Attorney + Paralegal
Have a paralegal?
Make them twice
as effective.
Your paralegal is skilled, reliable, and probably spending a meaningful part of every day re-entering the same information into different tools, manually sending reminders that should fire automatically, and being the single person who knows where everything stands.
That’s not a paralegal problem. That’s a systems problem. And it has a systems solution.
Your paralegal is talented. Stop wasting them on data entry.
The Real Problem
Where your paralegal’s
time actually goes.
These aren’t small inefficiencies. Across a full week, they add up to hours that could go toward client work — the work you actually hired a paralegal to do.
Re-entering data into five systems
A new client comes in. Your paralegal types the same name, address, and phone number into Clio, Calendly, Mailchimp, your billing tool, and a spreadsheet. Every. Single. Time.
Manually sending reminders
Appointment confirmation. Day-before reminder. Payment reminder. Review request. Post-matter follow-up. All done by hand, one by one, when your paralegal has time to get to them.
Being the single point of failure
The referral source for that client? In your paralegal's head. The status of that matter? In their inbox. What happens if they take a week off — or leave?
Tracking referrals in a spreadsheet (or not at all)
Which CPAs are sending you business? What did their referrals generate this year? Nobody can answer this question today because nothing tracks it.
What Changes
Enter it once.
Everything else
happens automatically.
One system means your paralegal enters a client’s name once. The contact record, the CRM lead, the matter, the invoice, the reminders, the follow-up — all connected. All flowing. Nothing re-entered.
Data entered once, used everywhere
New client intake flows into the CRM, the booking system, and the invoicing tool. Your paralegal enters it once. The system handles the rest.
Reminders that send themselves
Appointment confirmations, payment reminders, review requests, and post-matter follow-up sequences — all automated. Your paralegal sets it up once. It runs.
Referrals tracked without a spreadsheet
Every contact is tagged with their referral source at intake. At year-end: a report showing exactly which relationships generated what revenue.
Matter status visible at a glance
A pipeline view shows every active matter, its stage, and what's next. Your paralegal doesn't need to hold all of this in memory — the system does.
Staff permissions that make sense
Your paralegal gets the access they need for their work. Financial data, sensitive records — controlled by role, not by default.
Everything survives personnel changes
If your paralegal takes a day off or leaves, nothing disappears with them. The system has the history, the notes, the contacts, the status.
If your paralegal takes a day off — or leaves — the system still has everything.
Every contact, every matter, every referral source, every note, every document. Organized. Searchable. Yours. No institutional knowledge walking out the door.
Pricing
One price. Up to 5 users included.
$399/month covers you, your paralegal, and up to 5 users total. Need more? Let’s talk. No per-seat pricing. No surprise fees.
No contracts. You own everything. Your data exports cleanly if you ever leave.