Automated intake
Smart forms that capture client and matter details, routed by case type.
Industries / Legal & Law Firms
AI & automation for Legal & Law Firms.
Onboard clients without the paperwork drag
DwgWhat we build for Legal & Law Firms
SheetIndustries
Steps04
Law firms lose billable hours to intake forms, document collection, and manual onboarding. We automate the front door (client intake, conflict checks, e-signatures, and matter setup) so your team starts on the work, not the admin.
Where it hurts
3 pain points- Slow, manual client intake and onboarding eating fee-earner time
- Document collection and e-signature chased over email
- Matter setup and data re-keyed across systems
What we build for you
4 buildsDocument & e-sign flow
Request, collect, and sign engagement docs without the back-and-forth.
Matter setup
Auto-create matters and sync details into your practice-management system.
Document AI
Extract and summarize data from contracts, filings, and case files.
See the full list of services or browse automation use cases.
The cost of leaving it manual
Every hour a fee-earner spends on intake forms and chasing documents is a billable hour lost - and slow onboarding is the first thing a new client notices.
Common bottlenecks here
Recipes for Legal & Law Firms
5 recipesTriage inbound Gmail enquiries into a Sheets queue
General enquiries land in one inbox with no way to see what's outstanding, so requests get answered out of order or missed.
New enquiry email arrives in Gmail → Sender and subject logged to a Sheets queue → Row flagged with priority by rule and an owner assigned
Extract data from Drive PDFs into a Sheet
PDFs land in a Drive folder and someone opens each one to copy the numbers into a spreadsheet by hand.
New PDF added to a watched Drive folder → Document parsed and fields extracted → Row written to the Sheet → Files that fail to parse are flagged for a manual look
Generate Google Docs from a Sheet row
Proposals, letters, or briefs are built by copying data out of a spreadsheet into a template by hand, one row at a time.
Row marked ready in Sheets → Template populated with that row's data → Google Doc created and shared with the owner
Sync a Google Form to Sheets with validation and alerts
Form submissions land in a spreadsheet unchecked, so bad or incomplete entries aren't caught until someone reviews the sheet later.
Form submitted → Response written to Sheets → Entry checked against validation rules → Invalid or urgent entries trigger a Gmail alert
Auto-file Gmail attachments to Drive by sender and type
Attachments pile up in a shared inbox and someone has to open each email, work out whose file it is, and save it to the right Drive folder by hand.
New email with an attachment arrives in Gmail → Sender and file type matched to a folder rule → File saved to the matching Drive folder
Common questions
- Can you automate client intake without losing rigour?
- Yes - smart intake forms capture client and matter details, run conflict checks, and route by case type, so onboarding is faster and nothing gets skipped.
- Does it integrate with our practice-management system?
- The aim is to auto-create matters and sync details into the system you already use, so data isn't re-keyed between intake and matter setup.
Continues · Book a consultation
Ready to automate your Legal & Law Firms workflows?
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