01auto-triage
Sorts and routes every inquiry
The intake form's own answers tag, score, and route each inquiry to the right person — and fire an instant reply, 24/7.
// The automation engine
Nine automations that run your firm while you practice.
Not a form-builder. A connected automation engine that routes, generates, tracks, and acts on its own — on top of the software you already run. Scroll to see each one work.
// auto-triage & routing
Sorts & routes every inquiry instant
From intake formImmigration · restoration
Priority ruleHighScore 92
➡️
Routed to intake queueAssigned to Mai by practice-area rule
✉️
Instant reply sentMatched template · 24/7, even at 2 AM
✓
Logged & trackedNothing waits in an inbox
The form's own answers tag, score, and route each inquiry — then fire an instant reply. No one has to be watching.
// behavioral sequences
Follow-ups that fire on their own running
TRIGGERNo-show detected
WAIT1 hour
DOSend re-engage SMS + rebook link
IFNo reply in 48h → notify attorney
Stalled docs, no-shows, cold leads — each kicks off its own sequence. Nothing waits on memory.
// workflow engine
When this, do that active rule
WHENMatter stage changes to "Retainer signed"
THEN, AUTOMATICALLY
✓Generate the matter task list
✓Send the welcome email + portal invite
✓Set every deadline for this matter type
✓Assign the paralegal & notify them
One event sets off a chain of tasks, emails, and updates across the firm — built with no code.
// matter blueprints
A whole matter in one click Study Permit
⚡"Study Permit" blueprint applied — built in 0.4s
11
tasks created & assigned
4
key deadlines set
6
document templates queued
3
team members notified
Pick the matter type — the entire workflow builds itself. No two-hour setup, ever again.
// deadline engine
Critical dates, calculated auto-tracked
Biometrics deadline
reminder set · escalates at 3 days
PR filing window opens
calendar + client portal updated
Limitation period
jurisdiction: Ontario
It computes every date by matter type and jurisdiction — and escalates before one is missed.
// document automation
Documents write themselves Engagement letter
This agreement is between Sarah Chen and the firm, regarding Study Permit — Restoration, for a retainer of $1,500, dated Mar 19, 2026.
📄
Engagement-Letter.pdf generated4 fields merged from the matter · 0.3s
Letters, agreements, and government forms fill themselves from matter data. Nothing retyped.
// document intake & validation
Every upload checked & filed Study Permit
Passport✓ received · filed
Photo ID✓ received · filed
Bank statement✓ received · filed
Proof of enrolment✓ received · filed
Reference lettermissing · reminder sent
Each upload is matched to the matter's required list, filed automatically, and gaps are chased for you.
// integration & sync
Every tool, in sync — two ways real-time
Practice software✓ synced
QuickBooks✓ synced
Calendar✓ synced
e-Sign↻ syncing
Payments✓ synced
Google Business✓ synced
Data flows once and lands everywhere it belongs — no double entry, no tools drifting apart.
// live analytics
It spots the bottleneck first last 30 days
32
active matters
91%
realization
4.1d
to retained
Referrals23
Google18
⚠ 4 matters stalled at "Documents pending" for 7+ days — nudge sent automatically.
Realization, pipeline, channel ROI, and where work is stuck — surfaced before it costs you.
02sequences
Follow-ups that fire on behaviour
No-show, stalled documents, an unconverted lead — each triggers its own sequence automatically. Nothing depends on someone remembering.
03workflow engine
"When this happens, do that"
Build multi-step, conditional rules across the whole firm. One event sets off a chain of tasks, emails, and updates on its own.
04blueprints
A whole matter, spun up in one click
Pick a matter type and the full task list, deadlines, documents, and assignments generate themselves — no rebuilding from scratch.
05deadlines
Critical dates calculated for you
The engine works out every deadline by matter type and jurisdiction, sets reminders, and escalates before anything is missed.
06document automation
Documents that write themselves
Letters, agreements, and government forms generate from matter data in seconds. Every field filled, nothing retyped.
07document intake
Every upload checked and filed
Each file is matched to the matter's required list, filed automatically, and anything still missing is chased for you.
08integrations
Every tool kept in sync, two ways
Your PMS, accounting, calendar, e-sign, and payments stay in lockstep. Data flows once and lands everywhere it belongs.
09analytics
It spots the bottleneck before you do
Live dashboards surface where matters stall, your realization rate, and which channels actually bring signed clients.