Workflow automation and Clio integration for law firms

Intake to invoice, without typing a matter in twice.

New tools keep piling up, and nobody on your team has the time, or the specialist know-how, to connect them properly. That is exactly the job we take off your hands.

Book a free 20-minute fit call

Free fit call · NDA when you engage us · Fixed-fee audit

IN SHORT

What we do for law firms

We are workflow automation and systems integration specialists for law firms of 10 to 50 people. We connect the practice management system (Clio or similar) to the CRM, Microsoft 365 or Google Workspace, e-signature and billing, so a new client is entered once and appears correctly everywhere. Every engagement starts with a fixed-fee stack audit (EUR 1,500) that gives a written verdict on each tool: keep, configure, consolidate or replace. In a recent engagement with a French law firm we connected Clio, HubSpot, Microsoft 365 and DocuSign with Make; the firm measured about 40 hours a month back across paralegal and admin staff. NDA signed when you engage us, before any system access.

THE STACK WE SPECIALIZE

CRM integration and workflow automation across your whole stack

We work with the software established firms actually run, and connect it so data is entered once and correct everywhere.

  • Microsoft 365
  • Google Workspace
  • Salesforce
  • Claude
  • HubSpot
  • DocuSign
  • Slack
  • Notion
  • ClickUp
  • Clio
  • Twilio
  • WhatsApp
  • GoHighLevel
  • Zapier

+ any tool with an API or a native connector

WHERE THE HOURS GO

Where law firms lose billable hours between systems

The practice management licence is the visible cost. The real one sits between the tools: the re-typing, the chasing, and the engagement letter that goes out a week late.

01

Intake that runs on email and forms

A new matter arrives by email or web form, then someone re-types the client into the practice management system, the CRM and the billing tool. Each copy is a chance for a typo in a name that matters.

02

Engagement letters that wait for someone

The letter is drafted from an old template, sent for signature by hand, and filed wherever the sender remembers. Until it is signed, the work can't be billed.

03

Marketing nobody can measure

Directory listings, referrals and campaigns all bring enquiries, but none of it reaches the CRM in a form partners can read. Nobody knows which channel actually brings matters.

04

Document and email silos

Correspondence lives in Outlook, documents in SharePoint or a drive, matters in Clio. Finding the full picture on a file means opening three systems.

WHO WE WORK WITH

What we typically build for law firms

Established practices where the tools are already paid for and the problem is the gaps between them.

One intake, every system

A secure intake form that creates the client and matter in the practice management system and the CRM in one step.

Engagement letters that send and file themselves

Generated from the intake data, sent for e-signature, and filed against the matter once signed.

Marketing attribution in the CRM

Campaigns and directory enquiries synced to the CRM, so return on each channel is visible.

Follow-ups and deadlines that don't slip

Automated reminders and task creation for the steps that depend on someone remembering.

Serving firms in

United States · Canada · Switzerland · Luxembourg · Singapore · Philippines · France

We work remotely, with no local offices. Calls are in English or French, every deliverable is in writing, and all fees are invoiced in euros.

RECENT WORK · ANONYMISED UNDER NDA

A law firm that got 40 hours a month back

Law firm · 20 to 35 people · France

Audit, then integration · 7 weeks

Before

Client intake relied on email chains, paper forms and manual re-entry into several systems. Marketing could not track which leads came from French legal directories and campaigns. Engagement letters often went out late, which delayed billing.

After

One intake form creates the client in every system. Marketing campaigns sync directly to the CRM, so the firm can see return on each channel. Engagement letters generate and file themselves. About 40 hours a month back across paralegal and admin staff.

Built with: Clio · HubSpot · Microsoft 365 · DocuSign · Make

See all case studies →
HOW IT WORKS

From first call to a system that runs itself

STEP 01

Free fit call (20 minutes)

We learn how your firm runs and where the stack is failing it. No confidential detail needed. If an audit isn't worth doing, we say so here.

01
FIT CALL
STEP 02

Scope and fee in writing

What we'll review, what you'll receive, the timeline and the exact fee. Nothing starts until you approve it.

02
SCOPE
STEP 03

Engagement, NDA, then access

Once you engage us, the NDA is signed (and a data processing agreement, if you want one) before you grant access to any system.

03
NDA
STEP 04

Audit and verdict

Every tool judged: keep, configure, consolidate or replace. The spend you can drop, and a roadmap ordered by payback.

04
VERDICT
STEP 05

Build, test, switch over

Integration and automation built alongside your live systems, tested end to end, and switched over when you choose.

05
BUILD
STEP 06

Enable and support

Training, written guides, recorded walkthroughs and a 30-day support window. An optional monthly retainer after that.

06
SUPPORT
THE ENGAGEMENT

Three steps, each priced up front

No discovery maze, no quote roulette. The audit is a fixed fee, and everything after it is quoted in writing before you commit.

START HERE
Stack audit
€1,500

Every tool you pay for, judged on fit.

NDA signed before any access
A written verdict on every tool
The hours and licence spend you'd recover, itemised
A build plan ordered by payback
Implementation
Quoted after the audit

We build what the audit recommends, end to end.

NDA signed before we touch any system
Data processing agreement on request
Tools connected, busywork automated
Tested end to end and documented
Ongoing partnership
Agreed after the build

Optional: your team trained, your integrations supported and improved.

Team training on the new setup
Support after launch
Integration monitoring and improvements

Each step is optional. Nothing begins without a written proposal you've approved. All fees are invoiced in euros.

COMMON QUESTIONS

What firms ask us first

Will you make us switch practice management systems?

Only if the audit shows the current one doesn't fit how the firm runs. In our law-firm engagement, Clio stayed and everything else was connected to it.

Which tools do you connect for law firms?

Most often Clio, HubSpot, Microsoft 365, DocuSign and Make or Zapier, since that is what we have built with. Any tool with an API or a native connector can be integrated, and the audit tells you which ones are worth connecting.

Do you sign an NDA before we share anything?

Yes. The NDA is signed as soon as you engage us, before you give us access to any system or data. The free fit call beforehand doesn't need confidential information: we talk about how the firm runs, not about specific clients.

Do you keep a copy of our data?

No. We work inside your own accounts under the permissions you grant, and we don't copy client data out to our own systems.

Is this right for a small practice?

We work best with firms of 10 to 50 people. Under 10 people with two or three tools, an audit would be overkill: write to us anyway and we'll point you in the right direction on the free call, without a fee.

How long does a law-firm project take?

The audit takes 1 to 2 weeks. Integration and automation are scoped in writing after it and typically take 6 to 8 weeks; our law-firm engagement took 7 weeks from kick-off to handover.

Find out which of your tools are worth connecting

One free call, no confidential detail needed. If an audit is worth doing, you'll get a fixed-fee proposal in writing. If it isn't, we'll say so.

Book a free 20-minute fit call

Free · No obligation · No confidential detail needed