New matter opening
Signed and open within a day or two. From 'yes, please act for me' to a signed engagement letter and an open matter, without retyping the client's details.
Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Client and matter created from the intake
The details collected at enquiry are used to open the matter, so nothing gets typed twice.
- 02
Engagement letter drafted from your template
The right letter for the matter type, with scope, fee basis and the responsible lawyer filled in.
- 03
Sent for signature once approved
After a lawyer checks it, the letter goes out to sign online and is chased until it's signed.
- 04
ID and first documents requested
The client gets one clear list of what to send, specific to their matter type.
- 05
Opening tasks set
Your standard first tasks for that matter type are created and assigned.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
A lawyer approves every engagement letter before it's sent, and a person verifies ID against your firm's own procedure.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
After the consultation, a paralegal copies the client's details into the practice system, adapts an engagement letter, emails it, chases the signature, asks for ID and sets up the file. It takes an hour or two per matter, and work can't start until it's done.
What we build
- Client and matter created from the intake
- Engagement letter drafted from your template
- Sent for signature once approved
- ID and first documents requested
- Opening tasks set
A month in
Matters are open and signed within a day or two of the consultation, not a week or more, and every file starts with the same letter, checks and tasks.
FAQ
Will it use our own engagement letter wording?
Yes. Engagement letters are built from your firm's current templates, one per matter type, and you keep editing them after handover.
Does it verify client ID?
No, a person does. Matter opening requests and collects the ID documents and records what arrived, then a person checks them under your firm's own procedure.
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Bring this one to a free live build.
Thirty minutes on new matter opening. We build its elf with you, live, and you keep it.