Law firm operations: client intake + billing + billable hours recovery
Automates client intake (conflict check, fee agreement, onboarding), status emails, invoice follow-ups. Recoveries «lost» billable time.
Efecto esperado
Que hace
Automates client intake (conflict check, fee agreement, onboarding), status emails, invoice follow-ups. Recoveries «lost» billable time.
Como funciona
Intake trigger → qualification workflow → onboarding sequence → activity tracking → draft status updates → billing reminders.
Problemas
- Время на ручные отчёты
- Повторяющиеся рутинные задачи
- Забытые follow-ups
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