For law firms on MyCase & Clio · Gilbert, Arizona
Legal automation, run for you.
GGS automates the work your firm re-types, chases and rebuilds every week: documents, expenses, trust reports and follow-up, inside the platform you already use. The judgment stays yours.
Carlos & Erick
0Monthsrunning one Arizona estate firm’s document automation
0Templatesconsolidated and reconciled to zero missing documents
0Merge fieldsper assembled estate-plan package, logic included
100%Firm-ownedevery account, workflow and record stays with your firm
Built for how law firms work
Law firm automation for the workflows that eat the week.
01 · Documents
Advanced document automation
Estate plans, engagement letters and firm documents assembled from your templates with the conditional logic built in, filed to the right matter automatically.
- Smart templates and conditional logic
- Auto-populated from your practice data
- Every change reviewed and traceable
02 · Expenses
Expense & invoice entry
Vendor invoices and receipts arrive by email and land as expenses on the correct client, receipt filed to the matter, nothing posted without confidence.
- Batch vendor statements handled
- Review queue for anything ambiguous
- Your tracking sheet stays current
03 · Trust reports
Trust balance reporting
The report your billing team rebuilds by hand every week, delivered automatically: balances, available funds, and who needs a replenishment notice.
- Every attorney, every open matter
- Replenishment flags before they bite
- On the schedule your firm chooses
- Delivery route confirmed per platform before we scope it
Intake to matter
A qualified consult becomes a matter with contacts, folders and kickoff tasks, the moment it books.
Email & call logging
Every message and call recorded on the right matter, so the file is always the whole story.
Task chains & deadlines
Stage-driven task lists applied at matter opening, with court-deadline chains where the platform supports them.
Collections that follow up
Aging balances chased with payment links and dignified nudges, without an attorney doing the asking.
Client status updates
The “what is happening with my case?” call retired by updates sent at real milestones.
Firm dashboards
Intake, work in progress and collections current by Monday morning, without spreadsheet nights.
Case studies
Work you can ask us about.
Document automation · Arizona estate firm · 14 months in production
Ten estate-plan packages that assemble themselves.
An Arizona estate firm produces its full client packages without touching a template. Each carries more than 170 merge fields and resolves its own conditional logic as it assembles: pronouns and titles, the healthcare-directive exception, guardian provisions, restatement language. It runs on tools the firm already owns, with no third-party dependency, and every revision ships with a report proving each edit traces to a decision they made.
14 months running106 templates170+ fields per package0 unexplained edits
Analytics · WM Phoenix Open
$2.4M reconciled to the dollar.
We built the inventory and analytics system behind a 700,000-person event: a three-tier warehouse-to-bar distribution model spanning 300 bars and 18 holes, with role-based approvals and more than 100 people working in it at once. Post-event reconciliation then verified over $2.4M of vendor invoicing to the dollar. The same discipline runs the trust reports and firm dashboards we deliver to law offices.
$2.4M verified700,000 attendees300+ bars100+ concurrent users
Client names and full detail shared on the call, with our clients’ permission. One more for the road: when an attorney’s drive failed, we recovered 3 GB of matter files, and the firm’s insurance application kept its clean-incident record honest.
Built on the tools firms already trust
Native to MyCase. Fluent in Clio.
MyCase
MyCase
MyCase automation consultantsDocuments filed with auto-created folder structures, expenses entered against the right client, and intake calls logged with the caller matched. Fourteen months in one firm’s file, where our document automation assembles their estate-plan packages end to end. Trust balances are the one gap in the MyCase API, so we agree that route with you first. The full picture is in our MyCase API guide.
MyCase automation
Clio
Clio automation consultantsTrust ledgers and scheduled trust reports, document generation from your templates, email and call logging on the matter, task chains at matter opening, court-rule deadlines, and buttons inside Clio’s own screens. The deepest API in legal software, and most firms use a fraction of it. We wrote down what the Clio API can and cannot do.
Clio automationWhat clients say on Google
Five stars, in their words.
★★★★★
We hired GGS Consulting to help streamline our law firm’s processes, eliminate errors, and make our documents more efficient—and they exceeded our expectations. They are professional, knowledgeable, and extremely easy…Amy Klein · Google review, April 2026
★★★★★
These guys are literally THE BEST consultants I’ve worked with in my career. They are thorough, quick, logical, efficient, and kind. They are solution oriented and don’t waste time. Very fair pricing for the mountains…Janie Wills · Google review, April 2026
★★★★★
Amazing company they did great work on our website and for all our analytics work!Kristie Falb · Google review, April 2026
How it lands
Scoped first. Fixed price. A person stays in control.
Step one
Map
We sit with the person who actually runs your office and map the workflows that eat the week, using your procedures, recordings and real samples.
