Workflow automation for firms on MyCase and Clio · Gilbert, Arizona
Legal workflow automation, inside the software you already pay for.
Most of what is sold as legal workflow automation is another platform, another subscription and another login for your team. We are not that. We build the automation into MyCase or Clio, the system your firm already runs, and then we watch it every month so it keeps working.
Carlos & Erick
Six workflows, wired once
Where the hours go back.
New matters that open themselves
A signed intake becomes a contact, a matter, the custom fields, the folder skeleton and the first calendar entries in one chain, with the right task list applied at the moment it opens.
How we build itCosts that land on the right matter
Vendor invoices read, matched to the matter and entered with activity, date and amount, with the source document filed alongside. Anything ambiguous goes to a review queue instead of a guess.
How we build itThe update you meant to send on Friday
Stage changes trigger the update your firm would have written anyway, in your firm’s words, with the attorney approving anything that is not routine. Fewer status calls, and no client wondering.
How we build itTask template lists applied at matter opening with cascading due dates, and court-rule deadline chains calculated from a trigger event where the platform supports it.
The report your bookkeeper rebuilds by hand every month, produced on a schedule instead. On Clio the report comes through the API. On MyCase there is no trust-balance endpoint, so the delivery route is confirmed with your firm before the work is scoped or priced.
Packages built from your own templates with conditional language resolved correctly, covered in depth on the document automation page.
The difference worth understanding
A service, not another platform.
Inside MyCase or Clio, on your firm’s accounts. No second system, no separate login, nothing new for your team to learn.
The accounts, the templates, the workflows and every record. If we part ways it stays with you and keeps running.
Care at $295 a month covers monitoring, maintenance and small enhancements. There is no per-seat licence that grows as your firm does.
Anything the system should not decide alone lands in a review queue for a person to confirm, which is how the unusual matter gets judgment instead of a wrong answer.
Automation handles logistics only. It gives no advice and makes no judgment calls, and the data-flow design is written down before launch.
It removes the re-typing, the chasing and the remembering, which is the part of the job your best people like least. Headcount decisions are yours and we do not pitch them.
The maintenance nobody mentions when they sell you automation
Credentials expire, webhook subscriptions lapse, platforms ship changes, and a quietly dead automation looks exactly like a working one until a deadline slips. Renewal and health checks are scheduled work we run as part of care. It is unglamorous, and it is the difference between automation that works in month one and automation that still works in month twelve.
Four steps, no surprises
How it lands.
We watch the work
A session with whoever actually does the task, not a questionnaire. We map the real sequence, including the exceptions people handle from memory.
Fixed scope, fixed price
You get the workflow written out, what it will and will not do, and one number. You approve it before anything is built.
Built and proved
Built against your own data, then run beside the manual process until the output matches for long enough that nobody is nervous.
Watched monthly
Platforms change and credentials expire. Care means we notice before you do, and the fix is included.
Built for privilege, not around it.
Automation here handles logistics only: matter setup, documents from your templates, entries, updates and reporting. It gives no legal advice and makes no judgment calls. Everything it touches stays in systems your firm controls, under your firm’s accounts, and the data-flow design is written down before launch so your obligations are documented rather than assumed.
Fixed price, agreed first
What workflow automation costs.
Built once, owned by you
One workflow or a connected set, priced in writing before work starts. Two to six weeks depending on scope. Your firm owns the accounts, the templates and the workflows.
Scope itRun, watched, tuned
Monitoring, maintenance and small enhancements. Credential renewals, platform changes and the failures nobody notices until a deadline slips. No long-term contract.
Scope itThe report, handled
The scheduled trust balance report plus monitoring of everything we built, against the $600 and up a legal bookkeeper charges for the same reconciliation. On Clio the report comes through the API. On MyCase there is no trust-balance endpoint, so the delivery route is confirmed with your firm before the work is scoped or priced.
Scope itThe honest answers, up front
Questions firms ask before signing.
What is legal workflow automation?
Legal workflow automation is software that performs the repeatable administrative work around a matter: opening it from intake, assembling documents, entering expenses, sending client updates, calculating deadlines and producing scheduled reports. The judgment stays with the attorneys. The typing, chasing and remembering does not.
Is this another platform we have to buy and learn?
No, and that is the main difference between this and most products in the category. We build inside MyCase or Clio, the system your firm already pays for and your team already knows. Nobody logs into a second tool, and there is no new subscription stacked on top of the one you have.
Which workflows are worth automating first?
The ones that run often, follow the same steps every time, and hurt when someone forgets. In most firms that is intake to matter opening, document assembly, expense and vendor invoice entry, and scheduled reporting. We start with one, prove it against your own data, then extend.
How do you handle the exceptions our staff deal with from memory?
We look for them on purpose during scoping, because they are the reason automation projects fail. Anything the system should not decide alone goes to a review queue where a person confirms it, so the unusual matter gets a human rather than a wrong answer.
What does it cost and how long does it take?
Scoped builds run $2,500 to $12,500 fixed, agreed in writing before work starts, and typically take two to six weeks. Ongoing care is $295 a month, and managed reporting is $495. There is no long-term contract on either.
Keep reading
Bring the workflow that wastes the most time.
Thirty minutes with the person who actually runs it. We will tell you honestly if your platform already does it.
See you on the call. Carlos & Erick