Marketing & lead capture
New lead capture to the case system
Every lead lands in one place with its source attached, so none fall through the cracks.
The pain
Web and phone leads land in scattered inboxes and some never reach the case system.
Trigger
A website form, call, or chat submits a new lead.
What you get
A deduped lead record with its source tagged, ready for staff to work.
Systems
Website formsCall trackingClio
Marketing & lead capture
Lead qualification scorecard
The brain scores and summarizes each lead so your team calls the right ones first.
The pain
Staff triage by gut, so strong cases wait while weak ones get the callbacks.
Trigger
A new lead is created.
What you get
A scored, summarized lead with a recommended next action.
Marketing & lead capture
Missed-call follow-up prep
Missed calls get a ready-to-send follow-up in minutes, not never.
The pain
A missed call is a lost client, and nobody circles back in time.
Trigger
An inbound call goes unanswered.
What you get
A prepared follow-up for a human to send. People still answer the phones.
Systems
Call trackingDialpad
Marketing & lead capture
Review request drafting
Reviews get asked for at the right time, every time, once you approve.
The pain
Staff forget to ask for reviews, and reputation drifts.
Trigger
A matter reaches a happy moment worth a review.
What you get
A drafted review request timed to the right moment, ready to approve.
Systems
ClioGoogle Business Profile
Intake & qualification
Intake link generation
One link starts a clean intake instead of retyping the same facts everywhere.
The pain
Intake facts get rekeyed by hand across three systems.
Trigger
Staff start intake for a qualified lead.
What you get
A personalized intake link and a saved draft session.
Intake & qualification
One-click case opening
Case launch goes from 47 steps to one click, with a human pressing go.
The pain
About 47 steps and 2.5 hours to launch one case, and it is easy to drop one.
Trigger
A signed intake is reconciled and ready.
What you get
Matter, folders, tasks, and notifications created from one confirmation.
Intake & qualification
E-sign packet status tracking
You always know which retainers are signed and which are stuck.
The pain
Signatures get chased by email and stall silently.
Trigger
A retainer packet is sent for signature.
What you get
A live signed and unsigned list with stalled-packet flags.
Systems
DocuSignAdobe SignClio
Intake & qualification
Conflict check surfacing
Possible conflicts show up before intake, for an attorney to clear.
The pain
A name search someone hopes to remember to run.
Trigger
A new intake begins.
What you get
Potential conflicts surfaced from contacts and matters before intake.
Systems
Clio contactsClio matters
Case & matter management
Matter status in one view
Ask what is happening on a case and get the answer without opening four tabs.
The pain
Staff open four systems just to answer what happens next.
Trigger
A staff or owner question about a matter.
What you get
Matter status, owner, last touch, and next action in one plain-English view.
Systems
ClioEmailDocuments
Case & matter management
Statute-of-limitations flagging
Approaching deadlines get surfaced early. The attorney still owns every date.
The pain
The one deadline nobody can miss lives in a spreadsheet.
Trigger
A daily deadline scan.
What you get
Approaching SOL and unmet deadlines flagged for the attorney who owns the date.
Case & matter management
Stale task and handoff finder
The work that quietly stalled becomes a short list instead of a surprise.
The pain
Tasks sit with no owner, waiting on nobody.
Trigger
A daily review of open work.
What you get
Stale tasks, duplicate owners, and dropped handoffs listed for cleanup.
Case & matter management
Calendar event prep
Dates get set on the calendar and linked to the case, once you confirm.
The pain
Events get double-entered or missed between systems.
Trigger
A deadline, appointment, or court date appears.
What you get
Calendar events prepared and tied to the matter for a human to confirm.
Systems
ClioGoogle Calendar
Medical records & treatment
Medical records request tracking
Records requests get sent and tracked, so you know what is still outstanding.
The pain
Faxes, follow-ups, and weeks of waiting with no clear status.
Trigger
A provider is added to a matter.
What you get
A tracked records request with outstanding-item flags.
Medical records & treatment
Medical bill review
Bills get a first-pass review with anomalies flagged for the attorney.
The pain
Bills reviewed line by line by hand.
Trigger
A bill or ER billing record arrives.
What you get
A reviewed bill with flagged anomalies for attorney judgment.
Medical records & treatment
Provider list assembly
Every provider on a case in one list, not buried in notes.
The pain
Providers scattered across notes and memory.
Trigger
A matter enters treatment tracking.
What you get
A consolidated provider list per matter.
Medical records & treatment
Treatment follow-up prep
Treatment follow-ups get prepared on time, for staff to approve.
The pain
Treatment gaps and missed follow-ups hurt the case and the client.
Trigger
A treatment milestone or a quiet period on a matter.
What you get
A prepared treatment follow-up for staff to review and send.
Documents & correspondence
Letter of representation drafting
Letters of representation draft themselves from the file, for you to review.
The pain
LORs and prior-attorney notices retyped per matter.
Trigger
A matter reaches the represent stage.
What you get
A drafted LOR with matter details merged, ready for review.
Documents & correspondence
Demand package assembly
Demand packages come together with records and figures merged in, for the attorney to finish.
The pain
The biggest, slowest document in the file.
Trigger
A case is demand-ready.
What you get
A demand draft with records and figures merged.
Systems
ClioRecordsBilling
Documents & correspondence
Document redaction
Redactions get planned and applied, then a person verifies before anything goes out.
The pain
Redactions drawn by hand, one slip from a disclosure problem.
Trigger
A document is queued for disclosure.
What you get
A redaction plan and redacted copy for a human to verify.
Documents & correspondence
Email attachment filing
Incoming files get filed to the right matter instead of lost in an inbox.
