Matter/Case Management Automation
Automate workflows around client matters and cases
The problem
Your firm's value is in expertise, not in process administration. But without automation, your most expensive people spend a third of their time on tasks that don't require their skills. For businesses dealing with client intake delays, this pain is especially acute.
Billable professionals spend a third of their time on non-billable admin work
Automated intake, billing, and reporting maximize billable hours
The solution
We build a custom matter/case management automation system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.
- Map your client lifecycle from intake to ongoing service
- Design automations for time tracking, billing, and client communication
- Build integrations with your practice management tools
- Deploy with team training and utilization dashboards
Expected results
Purpose-built tool perfectly matched to your workflow
User interface designed for speed and minimal training
Complete data visibility across your operation
How we'd approach this
This is typically a Build a Custom Tool engagement (4-12 weeks).
Purpose-built tools with user interfaces designed for your specific needs. When off-the-shelf software doesn't fit, we build what does.
Best for: Teams who need something that doesn't exist off-the-shelf, or need to connect multiple systems into one unified tool.
What's included
- Custom application deployed and hosted
- User interface tailored to your workflows
- Database and backend infrastructure
- Admin controls and user management
- Full documentation
- Team training
- 90 days of support
FAQ
4-12 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.
Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.
That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.
90 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.
We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.
Absolutely. Many clients start with a focused implementation and expand as they see results. We design with future growth in mind.
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