Example workflow · Law firm
From inquiry to invoice.
How a small law office can handle intake, scheduling, deadlines and billing with less admin time.
Example workflow video
What the example shows
Six steps that run on their own.
People stay in control: anything sensitive, unusual or costly is approved by your team before it goes out.
- Inbox. The inbox sorts itself.
- Intake. Intake and conflict check, done first.
- Consultation. The consultation books itself.
- Engagement. Signed, paid and organized.
- Deadlines. No deadline slips through.
- Billing. Time becomes invoices automatically.
Built for your business
Your workflow will look different, and that is the point.
Relevant to: Law firms and professional service offices. We start by understanding how your business actually runs, then automate the parts that save the most time. Nothing is copied from a template.
- Inbox sorted and routed
- Intake created and conflicts checked
- Consultation booked online
- Engagement signed, retainer paid
- Deadlines calendared with reminders
- Time turned into invoices
See what this could look like in your business.
Start with an Operational Assessment, or call (347) 728-7643.