The pain
Files land in the wrong folder or nowhere.
Trigger
An email attachment arrives for a matter.
What you get
Attachments filed to the right matter folder.
Client communication
Client status update drafts
Client updates draft from the file in seconds, and a person approves every send.
The pain
Staff rebuild the file history from scratch every time a client asks.
Trigger
A matter hits a milestone or a client asks for an update.
What you get
A plain-English update draft. Nothing sends without approval.
Client communication
Inbox triage to matters
Email gets sorted onto the right matter with a reply already drafted.
The pain
The inbox is the real case-management system.
Trigger
New email arrives.
What you get
Threads paired to matters with drafted replies.
Client communication
Approval cards for risky sends
Anything risky stops at an approval card, so a person always releases the work.
The pain
Automation acting on its own is the actual risk.
Trigger
A workflow reaches a send, file, or pay step.
What you get
A human approval card before any external or record-changing action.
Client communication
Deadline reminder prep
Reminders get prepared against real deadlines instead of living in memory.
The pain
Reminders live in memory and get forgotten.
Trigger
A matter deadline approaches.
What you get
Prepared reminders tied to matter deadlines, ready to approve.
Negotiation & settlement
Settlement alert and announcement prep
When a case settles, the team and the announcement are ready, pending approval.
The pain
A case settles and marketing never hears about it.
Trigger
A settlement activity is detected.
What you get
A prepared, public-safe announcement and an internal alert.
Systems
ClioGoogle Business ProfileEmail
Negotiation & settlement
Disbursement statement prep
Disbursement statements come pre-built from trust and expenses, for the attorney to sign.
The pain
The math and the memo done by hand.
Trigger
A case reaches disbursement.
What you get
Prepared disbursement figures and a statement from trust balances and expenses.
Systems
Clio trustExpenses
Negotiation & settlement
Expense and cost tracking
Case costs get captured against the right category instead of slipping away.
The pain
Case costs logged late or lost entirely.
Trigger
A cost is incurred on a matter.
What you get
Matter expenses read and prepared against the right category.
Systems
ClioExpense categories
Negotiation & settlement
Trust reconciliation prep
Trust and settlement line up in one view before anyone signs off.
The pain
Reconciling trust against a settlement is slow and error-prone.
Trigger
A settlement is entering trust.
What you get
A prepared reconciliation view of trust against the settlement.
Systems
Clio trustQuickBooks
Billing, trust & finance
Trust balance monitoring
Trust balances get watched per matter, with drift flagged before it becomes a problem.
The pain
Reconciliations by hand, with high stakes.
Trigger
A trust transaction or a review cadence.
What you get
Per-matter trust balances with drift flags.
Systems
Clio trustQuickBooks
Billing, trust & finance
Invoice and payment link prep
Invoices and payment links come prepared, so billing stops being a chore.
The pain
Invoices built and chased by hand.
Trigger
A billable event or a billing cadence.
What you get
Prepared invoices, estimates, and payment links, ready for review.
Billing, trust & finance
Payment request tracking
Payment requests get tracked in one place instead of buried in email.
The pain
Payment requests tracked in an email thread.
Trigger
A payment is requested on a matter.
What you get
Payment requests read and prepared, with status visible.
Billing, trust & finance
AR/AP and cash flow snapshot
The money picture, receivables, payables, and cash flow, in one honest snapshot.
The pain
The owner has no live picture of the money.
Trigger
A weekly or monthly finance cadence.
What you get
Accounts receivable and payable aging, profit and loss, and cash flow read into one snapshot.
Reporting & owner visibility
Owner KPI brief
Ask what needs attention today and get one clear brief across the whole firm.
The pain
Numbers stitched from many tools by hand.
Trigger
A daily or weekly cadence, or an owner question.
What you get
A plain-English "what needs attention" brief across the firm.
Systems
ClioQuickBooksMarketing
Reporting & owner visibility
Caseload and velocity report
Caseload, velocity, and expected fees on tap instead of once a quarter.
The pain
Caseload and expected fees are quarterly guesswork.
Trigger
A reporting cadence.
What you get
Active caseload, case velocity, expected fees, and matter stages, reported.
Reporting & owner visibility
Channel ROI report
See which sources actually produce signed cases, not just leads.
The pain
Marketing spend judged on lead count, not signed cases.
Trigger
A reporting cadence.
What you get
Source performance by signed case and case value.
Reporting & owner visibility
Exception and bottleneck list
The things quietly going wrong become one list you can actually work.
The pain
Problems get found too late, by accident.
Trigger
A daily scan across systems.
What you get
Stalled matters, failed uploads, missing signatures, and overdue follow-ups surfaced.
Systems
ClioIntakeDocuments
Platform, sync & reliability
Lead-source reconciliation
Lead capture reconciles itself and shouts if it ever goes quiet.
The pain
Leads silently dropped between capture surfaces and the case system.
Trigger
A lead event on any capture surface.
What you get
A reconciled, fail-loud lead record, with a drought alarm if none arrive.
Systems
WebsiteControl planeClio
Platform, sync & reliability
Channel health monitoring
The systems that carry your work get watched and healed before you notice.
The pain
A broken channel goes unnoticed for days.
Trigger
A scheduled health check.
What you get
Status of every channel, with auto-restart on crash loops.
Systems
Messaging channels
Platform, sync & reliability
Content and config validation gate
Changes get checked automatically so mistakes do not reach the public site.
The pain
Bad content or config reaches production.
Trigger
A build or content change.
What you get
A validation pass that blocks forbidden terms and broken structure.