Done-for-you automation
Law Firm Automation
We build custom law firm automation that connects the tools your firm already uses — so intake, billing, documents, and follow-up run themselves. More billable hours, fewer errors, no new headcount.
Your firm, connected
Clio
DocuSign
Microsoft Outlook
Slack
Airtable
Google Workspace
And the rest of your stack, through its API.
Law firms lose countless hours every week to manual, repetitive tasks. Legal workflow automation removes that drag by handling the busywork automatically — accurately and around the clock. Instead of forcing your team onto new software, we automate the work that happens between the tools you already trust, tailored to how your practice runs.
What you can automate
From the first client touch to the final invoice, here's where firms reclaim the most time.
Client Intake
Capture, qualify, and route new leads the moment they arrive — no manual data entry, no missed inquiries.
Document Generation
Auto-draft engagement letters, agreements, and filings from your templates and matter data.
Billing & Invoicing
Turn tracked time into accurate invoices and payment reminders without the month-end scramble.
Client Communication
Send timely updates, reminders, and follow-ups automatically so nothing slips through the cracks.
Marketing & Follow-up
Nurture prospects and past clients with sequences that run on their own, tied to your CRM.
Reporting
Pull matter, revenue, and pipeline data into clean dashboards updated without spreadsheets.
Or engage an AI employee
Some of this work is a whole role. Our AI employees take it on with written duties, written limits and a hand-off to your people.
Meet the staffHow law firm automation works with PraxisFlow
Three steps from your first call to automations running quietly in the background.
Step 1
Map your workflow
We start with a free discovery call to find where your firm loses the most time to manual work.
Step 2
Build & connect
We build custom automations and connect them to the tools you already use — no rip-and-replace.
Step 3
Launch & support
Your automations go live in a private environment, monitored and supported so they keep running.
Why law firms choose PraxisFlow
Private & confidential
Every firm runs in its own isolated environment — client data never mingles with other firms'.
See how we protect your dataWorks with your stack
We connect to Clio, DocuSign, Airtable, Outlook, and 1,000+ other tools your firm already relies on.
Explore integrationsTailored to your firm
No off-the-shelf software. Automations are built around how your practice actually operates.
See real results
Law firm automation FAQ
Law firm automation (also called legal automation) is the use of software to handle repetitive, rules-based tasks in a law firm — such as client intake, document generation, billing, and follow-up — so your team spends less time on admin and more time on billable work.
No. We connect to the tools you already rely on — practice management systems like Clio, e-signature tools like DocuSign, email, and more — and automate the work that happens between them. There is no new software for your team to learn.
Yes. Every firm gets a private, isolated environment protected by encryption, strict access controls, and regular backups. Your data is never shared with or mixed into other firms' systems.
It starts with a free discovery call to map your workflows. Most first automations are built and launched in a matter of weeks, not months, depending on scope.
We use transparent, fixed pricing — projects start at $2,000, you pay once to build your automations, and ongoing support is optional from $250 a month. There is no hourly billing and no long-term contract required. See our pricing page for details.
Ready to automate your firm's busywork?
Book a free discovery call and we'll map exactly where your firm can reclaim hours with law firm automation.