The problem
Client intake forms and document review pull paralegals away from billable work.
The automation
Intake form → AI summarizes case → routes to right attorney → drafts engagement letter in DocuSign.
Tools we wire together
- OpenAI
- DocuSign
- Clio
- HubSpot
How we'd ship this for you
- 1. Free audit — 30-min call. We map your current workflow and confirm the savings estimate.
- 2. Fixed-scope blueprint — You get a written plan with the exact tools, timeline, and price.
- 3. Build in 1-2 weeks — Working automation live, with monitoring and a human-in-the-loop fallback.
- 4. Operate — Monthly tune-ups so the automation keeps paying off as your business grows.
Want this for your law firm?
Book a free audit and we'll show you exactly what to automate first.
Book my free audit