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Law Office Pack

Intake the client, hit every deadline, keep the matter moving.

Run the practice without dropped balls — consultations prepped, court dates never missed, clients informed at every stage, and retainers collected on time.

You don’t pay for anything we build until it’s live and working.

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What’s in the Law Office Pack

12 workflows, working together — set up and maintained for you.

01
Consultation Prep

Prospects get an intake questionnaire before the consult — you walk in knowing the case, not discovering it.

02
Client Intake Packet

Signed clients get the engagement letter, intake forms, and next steps automatically — a polished first week.

03
Court Date Reminder

Court dates and legal deadlines get flagged to the team and the client ahead of time — the reminder that protects the practice.

04
Filing Deadline Reminder

Statutory filing windows surface early — no motion drafted at midnight because a date slipped.

05
Matter Status Update

Clients get plain-English updates as their matter progresses — fewer “any news?” calls to the front desk.

06
New Matter Assignment

When a matter is assigned, the attorney gets the file summary and deadlines instantly — clean handoffs, day one.

07
Contract Draft Review

Clients are notified the moment a draft is ready with clear review instructions — turnaround without the email chase.

08
Legal Review Routing

Documents route to the right reviewer with an approval trail — nothing waits in the wrong inbox.

09
Discovery Document Chase

Clients who owe documents get chased automatically until everything’s in — discovery without the drudgery.

10
Retainer Due Reminder

Retainer top-ups get requested before the balance runs dry — work never pauses over an unpaid deposit.

11
Client Document Expiry

Expiring client documents — POAs, registrations, agreements — get flagged for renewal before they lapse.

12
Invoice Reminders

Outstanding invoices get a courteous scheduled nudge — realization rates up, awkward calls down.

Ready to put the Law Office Pack to work?

Book a free review and we’ll set up the pieces you need first — no credit card, no obligation.