Step two
Build
We build inside your platform through supported integration paths. The scope and the fixed price are agreed in writing before work starts; builds typically run two to six weeks.
Step three
Run
We watch it monthly and tune it as the firm changes. Anything the system is not certain about waits in a review queue for your team, so nothing risky happens on its own.
Confidential by design
Built for privilege, not around it.
- Client data stays in systems your firm controls. We work inside your practice platform and your email, not a copy of them.
- Model training is off on every tool we use. Your data never trains, improves or fine-tunes any AI model.
- Deterministic rules do the routing. AI is a tie-breaker for ambiguity, used to the minimum extent needed.
- The data-flow design goes in writing before launch, so you can see exactly what moves where.
- Every account is opened in the firm’s name. If we ever part ways, everything keeps working and stays yours.
- Nothing automated crosses a conflict wall. Restricted matters are excluded by rule, and your review process is the control.
Ways to engage
Three ways in. No long-term contracts.
I · Automation build
Workflows, wired once
$2,500–$12,500 fixed
Documents, expenses, trust reporting, intake-to-matter and the rest, scoped with your team and priced in writing before work starts.
Scope it on a call
II · Care & monitoring
Run, watched, tuned
from $295/mo
Monthly monitoring, maintenance and enhancement of what we build, with a real person answering when something changes at the firm.
Ask what it covers
III · Managed reporting
Trust reports, delivered
from $495/mo
The scheduled trust balance report plus monitoring of everything we built, positioned against the $600-plus your bookkeeper charges for the same reconciliation grind. On Clio it comes through the API; on MyCase we prove the delivery route with your firm before scoping.
Scope it on a callTrue totals are itemized before you sign, and every account is opened in your firm’s name.
Questions firms actually ask
The honest answers, up front.
Is this compatible with confidentiality and privilege?
Yes, by design. Automation handles logistics: matter setup, documents from your templates, scheduling, updates and reporting. It gives no legal advice, and everything it touches lives in systems your firm controls. We put the data-flow design in writing before launch.
Does this replace our staff?
No. It removes the re-typing, the chasing and the remembering, which is the part of the job your best people like least. The judgment calls stay human, and a review queue keeps your team in control of anything uncertain.
Which platforms do you work with?
We build natively on MyCase and Clio, and around them with the tools your firm already runs. Some integrations depend on your subscription tier; we confirm what your plan supports before any scope is priced.
How fast can the firm go live?
Builds typically run two to six weeks depending on scope, and you approve the scope and the fixed price before anything starts.
Who owns the workflows and the data?
The firm does, entirely: the accounts, the workflows, every record. If we ever part ways, it all stays with you, still running.
How much does law firm automation cost?
Scoped builds at GGS run $2,500 to $12,500 fixed, agreed in writing before work starts. Ongoing care starts at $295 a month, and managed trust reporting starts at $495 a month. Comparable legal technology consulting commonly bills $150 to $500 an hour, with multi-workflow projects reaching $12,000.
Can MyCase be automated?
Yes. MyCase’s Open API, available on its Advanced tier, supports documents, expenses, time entries, tasks, events, calls and leads, and we have shipped document automation running entirely on native MyCase features. Trust balances are the notable gap: MyCase publishes no trust-balance endpoint, so on MyCase we confirm how the report will be produced with your firm before we scope or price it. On Clio, trust ledgers and scheduled trust reports are available through the API directly.
Can Clio produce trust reports automatically?
Yes. Clio’s API exposes matter and client trust balances and bank transaction ledgers, and it can generate and schedule Clio’s own trust ledger and trust listing reports. We wire the delivery, the replenishment flags and the monitoring around them.
Do you work as MyCase or Clio consultants?
Yes. GGS is an independent automation consultancy for firms on MyCase and Clio: we scope, build and run workflow automation inside each platform through its supported integration paths. We are not affiliated with or certified by MyCase or Clio, and the work, the accounts and the results belong to your firm.
What is legal workflow automation?
Legal workflow automation is software that performs a firm’s repeatable administrative work: filing documents to the right matter, entering expenses, opening matters from intake, sending client updates and producing reports, with attorneys reviewing anything judgment-based. It runs inside the practice management platform the firm already uses, such as MyCase or Clio.
Trusted by Arizona firms
Dynasty Law
Two founders. Not a ticket queue.
GGS is Carlos and Erick in Gilbert, Arizona. The same automation discipline runs our own companies, and when your firm calls, one of the people who built your system answers.
Carlos & Erick
Built in Gilbert, Arizona
See it scoped before you pay for anything.
Thirty minutes with the person who runs your office. We will tell you honestly if your platform already does what you need.
See you on the call. Carlos & Erick