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Law Firms Automation for Central Oregon

Practice law, not paperwork.

40-60%

of bar complaints relate to communication failures with clients

Source: American Bar Association Standing Committee on Client Protection

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1The Problem

Losing Clients Because You Can't Respond Fast Enough?

Your firm gets 20 inquiries a week. But your intake coordinator is already swamped, and it takes 2-3 days to respond to new leads. By then, the prospect has already hired someone else. Industry data says 79% of legal consumers expect a response within 24 hours — but the average firm takes over two days.

What We Automate

When someone submits an inquiry, the system immediately parses their information, runs a conflict check against your Clio database, and — if clear — sends an intake questionnaire and consultation scheduling link within minutes. If there's a potential conflict, it flags the matter for attorney review instead. Follow-ups go out automatically if the prospect doesn't respond.

1

Inquiry arrives — conflict check runs instantly

2

Intake form and scheduling link sent

3

Automatic follow-ups for non-responders

Works with:ClioLawmaticsCalendly
The Result

6-8 hours/week

saved

$12,803/year

back in your pocket

Capture every qualified lead — even when your team is in court.

2The Problem

Clients Calling Every Day Asking "What's Happening with My Case?"

You have 150 active matters. Clients call and email constantly for updates, and every call interrupts an attorney's workflow for 15-30 minutes. Your paralegals spend 5-10 hours a week fielding "what's the status?" calls. Meanwhile, the clients who don't call feel forgotten.

What We Automate

Every two weeks, each active client gets a plain-language status update: what phase their case is in, what happened recently, and what's coming next. When something significant occurs — a document filed, a hearing scheduled — the client is notified automatically. It all gets logged in Clio so you have a complete communication record.

1

System reads case status from your software

2

Plain-language update generated

3

Client notified by their preferred channel

Works with:ClioPracticePanther
The Result

5-10 hours/week

saved

$13,718/year

back in your pocket

Happier clients, fewer interruptions, and reduced malpractice risk from communication gaps.

3The Problem

How Much Billable Time Is Your Firm Leaving on the Table?

Studies show attorneys fail to record 10-30% of their billable work. At a small firm, that's $50,000 to $200,000 per year walking out the door. Your attorneys mean to enter time, but after a long day of meetings, calls, and court appearances, they "forget" or round down.

What We Automate

At the end of each business day, each attorney gets a personalized prompt listing their calendar events and email activity that don't have corresponding time entries. They review the suggestions, adjust the duration, and approve with one click. At month-end, draft invoices are generated automatically and flagged for partner review.

1

Calendar and email activity scanned daily

2

Suggested time entries sent to each attorney

3

One-click approval and monthly billing

Works with:ClioPracticePantherMicrosoft 365Google Workspace
The Result

10-15 hours/month on billing admin

saved

$5,487/year admin + $50K-$200K in recovered revenue

back in your pocket

Capture the revenue your firm already earned but never billed.

How It Works

No rip-and-replace. We work with the tools you already use.

1

Tell Us Your Workflow

We learn how your business operates day-to-day — what software you use, where the bottlenecks are, and what takes too long.

2

We Build Your Automation

Custom-built to work with your existing software. No rip-and-replace. No new platforms to learn.

3

You Save Time

It runs automatically in the background. You focus on what matters — your clients, your crew, your business.

Works With Your Software

We integrate with the tools Central Oregon law firms businesses already use.

Clio
PracticePanther
Lawmatics
DocuSign
Calendly
Microsoft 365

Frequently Asked Questions

See automation for related industries:

Your data is always yours. Your price is locked the day you sign up. And we’re here for as long as you need us.

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