Free Legal Automation Resources
Templates, guides, calculators, and tools to help you automate your law firm. Everything you need to save 15+ hours weekly.
🌟 Featured Resources
Intake Automation Blueprint
Complete Make.com scenario template for automating client intake from web forms to Clio, including routing logic and error handling.
Legal Automation Roadmap
Step-by-step guide to implementing automation in your law firm, from quick wins to enterprise solutions.
Automation ROI Calculator
Interactive spreadsheet to calculate time savings, cost reduction, and ROI for your automation projects.
Intake Automation Blueprint
Complete Make.com scenario template for automating client intake from web forms to Clio, including routing logic and error handling.
Document Routing Workflow
Pre-built automation template for routing scanned documents from Dropbox to correct Clio matters using OCR and pattern matching.
Client Communication Sequences
Email and SMS templates for automated client updates, appointment reminders, and document requests.
Legal Automation Roadmap
Step-by-step guide to implementing automation in your law firm, from quick wins to enterprise solutions.
Clio API Integration Guide
Complete guide to connecting Clio with automation platforms, including authentication, endpoints, and best practices.
OCR Pattern Library
50+ tested regex patterns for extracting data from legal documents including medical records, bills, and court documents.
Automation ROI Calculator
Interactive spreadsheet to calculate time savings, cost reduction, and ROI for your automation projects.
Time Audit Worksheet
Track your team's repetitive tasks for a week to identify automation opportunities and potential time savings.
Automation Pricing Calculator
Estimate implementation costs based on complexity, integrations, and workflow requirements.
Automation Readiness Checklist
Assess your firm's readiness for automation with this comprehensive 50-point checklist.
Security & Compliance Checklist
Ensure your automations meet legal industry security standards and state bar requirements.
Implementation Checklist
Complete checklist for rolling out automation in your firm, from planning to training.
Make.com Tutorial Series
5-part video series on building legal automations with Make.com, from basics to advanced scenarios.
Clio Integration Walkthrough
Step-by-step video guide to connecting Clio with popular automation platforms.
Calculate Your Automation ROI
See how much time and money your firm could save with automation
Weekly Savings
$2,250
Annual Savings
$117,000
ROI
425%
Get a personalized ROI analysis for your specific workflows
Transform Your Law Firm with Automation
Join 500+ law firms getting weekly automation tips, case studies, and ROI strategies
Practical Guides
Step-by-step automation tutorials
Real Case Studies
See how firms save 15+ hrs/week
ROI Calculators
Measure your automation impact
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