Law firms run on specialized software. We connect your practice management, intake systems, document management, and marketing tools into workflows that capture and convert clients efficiently.
Legal technology has matured but integration remains challenging. We build connections between your intake, practice management, and marketing systems that eliminate gaps where leads get lost.
Law firms use specialized tools for intake, practice management, document management, billing, and marketing. Without integration, leads fall through cracks, data gets entered multiple times, and opportunities are missed.
Intake systems disconnected from practice management
Marketing attribution unclear due to system separation
Client communication scattered across platforms
Double data entry between intake, billing, and case management systems
Seamless lead flow from marketing to intake to case management
Client communication unified across platforms
Marketing attribution tracking through to retained cases
Automated document and data workflows
Website leads flowing directly into Clio or PracticePanther
Intake completion triggering conflict checks and matter creation
Retainer signatures feeding billing and matter opening
Client satisfaction surveys linked to matter outcomes
Direct API connections between your tools and CRM for real-time data flow.

No-code automation workflows connecting hundreds of apps.

Connect lead sources to CRM to pipeline to notifications to reporting.

GTM, GA4, Meta Pixel, and CAPI setup for complete attribution.
-40% intake processing time
Streamlined intake-to-retention process
Let's discuss how we can help your Legal / Law Firms business grow.