Simplify and GrowAI

Industries Attorneys / law firms

For law firms where intake, deadlines and client updates still run through a partner.

Every new matter brings an intake call, dates to calendar and a client who wants to know where things stand. Most of it lands on the attorneys and whoever answers the phone.

Book your free Simplify Blueprint Book your free Blueprint

A Blueprint often finds

  1. 01Client intake and conflicts checks
  2. 02Calendaring court dates and filing deadlines
  3. 03Document drafting and review follow-up
See all 6

What a Blueprint often finds

Example · illustrative These are examples of what we look for, not results we've delivered.

  • Client intake and conflicts checks
    Example fix: An intake workflow that captures new-matter details once, flags names for a conflicts check and routes the matter to the right attorney
  • Calendaring court dates and filing deadlines
    Example fix: Dates pulled from filings and orders into a calendar draft for your team to confirm, with reminders before each deadline
  • Document drafting and review follow-up
    Example fix: First drafts from your own templates, plus a tracker that flags documents waiting on attorney review or client comments
  • Client updates: calls and emails asking where the matter stands
    Example fix: Client update drafts at each step of the matter, sent once you approve
  • Time entry and billing: hours logged late or never
    Example fix: Time entry drafts from calendar, email and document activity for each attorney to check, plus reminder drafts for unpaid invoices
  • Inbox overload
    Example fix: Inbox triage that sorts mail by matter and drafts replies, plus a daily brief

Works with the tools you already use

What you run on now

  • Clio
  • MyCase
  • PracticePanther
  • Smokeball
  • Microsoft 365
  • Google Workspace
  • QuickBooks

What we add

  • Built in accounts in your name
  • No new software for your crew to learn
  • Nothing reaches a customer until you approve it

We work with businesses doing $250K a year or more, and most of our clients are past $500K.

Start with one bottleneck.

The Blueprint is free, and you keep it either way.

Book your free Simplify Blueprint

What it costs

Fixed price per phase, quoted after your free Blueprint. Monthly support after the build is optional.

Other industries