Legal & Professional Services
Law firms, solo practitioners, consultants, CPAs in practice, and any professional services business managing client matters, deadlines, and billing.
Legal & Professional Services
Law firms, solo practitioners, consultants, CPAs in practice, and any professional services business managing client matters, deadlines, and billing.
Included in Growth Subscription
- Statute of limitations calendar alerts at 180, 90, 60, 30, and 7 days
- Court date and filing deadline monitoring
- Retainer balance monitoring with Telegram alert when balance falls below threshold
- Engagement letter and intake questionnaire delivery on new matter opening
- Client onboarding document collection reminder sequences
- Invoice aging monitoring and automated follow-up sequences
- Client anniversary touchpoint sequences
- Google review request automation after matter closes
- Referral source activity monitoring (alert when a previously active source goes quiet)
- CLE credit deadline reminders
- Bar association dues renewal reminders
Custom Integration — from $150/hr
- ·Conflict check automation (requires practice management system database integration; logic is jurisdiction-specific)
- ·IOLTA trust account reconciliation monitoring (state bar rules vary; strict write restrictions on trust account systems)
- ·WIP and unbilled time alert (requires time and billing system API — Clio, MyCase, PracticePanther; OAuth per client)
- ·QuickBooks sync (OAuth per client; chart of accounts mapping unique to each firm)
- ·Client reporting from practice management system (API access and field mapping vary significantly by platform)
Monitoring is included in your subscription for all automations above where the connected platform supports webhook or API access. Custom integration fixes are billed at the prevailing hourly rate.
Ready to automate your legal operations?
Book a free audit and we'll tell you exactly what's possible, what it costs, and how long it takes.