How Many Billable Hours Is Your Intake Process Costing You?
Most small law firms lose 5–8 billable hours per week to manual intake, document chasing, and admin tasks. One 4-lawyer firm we worked with cut client onboarding from 2 hours to 20 minutes. Our free audit shows your specific gaps.
Takes 2 minutes · Find your admin leaks and compliance gaps. 10 minutes, no call required.
5 hrs/wk
billable time recovered per lawyer
2hr → 20min
client onboarding (client result)
$150K+
avg data breach cost (Law Society risk)
The Problem
Sound familiar?
Intake goes to a generic email
New client inquiries land in a shared inbox with no routing, no conflict check, no automated follow-up.
Manual conflict checks
Conflict of interest checks done manually — time-consuming and prone to errors that create liability.
Paper retainer signing
Printing, signing, scanning, and filing retainer agreements — or worse, collecting wet signatures.
No Law Society-compliant backup
Case files and trust records stored locally with no compliant backup or audit trail.
No e-signature or client portal
Documents sent by email, signed manually, returned by scan — slow and non-compliant.
Billing leaks
Time entries made from memory at end of day, trust accounting done in spreadsheets, write-offs pile up.
Our Solution
Intake-to-Invoice — An all-in-one compliant client lifecycle platform covering intake automation, matter management, document security, trust accounting, and billing — eliminating the admin overhead that costs your firm billable hours.
What we deliver
Clio / MyCase / LEAP Implementation
Full practice management setup, data migration, matter templates, and ongoing managed support.
Client Intake Automation
Online intake forms → automated conflict check → retainer + e-signature → matter opening. Zero manual steps.
Trust Accounting & Billing
Law Society-compliant trust accounting, automated time capture, and collections integration.
Secure Client Portal
Branded portal for document exchange, matter status, invoices, and communications — replacing email.
Law Society Compliance Assessment
Data handling, backup, and cybersecurity review against Law Society standards + remediation plan.
E-Discovery Infrastructure
Secure cloud document management with version control, retention policies, and encrypted remote access.
Claim Your Free Intake Process Audit
Find your admin leaks and compliance gaps. 10 minutes, no call required.
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