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Automate Your Practice
You’re ready to automate, but you need more than vague advice. This engagement is a focused, done-with-you automation planning engagement where we map your full firm workflow, identify exactly what can (and should) be automated, and deliver a detailed, visual automation plan built around your tools, team, and goals.
You’ll walk away with a fully automated law firm.
What to Expect:
Automation Needs Discovery: We’ll lead a focused discovery session to understand your current workflows, roles, and client journey plus where bottlenecks, delays, or duplicate work exist.
Current-State Blueprint Process Mapping: We’ll create visual maps of your firm’s end-to-end processes across intake, onboarding, casework, communication, billing, and more.
Future-State Automation Blueprint: Using the current state as a base, we’ll design the ideal version of your workflows with automation layered in, highlighting what to automate, how, and why.
Detailed Implementation Estimate: We’ll include a proposed implementation plan with recommended tools, setup notes, cost ranges, timeline expectations, and whether a specialist is required.
Implementation Services: We will build and implement the automations we recommend, following your approval.
Deliverables:
Current-State Workflow Map
Future-State Automation Blueprint
Recommended Automations List (by tool or system)
Implementation Services to implement everything (includes up to 50 hours of automation engineering)
Training Videos for you and your staff
PDF Report and Video Walkthrough
Live Call for Final Results Review
Next Step After Purchase:
After checkout, you’ll get a link to schedule your kickoff call and complete a short intake form. You’ll receive your automation design blueprint and implementation within 2–3 weeks (in most cases).
The Details:
This engagement typically wraps in 2–3 weeks and includes 1–2 meetings and light async collaboration. You’ll need to walk us through your current process and grant access to a few tools or forms. We may require more time with your team depending on the complexity of your requirements.
Automatons do result in an additional monthly cost to operate that we’ll be able to discuss with you once we understand your needs. It’s typically $200-$500/month including ongoing maintenance.
This is ideal for firms who:
Know automation is possible, but don’t know what to automate
Are overwhelmed by manual processes and disjointed tools
Want a strategic, tech-informed plan before hiring or scaling
Need a real-world roadmap (with cost) before committing to software or consultants
Limitations of this service: This is a design and implementation engagement capped at 50 hours of engineering after we define your requirements. It does not include (but can be added later):
Implementing anything that we didn’t scope out with you in the first half of the engagement
Reconfiguration of all your systems
CRM or CMS rebuilds (but we’ll flag if needed)
Bottom line? This isn’t fluff. It’s a detailed, action packed engagement tailored to your firm’s actual processes so you can stop guessing and start automating the right way.
You’re ready to automate, but you need more than vague advice. This engagement is a focused, done-with-you automation planning engagement where we map your full firm workflow, identify exactly what can (and should) be automated, and deliver a detailed, visual automation plan built around your tools, team, and goals.
You’ll walk away with a fully automated law firm.
What to Expect:
Automation Needs Discovery: We’ll lead a focused discovery session to understand your current workflows, roles, and client journey plus where bottlenecks, delays, or duplicate work exist.
Current-State Blueprint Process Mapping: We’ll create visual maps of your firm’s end-to-end processes across intake, onboarding, casework, communication, billing, and more.
Future-State Automation Blueprint: Using the current state as a base, we’ll design the ideal version of your workflows with automation layered in, highlighting what to automate, how, and why.
Detailed Implementation Estimate: We’ll include a proposed implementation plan with recommended tools, setup notes, cost ranges, timeline expectations, and whether a specialist is required.
Implementation Services: We will build and implement the automations we recommend, following your approval.
Deliverables:
Current-State Workflow Map
Future-State Automation Blueprint
Recommended Automations List (by tool or system)
Implementation Services to implement everything (includes up to 50 hours of automation engineering)
Training Videos for you and your staff
PDF Report and Video Walkthrough
Live Call for Final Results Review
Next Step After Purchase:
After checkout, you’ll get a link to schedule your kickoff call and complete a short intake form. You’ll receive your automation design blueprint and implementation within 2–3 weeks (in most cases).
The Details:
This engagement typically wraps in 2–3 weeks and includes 1–2 meetings and light async collaboration. You’ll need to walk us through your current process and grant access to a few tools or forms. We may require more time with your team depending on the complexity of your requirements.
Automatons do result in an additional monthly cost to operate that we’ll be able to discuss with you once we understand your needs. It’s typically $200-$500/month including ongoing maintenance.
This is ideal for firms who:
Know automation is possible, but don’t know what to automate
Are overwhelmed by manual processes and disjointed tools
Want a strategic, tech-informed plan before hiring or scaling
Need a real-world roadmap (with cost) before committing to software or consultants
Limitations of this service: This is a design and implementation engagement capped at 50 hours of engineering after we define your requirements. It does not include (but can be added later):
Implementing anything that we didn’t scope out with you in the first half of the engagement
Reconfiguration of all your systems
CRM or CMS rebuilds (but we’ll flag if needed)
Bottom line? This isn’t fluff. It’s a detailed, action packed engagement tailored to your firm’s actual processes so you can stop guessing and start automating the right way.