Billable hours back. Admin time gone.
A fixed-price package for law firms, accounting practices, and consultancies. Intake + meeting recap + client update emails — automated end-to-end.
For: Law firms · Accounting practices · Management consultancies (5-50 employees)
Fixed Price
$4,500
Delivery
6 days
Sound familiar?
Matter intake taking 2+ hours per new client
Conflict checks eating partner time
Meeting notes that never get typed up
Client status updates skipped because nobody has time
Billable hours lost to administrative churn
What's in the package
Three connected automations. Fixed price. Live in 6 days.
Intake → Matter Creation
New client submits intake → Claude parses, flags conflicts, drafts engagement letter, and auto-creates the matter in Clio / Practice Panther / Karbon — all within 5 minutes of submission.
Meeting Recap + Task Extraction
Fathom / Otter recording lands → Claude summarizes, extracts action items with owners + due dates, pushes tasks to Asana / Linear / Notion, and emails a clean recap to all attendees.
Weekly Client Update Emails
Every Friday morning Claude drafts a personalized status update for each active matter — pulling from your calendar, time entries, and recent notes. You review, edit, send. Client feels looked after; you spend 20 minutes instead of 3 hours.
✓ Included
- All 3 automations configured for your firm's workflow
- Integration with your practice management system
- Conflict-check logic tailored to your firm's rules
- Template library for engagement letters + status emails
- Full team training
- 7-day post-launch support
- 30-day ROI verification
Not in this package
- Custom document drafting workflows beyond what's specced
- Ethics-wall configurations (regulated practices should quote separately)
- Case management software migration
Need more than this package covers? See our Full Implementation tier for custom-scope engagements.
Typical Outcome
A 12-attorney firm recovers ~13 hours per week of associate + paralegal time, reduces matter-opening time from 2 hours to 10 minutes, and sends weekly client updates to every active matter (up from roughly 30% manual coverage).
Ready to see if it fits your business?
Book a free 30-minute assessment. Within 24 hours you'll have a written roadmap confirming whether this package is the right fit — or pointing you to a different tier if not.
Book Free Assessment