Intake to invoice, fully automated
Client intake, matter setup, document generation, and billing wired end-to-end.
- 11 hrs
- saved / matter
- 100%
- billed on time
- 3 sys
- consolidated
The situation on day one
The team was running a patchwork of tools stitched together by inbox rules and tribal knowledge. Every new hire meant another quarter of ramp, every new tool meant another dashboard nobody opened. Growth was capped by how many hours the operators could stay awake.
- · Handoffs slipped between three separate systems
- · Reporting was rebuilt by hand every Monday morning
- · No single owner for the customer lifecycle
One operating system, not ten integrations
Instead of another SaaS bolt-on, we designed a control plane that sits above the existing stack. Agents own the repetitive work end to end. Humans review exceptions inside the same interface they already use every day.
- Week 1Discovery & audit
Mapped current workflows, mined the data model, and shortlisted the highest-leverage build.
- Week 2Blueprint & sign-off
Wrote the technical spec, agreed KPIs, and locked scope with the exec sponsor.
- Week 3, 4Build & wire-up
Shipped the operating system into staging, integrated the existing stack, and ran shadow traffic.
- Week 5Go live & handover
Cutover to production, trained the operators, and set up the weekly review cadence.
Vendor-agnostic by design
We picked the best tool for each job and wired them together. If a vendor stops earning its keep, we swap it out without rewriting the system.
A system the team actually owns
Hours came back to the operators. Cycle times dropped. The exec team stopped asking for reports because the numbers were already in front of them. Six months in, the system has paid for itself and then some.
"It stopped feeling like a project and started feeling like part of how we run the company."
Book a free 30-minute consultation. We map your highest-leverage build and share what a first project could look like.