For law firms with 2–10 attorneys.
Automation built for the way law firms actually work.
Practical, audit-friendly automation for small and mid-sized firms — without rebuilding your practice management system.
Why automation matters for law firms
Most law firms run on a stack that was never designed for automation — Clio, MyCase, or PracticePanther for case management, Outlook or Gmail for everything else, paper forms scanned in after the fact, and a partner or office manager doing the gluing.
That setup works at 10 cases. At 30 cases it’s losing 10 hours a week to manual intake, missed follow-ups, and document collection. At 60 it’s losing partners.
The automation work isn’t replacing your practice management system. It’s wrapping it with the connective tissue your system doesn’t provide — and doing it in a way that survives audit and bar review.
Where we typically start
A typical Quick-Win Map for a 2- to 6-attorney firm surfaces these as the top automation targets, in roughly this order:
01
Inbound triage and scheduling
Web form, phone, or referral → automated 15-minute screening call within 24 hours → if qualified, paid consult auto-scheduled. Time-to-scheduled-consult drops from 2–4 days to under 24 hours.
02
Pre-consult intake
Once a consult is booked, an automated email goes out with intake form, conflict-check questionnaire, and document checklist. Client fills it out before the meeting. Consult time spent on paperwork drops from 30–45 minutes to 5–10.
03
Engagement letter + e-signature
Consult ends → engagement letter auto-generated from your firm’s template → DocuSign or Dropbox Sign for signature → signed copy back to your practice management system automatically.
04
Document collection automation
Case opens → secure portal generated for the client → weekly nudges with a checklist of missing items and one-tap upload. Document-collection cycle drops from 2–3 weeks to 5–7 days.
05
Conflict checks
Manual conflict-check workflows become a 30-second automated lookup against your historical client database, with clear audit trail.
06
Status updates and follow-up
Clients get automated status emails at key case milestones — no more "where’s my case at" calls. Templates are reviewed and approved by an attorney before going live.
What it looks like in practice
Illustrative scenario describing a typical engagement at this scale, not a specific client.
A 2-attorney family-and-personal-injury practice typically sees these outcomes in the first 8 weeks of an engagement:
- Inquiry to scheduled consult: 2–4 days → under 24 hours
- Consult prep time: 30–45 minutes → 5–10 minutes
- Document collection cycle: 2–3 weeks → 5–7 days
- Inquiry-to-engaged-client conversion: up 15–25%
- Partner time recovered: typically 8–12 hours per week
The build phase takes 4 to 6 weeks. The audit phase that precedes it is 1 to 2 weeks.
What we don’t do
- We don’t replace Clio, MyCase, or PracticePanther. Those tools are fine — they need wrapping, not replacing.
- We don’t touch trust accounting or escrow logic. That stays with the firm and its compliance officer.
- We don’t generate legal documents from AI without attorney review. Every template that goes out passes a review gate.
- We don’t accept engagements where compliance ownership transfers to BoostFrame. Compliance stays with the firm.
See what we’d automate first.
A Quick-Win Map for your firm takes 1 to 2 weeks. Deliverable: a ranked list of automation opportunities with impact-vs-effort scoring, and a recommendation on what to build first. Most firms get the audit done before deciding whether to engage for the build phase.