Workflow automation for the multi-step processes that used to need a human babysitter. We build the sequence once, it runs forever, and humans only get pulled in when a real judgment call is needed.
See if this fits your teamtypical efficiency gain on targeted flows
fewer manual status checks and updates
core workflows transformed per engagement
to measurable savings on your first workflow
New lead hits your intake form. The agent checks for conflicts, creates the matter in Clio (or your CRM), sends a branded welcome packet, books the kickoff call, assigns tasks to the right paralegal, and pings the partner in Slack. All in under 30 seconds.
Every inbound support ticket gets categorized, prioritized, and either answered directly or routed to the right specialist with a pre-drafted first response. Your team reviews and hits send.
Sixty, thirty, and fifteen days before any client renewal, the agent assembles the renewal package and drops it into the account manager's queue with a recommended outreach. They review and send.
From first working session to a live agent catching edge cases in production.
Working session. How work flows today and where it breaks.
Ideal flow sketched. Human approval gates marked.
Agent plugs into your tools. Nothing new to learn.
Edge cases caught. Metrics on hours saved from week one.
Tell us where your team is losing time. We'll tell you honestly — whether AI can help, and if so, what we'd build first.
Book your strategy call