100% Automation of a New York Law Firm's Sales Process

New York Law Firm
December 5, 2023
Intake Automation
New York Law Firm
December 5, 2023
Intake Automation
Case Study

A Mountain of Problems

Picture a bustling New York law firm, overwhelmed by piles of paperwork and missing golden opportunities. This was the harsh reality before they embraced business automation. Each day was a struggle with manual tasks, from recording client details to managing important legal documents. The firm was stuck in a cycle of inefficiency, losing leads, and unable to scale without chaos.

Embracing Business and Legal Automation

Realizing the need for change, the firm made a pivotal decision to automate their sales process. Here’s what happened:

  1. Lead Capture Revolution: With business automation, as soon as potential clients filled out a form, the system cleverly sorted them. If they were ready for a call, they were fast-tracked. If not, they received a prompt to schedule one.
  2. Effortless Appointment Tracking: The legal automation system was a watchdog for appointments. It matched client bookings with their details, ensuring everyone was remembered and followed up with.
  3. Seamless Deal Progression: As clients journeyed through the sales funnel, the system automatically prepared and managed necessary legal documents. This step showed the power of legal automation in action.
  4. Document Handling Made Easy: Keeping tabs on who signed which document was a headache of the past. The system updated client statuses in real-time, a hallmark of efficient legal automation.
  5. Financial Tracking: The final touch of business automation was in tracking payments. Once a client completed their payment, the system automatically updated their status.

Simplified Automation Sequence

Business and Legal Automation

What we built was more than a set of tools – it was a complete, integrated business and legal automation solution. This system streamlined the entire client journey, from the first online interaction to the final transaction. It’s like having a super-efficient assistant that’s always on the ball.

Smooth Operation and Happy Clients

Post-automation, the firm experienced a remarkable transformation:

  • Effortless Workflow: Business automation took over the grunt work, giving the team the freedom to do more meaningful tasks.
  • Lead Management Perfection: With the new system, no potential client was overlooked, increasing conversions and client satisfaction.
  • Scalable Growth: The firm was able to grow effortlessly, thanks to the scalability offered by business and legal automation.
  • Faster Responses, Delighted Clients: Quick, automated responses meant happier clients and more referrals – a win-win for any law firm.
  • Team Morale Skyrocketed: Freed from repetitive tasks, the team focused on providing top-notch legal services.

Transform Your Firm with Business and Legal Automation

This transformation wasn’t just about solving current problems. It was about setting the firm up for long-term success. Continually refining their business and legal automation processes, the firm is well-prepared for future challenges.

If your firm is drowning in paperwork and missing out on growth opportunities, it’s time for a change. Book a call with us today to discover how our business and legal automation solutions can revolutionize your practice. Stop struggling with manual processes and start enjoying streamlined efficiency. Click here to schedule your consultation and take the first step towards a more efficient, profitable future.

The results


Tasks automated


Hours saved


Increase in sales year on year

Before Automation

No items found.

After Automation

No items found.

Here's what the customer said


IP Law Firm (Brooklyn NYC)

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