Legal Automation

Automate Your Firm, Maximize Billable Hours

Visual workflow automation that handles administrative tasks so your attorneys can focus on clients.

50%
Less Admin Time
5hrs
Saved Weekly
100%
Compliance
9:41
Automation Hub
Davis & Associates LLP
14 Active
Running Workflows
Client Intake
Running
Deadline Monitor
Running
Billing Sync
Running
Tasks Today
86
100% success
Time Saved
2.4hrs
Today
9:41

Workflow Builder

Editing
Workflow Name
New Matter Onboarding
Workflow Steps
Trigger
New Matter Created
Conflict Check
Run against all parties
Generate Letter
Engagement agreement
Create Deadlines
SOL + key dates
Feature

Design Legal Workflows Your Way

Build powerful automations with our visual drag-and-drop designer. From client intake to case closure—create it once, run it forever.

Visual Designer

Drag-and-drop workflow builder for legal operations.

Case Triggers

Start workflows on new matters, deadlines, or filings.

Action Library

Pre-built actions for documents, notifications, and tasks.

Matter Logic

Route workflows based on practice area, client, or status.

Build Without Code

Create powerful automations visually—no IT staff required.

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Scheduled Tasks

8 Active
Deadline Alerts
Daily at 7:00 AM
Last run: 3 hours ago • 4 alerts sent
Billing Reminders
Weekly on Monday
Last run: 2 days ago • 18 sent
Trust Account Sync
Every 4 hours
Last run: 1 hour ago • Balanced
Partner Reports
Monthly on 1st
Next run: 5 days
Feature

Tasks That Run Themselves

Schedule deadline reminders, trigger conflict checks when new matters open, and batch-generate engagement letters automatically.

Scheduled Tasks

Auto-run deadline checks, billing reminders, and reports.

Event-Driven

Trigger actions when cases update or documents are filed.

Batch Processing

Generate bulk documents, invoices, and correspondence.

Auto-Retry

Failed tasks automatically retry with complete audit trails.

Recover 5 Hours Weekly

Eliminate admin work and capture more billable time.

9:41

Integration Hub

6 Connected
Connected Systems
Clio
Clio Manage
Synced 1m ago
Microsoft 365
Synced 2m ago
DocuSign
Synced 5m ago
Today's Data Flow
1.2k
Records
28
Webhooks
100%
Success
Feature

Connect Your Entire Legal Tech Stack

Integrate with practice management systems, document automation, billing platforms, and court filing systems. Keep everything synchronized.

Legal Software

Connect Clio, PracticePanther, MyCase, and 40+ systems.

API Access

Build custom integrations with our secure REST API.

Webhooks

Send real-time events to any external system.

Data Sync

Keep client, matter, and document data synchronized.

Connect Everything Securely

One hub for your entire legal technology stack with SOC 2 compliance.

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Monitoring

All Systems OK
System Health
100% Uptime
Recent Activity
Engagement letter generated
2 mins ago
Conflict check cleared
5 mins ago
Time entries synced to billing
8 mins ago
Deadline Alerts
0
No missed deadlines
Feature

Monitor Everything in Real-Time

Track every automated workflow, deadline check, and document generation from a single dashboard. Get instant alerts when issues arise.

Live Dashboard

Monitor all automations and integrations in real-time.

Deadline Alerts

Get notified before critical dates are missed.

Audit Trail

Complete logging for malpractice protection.

Performance Stats

Track productivity and identify bottlenecks.

100% Audit Compliant

Enterprise-grade monitoring with legal ethics compliance built in.

Ready to Put Your Firm on Autopilot?

Get started today.