Starter Package · ⚖️ Legal Practice Automation

Solo Practice Starter

Client intake with an instant acknowledgment, engagement letter e-sign, and billing reminders for solo attorneys handling 20 to 80 active matters.

$497$147
one-time · yours forever · no subscription
Starter Package See everything included ↓
Delivered within 24 hours90-day warrantyYou own it foreverSecure Stripe checkout
0
Automation
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

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

Gmail
Google Calendar
HubSpot CRM
Twilio

The old way vs. the Solo Practice Starter 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

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 outreach

Your time, back — worth what you pay yourself

Set the hours Starter 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
~5 days
$147 package ÷ $30/day saved

Exactly what you get

Starter Package — Solo Practice Starter

1 pre-built workflow as import-ready n8n or Make JSON, a step-by-step setup guide, and a credential checklist for your calendar and Gmail.

$147
$497
one-time
1 automation, delivered import-ready with setup guides
4 integrations pre-mapped (Gmail, Google Calendar, HubSpot CRM, Twilio)
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

Email support · 72h response SLA

Optional monitoring & cron uptime: $79/mo after purchase (cancel anytime)

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

Get Starter — $147 Customize
StarterYou're viewing
$147
1 automation · 4 integrations
Growth
$997
7 automations · 10 integrations
View Growth →
Scale
$2,497
10 automations · 10 integrations
View Scale →

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 Starter Package?

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

$497$147one-time
Get Started Need something custom? Request a Build

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

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