Do Less. Achieve More.
Powerful automations that actually get work done for you
Lead Intake Automation
Ideal for firms that want to deliver a seamless client experience while reclaiming hours of administrative time. This comprehensive automation takes over the moment a consultation is booked, rescheduled, or cancelled.
Automated Workflow Triggers
Every consultation booking, rescheduling, or cancellation automatically triggers a complete workflow that handles all administrative tasks without any manual intervention from your team.
What's Included
Scheduling Tool Setup
Complete integration with your preferred scheduling platform
Contact Search & Creation
Automatically finds existing contacts or creates new client records
Lead / Matter Creation
Generates new leads and matters based on consultation details
Conflict Check Report
Automated conflict checking and report generation
Task Creation & Assignment
Creates and assigns relevant tasks to appropriate team members
Templated Document Generation
Generates personalized documents using your firm's templates
Team Notification
Alerts relevant team members about new consultations and updates
Client Email Communication
Sends personalized confirmation and follow-up emails to clients
Custom Automation Solutions
For established firms and growing practices ready to streamline their operations and regain valuable time while delivering an exceptional client experience.
Every Signature Service engagement is uniquely designed and priced based on your firm's specific needs, complexity, and automation scope.
Complete Operational Transformation
We don't just automate individual tasks—we transform how your entire firm operates. From client acquisition to case resolution, every step in your process becomes more efficient, accurate, and focused on delivering exceptional client service.
What We Automate For You
End-to-End Case Management
Setup matters, update status, and send milestone notifications to keep matters on track from initial inquiry to case closure.
Intelligent Client Journey
Streamline onboarding and deliver real-time status updates at each milestone to build client trust and keep them engaged.
Document Generation & E-Signatures
Generate personalized documents from your templates and streamline e-signature processes to get agreements signed faster.
Time Tracking & Billing
Record time and log work using uniform billing language to reduce errors and accelerate invoicing.
Task Management
Create and assign tasks with deadlines so your team never misses a step.
Software Integration
Connect the tools you already use so information flows seamlessly between systems to make operations more efficient and save time.
Our Signature Process
A comprehensive approach to transforming your practice through strategic automation
Discovery & Analysis
Deep dive into your current workflows, pain points, and growth objectives
Custom Design
Design custom automation solutions specifically for your firm's needs
Implementation
Seamless deployment with minimal disruption to daily operations
Optimization
Ongoing support and improvements as your practice grows and evolves
Ready to Transform Your Practice?
Schedule a free consultation to explore how custom automation can revolutionize your firm's efficiency and growth potential.
Get StartedSee the Dramatic Difference Automation Makes
Lead Intake Done Right - Fast, Accurate, Automated
Manual
- Review Consultation Request
- Check Attorney Availability
- Schedule Consultation
- Send Confirmation Email
- Create Matter
- Search for Conflicts
- Create & Assign Tasks
- Create Documents
- Notify Team Members
Automated
- Consultation Self-Scheduled
- Confirmation Email Sent
- Matter Created
- Conflict Check Executed
- Tasks Created & Assigned
- Documents Created
- Team Members Notified
Client Onboarding Made Seamless
Automated Process
Impact Results
Why It Works
Keep Every Case on Track to Success
Without Automated Notifications
Automated Matter Notifications
Keeping Matters On Track
Not Sure Where to Start?
That’s normal. You don’t need all the answers before reaching out - just a sense that something could work better.
Or fill out the form to get in touch with us by email
We’re here to help.
info@northframeoperations.com
(916) 415-8149