For solo, small and midsize law firms
Enter a new client once. Let Clio, DocuSign and QuickBooks follow.
Your intake coordinator types the same prospect into the inquiry inbox, the conflict sheet, the engagement letter, Clio and QuickBooks. We connect the practice software you already pay for so each detail is typed one time, conflict results reach the responsible attorney, and signed letters file themselves to the matter. Attorneys make every call, and we never touch trust-account logic.
Example workflow · Sheet LW-01
Sound familiar?
The unbilled hours inside a small firm.
Every item below is admin time nobody can put on an invoice.
- A web inquiry gets retyped into Clio, then the conflict sheet, then the engagement letter.
- Conflict checks depend on someone remembering an adverse party from a matter four years ago.
- Court dates and statute-of-limitations dates sit in one paralegal's Outlook.
- "Where's my case?" calls take up the front desk's mornings.
What we build
Intake to invoice, row by row.
An attorney still decides every conflict and every engagement. The software does the copying, the searching and the nudging, and if a step fails, a named person at your firm gets an alert.
| Job | Today | After |
|---|---|---|
| Intake | Web inquiry copied into the practice system by hand | The form creates the contact and a draft matter for staff to check |
| Conflict search | One name typed into Clio search, or a spreadsheet | Client, adverse parties and prior names searched across every contact and matter, with results sent to the attorney who decides |
| Engagement letters | Last year's Word file and a find-and-replace | Your own letter template filled from the matter fields, sent through DocuSign, and saved to the matter once signed |
| Deadlines | Court and SOL dates in one person's calendar | Dates your team enters, or your court-rules tool calculates, copied to shared Outlook calendars with reminders |
| Collections | Payment reminders written whenever someone has time | Operating-account invoices get scheduled reminders with a LawPay link, and paid invoices post to QuickBooks |
| Client portal | Clients phone for status and email records as attachments | A portal with secure sign-in where clients upload documents and see their matter stage, fed from your practice system |
Typical prices for law firms
Know the number before we start.
These are our published ranges. The audit fee is credited toward the project.
We trace one inquiry from web form to first invoice and price each fix in writing.
Web intake to a new Clio contact and draft matter. Live in one to two weeks.
Conflict search, DocuSign, Clio and QuickBooks working as one chain.
Matters opened, lead source to signed client, and collections by attorney.
Law firms FAQ
What managing partners want to know first.
Will you touch our trust account?
No. We don't build, change or automate anything that holds, records, disburses or reconciles IOLTA funds. Reminders and reports stay on operating-account billing, and your bookkeeper or CPA keeps full charge of trust accounting.
Can Clio integrate with QuickBooks and DocuSign?
Yes. Clio Manage, QuickBooks Online and DocuSign all have public APIs, so a signed engagement letter can open the matter and a paid invoice can post to your books. If a marketplace app already does the job for your firm, we'll say so in the audit instead of building one.
MyCase, PracticePanther and Smokeball can usually be connected the same way. We confirm what your plan allows before quoting, and you keep the practice software you chose.
Is client information safe with an outside developer?
It stays in your systems. We sign an NDA, work under a written master services agreement, carry $1 million in professional and cyber liability insurance, use a login with only the access each automation needs, and run automations inside your own Microsoft 365 or practice-management account where we can, so client files aren't copied to our machines.
When the project ends, we turn our access off. If we stay on for support, the credentials live in a business password manager such as 1Password.
Can you add AI to intake or document review?
Only if your firm decides it should. ABA Formal Opinion 512 asks lawyers to understand how an AI tool uses client information, so that judgment is yours, not ours. We show you where the data would go and which vendor would see it, then build it or leave it out on your call. Any AI step produces a draft, and an attorney approves it.
How much does a law firm client portal cost?
A client portal is usually $5,000–$15,000 on our published price list, depending on how many practice areas and document types it handles.
We also take on bigger builds, such as replacing licensed software the firm has outgrown or tying intake, matters and billing into one platform. Those run $15,000–$40,000+ and are delivered in gated stages, with a written price before each one starts.
A note from Dean
Most firm data already lives in Microsoft 365, and I've built on Graph, Power Platform and MSAL sign-in for years, so I start from the accounts you already have. I'd rather make your Clio or MyCase subscription do more than sell you another system. When you call, you'll talk to me, and I'll tell you plainly if a fix isn't worth the fee.
Dean Whitten
Start here
Tell us how many places a new client gets typed.
You'll hear back within two business days with a useful next step, even if that step is a setting you haven't turned on yet. Rather call or text? (478) 954-7760