For law firms, document intake automation projects typically range from $3,500 to $15,000, structured as a fixed-price engagement. The exact investment depends on the complexity of your current intake forms, client relationship management (CRM) system, and document management system integrations. Foundational automations, like auto-filing client intake forms into your DMS, start at the lower end of this range.
We conduct a deep dive into your firm's existing client intake forms, CRM, and document management systems to map out your current processes. This phase identifies all manual data entry points and document routing challenges, forming the blueprint for your custom automation solution.
Our team then builds and rigorously tests the automation workflows, integrating them seamlessly with your firm's specific software, such as Clio, MyCase, or NetDocuments. We focus on automating tasks like populating new client matters, generating initial case documents, and filing intake questionnaires.
Once deployed, we provide comprehensive training for your team, ensuring they are proficient in managing and leveraging the new automated document intake system. You gain full ownership of the automation, alongside documentation for future reference and maintenance.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit