Client onboarding automation for law firms typically costs $3,500 and up for a fixed-price project, depending on the complexity of your existing intake workflows and the systems needing integration. For foundational automations, such as automated conflict checks or document generation, projects usually start at this baseline. We always begin with a free systems audit to provide a precise, transparent quote.
We conduct a thorough systems audit to map your firm's existing client intake journey, identifying manual touchpoints for conflict checks, data entry, and document assembly. This allows us to design a tailored automation blueprint that aligns with your specific practice management software and business goals.
Our team then builds the custom automations, integrating with your existing tools like Clio, MyCase, or Smokeball to streamline tasks such as automated retainer agreements, client portal invitations, or new matter creation. We focus on seamless data flow and process execution across your tech stack.
We rigorously test all new automated workflows with your team, ensuring every step, from initial client contact form submission to case file creation, functions flawlessly and meets your firm's precise requirements. Once validated, we deploy the solution, providing your staff with training and ongoing support.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit