We build law firm automation for intake, follow-up, onboarding and client communication – so every inquiry gets answered, every consult gets booked, and your team stops living in their inbox.
Intake
Every call, form & chat captured, screened and booked.
Engagement
Engagement letters signed and retainers paid - automatically.
Client updates
Clients stay informed without another “any update?” call.
The short answer
Be Known designs and builds law firm automation systems. We connect intake, consult booking, engagement letters, payments, client onboarding and case status updates inside the tools your firm already uses – like Clio, MyCase, Lawmatics, LawPay and Microsoft 365 – so fewer leads slip away and your attorneys and staff spend less time on admin.
Solo to mid-size firmsWorks with your practice management softwareAttorney review stays in the loop
Sound familiar?
Without law firm automation, most firms don’t have a lead problem. They have a follow-through problem – and it’s costing signed cases every week.
Potential clients call at 7pm, hit voicemail, then call the next firm on Google. By morning the case is gone.
Details from the call, the web form and the consult notes all get entered by hand – into email, a spreadsheet and your case software.
Scheduling runs on back-and-forth emails, reminders are manual, and nobody follows up with the people who didn’t book.
Retainer agreements and deposits get chased by email for days before a matter can actually open.
Paralegals spend hours on status calls and emails that a simple milestone update could have answered.
Happy clients are never asked for a review, and referral sources – including other attorneys – aren’t tracked or thanked.
What we build
Every build is scoped to your practice areas, team and software. These are the six law firm automation systems firms ask us for most.
01
Every inquiry from your site, phone, ads and referrals is captured, screened and booked onto the right attorney’s calendar.
02
Consistent follow-up so prospects who aren’t ready yet – or missed their consult – don’t quietly hire someone else.
03
A “yes” turns into a signed engagement letter and a paid retainer without days of email back-and-forth.
04
New clients get a consistent welcome, the right documents are collected, and the matter is set up without re-typing.
05
Clients are kept informed at key milestones automatically, so your team fields far fewer “any update?” calls.
06
Ask for reviews at the right moment, track referral sources, and see which marketing actually produces signed cases.
Also common for firms: workflow & team automation, CRM & reporting and custom AI tools like intake assistants and first-draft summaries for attorney review.
Example build
An illustrative example of law firm automation: a typical intake-to-onboarding build for a small personal injury or family law firm. Every real build is scoped to the firm.
01
We map every path a potential client takes – calls, forms, referrals – and find where they drop off. Common finding: after-hours calls and consults that never get a second follow-up.
02
We connect the website, phones and calendar to one intake pipeline, add text-back and reminders, automate engagement letters and retainer payments, and push new matters into the firm’s case software.
03
Staff get a short walkthrough and written SOPs. We watch the first few weeks of real intakes, fix edge cases, and add the next system – often case status updates.
Tools we build with
ClioMyCaseLawmaticsPracticePantherSmokeballLawPayDocuSignMicrosoft 365Google WorkspaceGoHighLevelZapier & Make
Proof
15-18 hrs/wk recaptured
Laura Cowan – Lifestyle Legal Coaching
Client Onboarding, Client Delivery & Custom AI
0 sales calls the founder reviews
AI Sales Ops – Founder-led sales team
Custom AI Tools & Apps
$7.03M revenue over 5 years
Brad Blazar – Coaching & consulting firm
Lead Capture, Follow-Up & Webinar Systems
$1.7M in 18 months
Michelle Cunningham – Sales training
Webinar & Event Systems
How it works
We don’t sell a template or a software license. We look at how your firm actually runs – how clients find you, how work gets delivered, where your team loses hours – then build the few systems that fix the biggest leaks first.
01
A free consultation and systems review. We map where leads, time and revenue slip through – from first inquiry to final invoice – and rank what to build first by impact.
02
We design, build and connect the systems inside the tools you already use (or better ones where it matters) – tested with real clients and real data before anything goes live.
03
Your team gets walkthroughs and documentation so the systems actually get used. Ongoing support and optimization are available, so your systems keep improving as the firm grows.
FAQ
Law firm automation covers most of the admin around the legal work: intake and screening, consult booking and reminders, follow-up with prospects, engagement letters and e-signatures, retainer payments, client onboarding and document collection, case status updates, review requests and referral tracking. The legal judgment stays with your attorneys.
No. It removes the repetitive parts of their day – re-typing intake details, sending reminders, answering status questions – so they can focus on clients and casework. Most firms use it to handle more matters with the team they already have.
Usually, yes. We build around the practice management, billing and email tools your firm already relies on, including Clio, MyCase, PracticePanther, Lawmatics, Smokeball, LawPay, Microsoft 365 and Google Workspace. If a tool is holding you back, we’ll tell you.
We build inside tools your firm already approves, limit what data moves between systems to what each step needs, and keep attorney review on anything that involves legal advice. Your firm stays in control of its accounts and data, and we’re happy to work within your firm’s confidentiality and ethics requirements.
Most law firm automation starts with intake. If potential clients are calling after hours, filling out forms that sit for a day, or booking consults that don’t show, that’s signed cases walking out the door. Your free consultation ends with a clear recommendation for what to build first.
Most law firm automation projects start at $1,500 for a single focused system, like intake and consult booking. Full build-outs across intake, engagement, onboarding and client updates typically range up to $25,000. You get a fixed quote before any work starts.
Book a free law firm automation consultation. We’ll map where your firm is losing potential clients and hours, and show you the first system we’d build – no obligation.
