Automate your law firm's intake process
Stop losing clients to slow response times. Pre-built automation workflows for client intake, case updates, and billing — ready in days, not months.
What you get
Each workflow is tested, documented, and ready to import into your automation platform.
Client Intake Forms → CRM
When a potential client fills out your intake form, their details flow directly into HubSpot or your CRM. No manual data entry, no leads slipping through the cracks.
Trigger
Website intake form submission
Flow
Form → HubSpot contact created → email + SMS reply to lead → attorney notified via Slack
Respond to new clients in under 60 seconds, 24/7.
Case Updates → Client Portal
Keep clients informed automatically. When a case status changes, your clients receive a personalized email update with the details they need — no back-and-forth emails.
Trigger
Case status updated in your system
Flow
Status change → email + SMS to client → CRM deal stage updated → Slack alert to team
Reduce client follow-up calls by 70%.
Billing Triggers → Accounting
When payments come in through Stripe, they automatically sync to QuickBooks and update your CRM. Track every dollar without touching a spreadsheet.
Trigger
Stripe payment received
Flow
Payment → QuickBooks payment entry → HubSpot CRM update → receipt sent to client
Eliminate billing reconciliation errors and save 5+ hours weekly.
Pricing
Everything you buy is yours forever. No subscriptions required.
Legal Practice Package
Client intake automation, case update workflows, billing sync, appointment reminders, e-sign triggers, and more. Fully customizable.
What law firms say
“We cut our intake time from 3 days to 3 hours. New clients get an instant response, and nothing falls through the cracks.”
“The billing automation alone paid for itself in the first month. No more chasing payments or manual bookkeeping.”
“Our clients love the automatic updates. They feel informed, and we spend less time answering status calls.”
Ready to automate your practice?
Book a free 30-minute call to discuss your workflows and get a custom package.