Automation for law firms
Law firm automation for intake, documents and billing
Law firm automation connects your intake forms, practice management system and document tools so new matters open, conflicts get checked and engagement letters go out without retyping. Dravik builds it for US firms with 20 to 500 people. It starts with a $199 fixed-price audit: a 30 minute call plus a written plan.
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it
Common tools we build on
- Clio
- MyCase
- PracticePanther
- Smokeball
- Filevine
- NetDocuments
- iManage
- LawPay
- DocuSign
- Microsoft 365
Common systems in law firms. We build on the stack you already run.
The problem
Where the hours go in law firms
Most firms run on a practice management system, a document management system, email and a stack of spreadsheets that fill the gaps. The gaps are where paralegals and intake staff lose their day: copying a caller's details from a web form into the matter record, then into the conflict search, then into a fee agreement template.
Partners feel it as slow intake and unbilled time. A prospect who called on Friday hears back on Tuesday. Time entries get reconstructed from calendars at month end. Deadlines live in one person's head or one shared calendar. None of this needs new software. It needs the tools you already pay for to pass information to each other.
What we automate
Workflows worth automating for law firms
- 01
Intake to matter opening
A web form, phone intake sheet or chat lead creates a contact and a pending matter in Clio or MyCase, tags the practice area, assigns the right intake person and sends the prospect a confirmation with next steps, so nobody retypes the same name and phone number three times.
- 02
Conflict check preparation
When a matter is pending, the names of the client, opposing parties and related entities are pulled into a conflict search automatically and the results are routed to the attorney who must clear it. The decision stays with a lawyer. The gathering and routing does not.
- 03
Engagement letters and e-signature
Once conflicts clear, the right engagement letter template is filled from the matter record, sent through DocuSign or the e-sign tool built into your practice management system, and the signed copy files itself to the matter folder in NetDocuments or iManage.
- 04
Court deadline and calendar entries
Hearing dates and filing deadlines entered once are pushed to the responsible attorney's calendar, the paralegal's task list and a reminder schedule. Rule-based deadline calculation stays in your docketing tool; the automation makes sure what it calculates reaches the people who need it.
- 05
Time capture reminders and pre-bills
Daily nudges for attorneys with missing time, a weekly list of matters with no entries, and pre-bill drafts assembled for review before the billing cycle, so month end is a review instead of a reconstruction from emails and calendars.
- 06
Invoice and trust balance follow-up
Polite, scheduled reminders for unpaid invoices, alerts when a client's trust balance falls below the replenishment amount in their engagement terms, and a simple report for the managing partner. Movement of trust funds always stays a manual, approved step.
The business audit
Find the workflow costing your team the most hours
The audit maps your repeat work, checks which of your systems can connect, and ranks what to automate first in your business.
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it
Your stack
Built on the tools law firms already use
We build on top of the practice management and document systems you already run, using their APIs or a workflow tool like Zapier, Make or n8n. Some older on-premise systems have no clean API, and we say so in the audit rather than forcing a fragile workaround. Client confidentiality comes first: automations only touch the fields they need, and access can be removed by your firm at any time.
- Clio
- MyCase
- PracticePanther
- Smokeball
- Filevine
- NetDocuments
- iManage
- LawPay
- DocuSign
- Microsoft 365
Where we start
What the audit looks at first
For most firms the audit starts with intake: how a new lead reaches you, how long it waits, and how many times its details get typed. A common first build is intake to matter opening with an automatic confirmation to the prospect, because it touches revenue directly and sits on top of systems the firm already trusts.
- 01The call30 minutes on how your business runs, the tools you use and the growth you are after.
- 02ReconWe study your workflows, your site, your rankings and how AI assistants describe you and your competitors.
- 03The written planA ranked list of what to fix or build first, with a fixed price for anything worth building.
- 04Your callKeep the plan and run it yourself, hand it to your team, or have us build it.
What you own
Everything we build is yours.
- Every workflow and integration, in your own accounts
- Written documentation of what each automation does
- Admin access to every tool, ours removable at any time
- A person in the loop wherever a judgment call is needed
Automation questions from law firms
Can automation work with Clio or MyCase?
Yes. Both have APIs and integrations that let new contacts, matters, tasks and documents be created from other tools. We check your plan level and existing integrations in the audit, since some features depend on the tier you pay for.
Does automating intake mean clients talk to a bot?
No. The goal is that a person at your firm responds faster with the details already in front of them. Automation handles confirmations, routing and data entry. Conversations about a legal problem stay with your staff and attorneys.
What about confidentiality and ethics rules?
We scope every automation to the minimum data it needs, sign an NDA before we start, and keep decisions like conflict clearance and trust transfers with your lawyers. Your firm should confirm any workflow against its own ethics obligations, and we flag anything that looks sensitive in the audit.
Where does a law firm usually start?
Usually with intake, because slow response loses matters and the fix sits on systems you already use. The $199 fixed-price audit maps your intake, document and billing steps and ranks which ones to automate first.
How much does automation cost for law firms?
It starts with a $199 business audit: a 30 minute call plus a written plan of what is worth automating. If something is worth building, you get a fixed price for it before any work starts, and you own everything we build.
Keep reading
More on automation
Related
Start with recon
Find the busywork your team should stop doing by hand.
Book the audit. We will tell you plainly which workflows in your business are worth automating, which are not, and the fixed price for anything worth building.
- A 30 minute call about how you run
- A written plan ranked by impact
- Yours to keep, even if you never hire us
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it