Automation
Intake. Follow-up. Documents.
All automated.
LawTools removes the manual steps between your systems — so data flows, clients onboard themselves and fee earner time goes on billable work.
Manual processes are your most expensive overhead.
Data entered twice is entered wrong
A new client enters their details on the phone. Someone re-keys them into the case management system. Then again into the CRM. Every manual step is a chance for error, a delay and a cost that falls on a fee earner.
Onboarding takes days when it should take minutes
ID checks, care of business letters, engagement letters, conflict checks — most of this can be triggered automatically the moment a new enquiry is confirmed. Instead it sits in a fee earner's to-do list.
Leads go cold because no one follows up
An enquiry comes in. It gets missed, or a callback happens once and the matter is parked. Without automated follow-up sequences, most cold leads stay cold — and the instruction goes elsewhere.
What we automate
The manual steps that
shouldn't be manual.
From client intake to deadline reminders, we identify the steps eating fee earner time and build automations that remove them — so your people work on what only your people can do.
Client intake
New enquiry comes in — ID check triggered, care of business letter sent, conflict check run, file opened. All automatically, before a fee earner has had to touch it. Onboarding that used to take days completes in minutes.
Lead nurture sequences
Enquiries that don't convert on the first contact enter an automated follow-up sequence — timed emails, SMS nudges, callback reminders. Cold leads warm up without fee earner time.
Data sync between systems
Information entered once flows automatically to your practice management system, CRM and document system. No re-keying, no mismatches, no manual exports. One entry, everywhere it needs to be.
Document generation
Engagement letters, client care letters, standard precedents — triggered automatically from matter data and sent for e-signature without anyone drafting from scratch. Consistent, compliant and instant.
Deadline and task reminders
Matter milestones, limitation dates, response deadlines — automated alerts to the right fee earner at the right time. Nothing missed because it was buried in a calendar or a sticky note.
Reporting and dashboards
Automatic weekly reporting on pipeline, WIP and matter progress — pulled from your systems and delivered to the right person. No manual collation, no spreadsheets updated by hand.
How it works
We build it.
You run the firm.
Map the manual steps
We walk through your current intake, onboarding and matter workflows — identifying every step a human is doing that a system could do instead. Usually takes one working session.
Build and connect
We build the automations using your existing tools — your practice management system, CRM, document system and email. No new software required unless it genuinely adds value.
Hand over and optimise
You start seeing the time savings from week one. We monitor the automations, fix edge cases and add new workflows as your needs grow. Ongoing optimisation is included.
Tools we connect
We work with
what you already have.
We connect your existing systems rather than replacing them. If your firm uses it, we can almost certainly automate around it.
Practice management
Clio, LEAP, Proclaim, Osprey and other case management systems — we automate intake, matter creation and file progression within the system you already use.
Email and comms
Microsoft 365, Google Workspace and legal-specific comms tools — automated correspondence, follow-up sequences and client notifications triggered from matter events.
Document systems
NetDocuments, iManage, SharePoint and Microsoft storage — automatic document generation, filing and e-signature triggered from matter milestones.
CRM and pipeline
HubSpot, Salesforce, Clio Grow and bespoke CRMs — lead capture to instruction with automated nurture sequences and pipeline visibility.
Automation platforms
Zapier, Make and custom API integrations — the connective tissue between systems that weren't designed to talk to each other.
Reporting tools
Power BI, Google Sheets, practice management reporting — automated dashboards and weekly digests delivered without anyone building them by hand.
Common questions
Before you ask — here are the honest answers.
Straight answers about how we work, what to expect and what it costs.
Still have questions? We're happy to talk through your specific situation — no pitch, no pressure.
Get Started
Tell us what you're doing
manually.
Describe the manual process and we'll come back with an honest view of what can be automated, how long it takes and what it costs.
No system switch needed
We build around what you already use
Fast turnaround
Simple workflows live in days
Monitored ongoing
We fix failures before you notice them
Bespoke to your firm
Built around your specific processes
Prefer to email?
hello@lawtools.ioTell us about your firm
What are you doing manually?
Complete the form and we'll come back to you within one working day.