For law firms, proposal generation automation projects typically start at $3,500 for foundational setups, with costs varying based on your specific CRM integrations, document generation complexity, and approval workflows. These are fixed-price engagements, tailored to streamline your client intake and fee agreement processes. Each project begins with a complimentary systems audit, ensuring a clear scope and predictable investment for your firm.
We begin by thoroughly mapping your firm's existing proposal and engagement letter generation process, identifying all data inputs, template variations, and approval stages. This ensures we understand how client details from your CRM, like Clio or MyCase, flow into your specific fee agreements.
Our team then builds and integrates the automation, connecting your practice management system to document generation tools and e-signature platforms. This establishes a seamless flow where proposals are automatically populated, customized, and routed for review and client signature.
Finally, we provide comprehensive training for your team, ensuring they are proficient in leveraging the new automated proposal system. We also implement monitoring to optimize performance and address any evolving needs for your firm's client intake process.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit