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Expert Filevine optimization, legal automation, and Clio implementation for law firms.

Legal Automation & System Services

Choose the level of support that fits your firm’s needs — from audits to full automation.

  • Starter Audit

    99$
    Best for law firms that want a quick review of their current legal system and clear recommendations before full implementation.
     
    • System review of your current setup
    • Audit of workflows or automation
    • Identification of key issues and gaps
    • Clear improvement recommendations

  • Implementation

    499$
    Designed for law firms ready to implement workflows, automation, and system improvements based on a proven plan.
     
    • Workflow and automation implementation
    • System configuration and optimization
    • Up to 3 automated workflows
    • Basic integrations (where applicable)
    • Post-setup review and adjustments

  • Full Automation

    1,500$
    Best for law firms that want full system automation, advanced workflows, integrations, and long-term efficiency improvements.
     
    • End-to-end system automation
    • Advanced workflow design and logic
    • Unlimited workflows (within agreed scope)
    • Advanced integrations and data sync
    • Testing, optimization, and refinement
    • Final walkthrough and documentation
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