Templates, guides, calculators, and tools to help you automate your law firm. Everything you need to save 15+ hours weekly.
Complete Make.com scenario template for automating client intake from web forms to Clio, including routing logic and error handling.
Step-by-step guide to implementing automation in your law firm, from quick wins to enterprise solutions.
Interactive spreadsheet to calculate time savings, cost reduction, and ROI for your automation projects.
Complete Make.com scenario template for automating client intake from web forms to Clio, including routing logic and error handling.
Pre-built automation template for routing scanned documents from Dropbox to correct Clio matters using OCR and pattern matching.
Email and SMS templates for automated client updates, appointment reminders, and document requests.
Step-by-step guide to implementing automation in your law firm, from quick wins to enterprise solutions.
Complete guide to connecting Clio with automation platforms, including authentication, endpoints, and best practices.
50+ tested regex patterns for extracting data from legal documents including medical records, bills, and court documents.
Interactive spreadsheet to calculate time savings, cost reduction, and ROI for your automation projects.
Track your team's repetitive tasks for a week to identify automation opportunities and potential time savings.
Estimate implementation costs based on complexity, integrations, and workflow requirements.
Assess your firm's readiness for automation with this comprehensive 50-point checklist.
Ensure your automations meet legal industry security standards and state bar requirements.
Complete checklist for rolling out automation in your firm, from planning to training.
5-part video series on building legal automations with Make.com, from basics to advanced scenarios.
Step-by-step video guide to connecting Clio with popular automation platforms.
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
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
Our experts can help you customize and implement any of these templates and workflows for your specific needs