy
99%+ match rate
Auto-sync catches errors before they compound in trust accounts.
Matter throughput
20-30% more
Faster intake + fewer billing delays = more matters per attorney.
Saves ~1-3 hours/week on manual emailsImproves response rates with multi-channel outreachSaves ~3-7 hours/week on data entryRecovers 15-25% of failed paymentsSaves ~2-5 hours/week on manual emailsSaves ~2-4 hours/week on schedulingSaves ~4-8 hours/week on billingIncreases reviews by 30-50%

Your time, back — worth what you pay yourself

Set the hours Scale takes off your plate every week and your hourly rate. No email required — the math happens right here.

Estimates based on the inputs above — not a guarantee. A conservative view of automation, not a promise.

Saved per year
$10,920
$210/week · $910/month
Pays for itself in
~84 days
$2,497 package ÷ $30/day saved

Exactly what you get

Scale Package — Multi-Attorney Enterprise Suite

10 pre-built workflows as import-ready n8n or Make JSON, a matter dashboard, trust accounting configuration, a dedicated onboarding manager, and 90 days of white-glove support.

$2,497
one-time
10 automations, delivered import-ready with setup guides
10 integrations pre-mapped (DocuSign, Gmail, Google Calendar, Google Drive, +6 more)
90-day warranty — free fixes if it breaks
You own it forever. No subscriptions required.
Delivered within 24 hours of purchase
Secure Stripe checkout · invoices included
Works on all five platforms
n8nimport-ready JSON
Makeimport-ready blueprint
PabblyJSON workflow file
Power AutomateJSON workflow file
Zapierwhite-label guided setup

White-glove support · 24h response SLA

Optional monitoring & cron uptime: $249/mo after purchase (cancel anytime)

AI Layer add-on available at checkout (one-time)

Get Scale — $2,497 Customize
Starter
$147
1 automation · 4 integrations
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Growth
$997
7 automations · 10 integrations
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10 automations · 10 integrations

Compare all three packages side by side →

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.

What legal practice automation teams say

“We cut intake time from three days to three hours. New clients get an instant response, and nothing falls through the cracks.”
Sarah M. · Managing Partner, Meridian Law
“The billing automation alone paid for itself in the first month. No more chasing payments or manual bookkeeping.”
David K. · Solo Practitioner

Frequently asked questions

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.

Ready for the Scale Package?

Intake, conflict checks, engagement letters, and billing that run without re-typing.

$2,497one-time
Get Started Need something custom? Request a Build

Delivered within 24 hours · 90-day warranty · yours forever

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