Template · Law firm
84 active matters. AR aged over 60 at $42K. Collect $28K.
A complete law-firm operating system — matter intake, conflict checks, document automation, trust accounting, collections. Wired into Clio, Westlaw, DocuSign, QuickBooks, Stripe. Deploy in 60 seconds.
1,114,909 APIs·
11 adapters wired·
0 config
Your firm, today
Live KPIs piped in from Clio matters, QuickBooks invoices, and the intake inbox.
Active matters
84
+6 this week
New intake (7d)
19
3 conflicts flagged
AR > 60 days
$42K
8 clients overdue
Collectable this week
$28K
auto-drafted notices
Trust account
$187K
reconciled 2h ago
Three workflows that run themselves
Every step wired to a live API. Open any step and edit it in the builder.
1 · Intake → Matter
Form submission to open matter in Clio, routed to the right attorney, with a conflict check.
- Typeform webhook fires
- Clio conflict check runs
- Matter created, folder in SharePoint
- Retainer sent via DocuSign
- Intake call booked in Calendly
2 · Document automation
Pull matter data into a template, redline, route for signature, log the executed copy.
- Clio matter variables pulled
- Template merged in PandaDoc
- Westlaw cite-check on clauses
- DocuSign routing with reminders
- Executed PDF filed to Clio
3 · Billing & collections
Time entries in Clio become invoices in QuickBooks, paid via Stripe, aged with auto-reminders.
- Clio time entries sync nightly
- QuickBooks invoice generated
- Stripe link emailed to client
- 30/60/90-day reminder cadence
- Partner alerted over 60 days
Connected to the tools you already use
Live adapters. Bring your own credential.
Clio
Westlaw
DocuSign
PandaDoc
QuickBooks
Stripe
Calendly
HubSpot
Typeform
Notion
SharePoint
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