FAQ

Frequently Asked Questions

Everything you need to know about our automation and CRM services.

A custom CRM for law firms is a client relationship management system built specifically for your firm's unique workflows, practice areas, and processes. Unlike generic CRMs that force you to adapt to their structure, custom CRMs are designed around how your firm actually operates, integrating with your existing tools and automating your specific tasks.

Law firm automation costs vary based on complexity and scope. Full-suite automations can start at $500-$950 USD/month, while comprehensive custom CRM systems with AI integrations typically range from $1,050-$2,750 USD/month. However, most firms see ROI within 3-6 months through reduced manual work (billable hours), fewer errors, and increased capacity to handle more clients.

Yes, we specialize in integrating with existing legal software as long as it supports custom-integration. Integration projects cost 30-50% less than full replacements and preserve your team's familiarity with current tools while centralizing and automating everything.

AI agents for law firms are custom-trained artificial intelligence systems that automate specific tasks like lead qualification calls, client intake, document drafting, answering common questions, and more. These agents can be trained on your firm's data and processes to provide accurate, consistent responses 24/7 while freeing your team to focus on higher-value work.

Implementation timelines vary by project scope. Simple automations may take 1-2 weeks, and full-suite automations can be deployed in 3-4 weeks, while comprehensive CRM systems typically take 4-8 weeks. We use an agile approach, delivering working features incrementally so you start seeing benefits quickly rather than waiting months for a complete system.

Absolutely. We build all systems with security as a priority, using encryption, secure authentication, and following best practices for handling sensitive legal data. Custom systems can actually be more secure than generic software because they're built specifically for your needs without unnecessary features that could introduce vulnerabilities.

Not necessarily. We often recommend integration over replacement. If your team is comfortable with existing tools, we can build automations that connect them rather than replacing everything. This approach costs 30-50% less, has faster implementation, and preserves institutional knowledge. We only recommend replacement when existing tools are truly limiting your growth.

We provide ongoing support including system maintenance, updates, troubleshooting, and training for new team members. We also offer enhancement packages for when you want to add new features or automations as your firm grows. Our goal is to be a long-term technology partner, not just a one-time vendor.

Absolutely. Small firms often benefit the most from automation because every hour saved has a bigger impact. We offer scalable solutions that can start small and grow with your firm. Even basic automations like client intake, document generation, and follow-up sequences can save 10+ hours per week.

We work with all practice areas including personal injury, family law, immigration, criminal defense, estate planning, corporate law, and more. Each practice area has unique workflows, and we customize our solutions accordingly. The principles of automation apply universally, but the implementation is always tailored to your specific needs.

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