Automate & Integrate Your Law Firm for Maximum Efficiency

Boost Your Firm's Efficiency with Legal Automation

At Lex Automate, we help solo and small law firms maximize efficiency with tailored legal automation solutions. Automate time-consuming tasks like client intake, document generation, and case management, allowing your team to focus on billable work and providing better client service. Our automation tools reduce manual errors, streamline workflows, and lower operational costs. This leads to faster turnaround times, increased productivity, and higher revenue—all while improving client satisfaction.

By integrating cutting-edge legal tech solutions, Lex Automate enables your firm to stay competitive, delivering exceptional results with less effort. Whether you're looking to optimize workflows, enhance client communication, or improve document accuracy, we have the tools to transform your practice.

Workflow Automation Simplified for Law Firms

At Lex Automate, we specialize in automating the core workflows of solo and small law firms, enabling you to save time, reduce manual tasks, and focus on growing your practice. Our custom solutions are designed to streamline every aspect of your firm’s operations, from client intake to case management.

Practice Management Integration

💻Seamlessly integrate your Practice Management tools like CLIO, MyCase, Lawcus, Practice Panther (and MORE!) with other key systems (from VOIP, SMS, online forms, chat, social channels, tasks/project management + MORE)

We specialize in Supercharging your case management efficiencies, client communications, team workflows, case capacities and case resolutions across your law firm!

Automation of Lead Generation, Nurturing & Intake

🚀 Maximize your firm's online visibility AND increase lead volume through optimization of your Google Business Profile ("GBP"), 5-Star Reviews/requests, Funnel pages, Social platform engagement, directory listings & MORE! We leverage the best AI-powered tools to help you quickly identify & qualify your top leads and expedite client intake so you and your team can convert more leads and deliver superior client onboarding every time, and soYOU can spend MORE time practicing law and generating income for the firm!

Integration of CRM & Marketing Platforms

Harness the power of top-tier CRM and Marketing powerhouses—Lawmatics, Clio Grow, Legal Funnel, Go High Level ("GHL"), and more—to catapult your client engagement into the stratosphere. Our expertly crafted text, email, digital, and social campaigns will turbocharge your lead activation, meticulous tracking, seamless follow-up, nurturing, and effortless appointment setting. With Lex Automate's custom (staff and auto-triggered) automations and workflows, prepare for a material increase in the quality, number and frequency of interactions with your clients, elevating their confidence and satisfaction to unparalleled heights throughout their journey!

Custom Automations and Integrations!

Regardless of what's in your "Tech Stack", let
Lex Automate unleash the full potential of your practice tools with Custom Law Firm Automations —our Secret Arsenal is your new Superpower. We harness game-changing platforms like Zapier, Make, and Pabbly, to transform your firm’s contact, lead tracking, emails, calendars, phones, voicemails, SMS, meeting recaps, team communications, records, processes, time tracking, and billing—plus a warehouse of other legal functions—into a symphony of seamless collaboration. Prepare to be awestruck as we craft, deploy, and oversee mind-blowing workflows that bind your firm's systems like a single, operating entity.

How Legal Automation Works for Your Firm

Getting started with Lex Automate’s legal Automation + AI solutions is simple and efficient. Our three-step process is designed to seamlessly integrate automation into your daily operations, allowing your team to focus on what matters most—delivering top-quality legal services to your clients.

  • Analyze: We begin by analyzing your current workflows and identifying key areas where automation can save you time and reduce errors.

  • Implement: We then integrate powerful AI-driven automation tools to streamline processes like document generation, client intake, and billing.

  • Optimize: Our ongoing support ensures your automated systems stay optimized, helping you continuously improve productivity and scale your practice effortlessly.

See How Automation Can Work for You

Find the Right Automation Package for Your Firm

Subscription options

Starter
Essential Automations

Begin your law firm automation journey with basic tools designed to enhance efficiency in lead management and client engagement.

$297/Month

(+ $250 Setup Fee)

  • (1) Practice Area

  • Missed call, text-back and reactivation campaigns.

  • Multi-channel follow-up campaigns

    (Email/SMS/Voicemail)

  • Website Chat Widget Implementation

  • Automated bookings calendar

  • Google Business Profile Optimization

  • Automated Review Requests

  • Reputation management to boost online presence

  • Automations with:

  • Clio Manage/Grow; MyCase; Lawmatics; Legal Funnel (GHL)

Advanced
Automations + AI Integrations

Accelerate your Law Firm’s Intake, Operations and Profits with advanced AI & Automation systems and workflows and weekly 1:1 calls..

$497/Month

(Per Practice Area)

w/ $500 Setup Fee

  • Everything in the Essential Package

    PLUS......

  • Up to (2) Practice Areas

  • Includes powerful "Lex Automate" (powered by GoHighLevel) CRM

  • Custom Marketing Templates, Snapshots & Campaigns,

  • Custom/complex automation workflows with Zapier or Make.

  • Secure API Integrations with private AI Models (ie, Advanced LLM's like ChatGPT Plus, Gemini Advanced, etc.)

  • AI-based Lead Filtering, Qualification, Lead Intent & Fitness Scoring, Consultation/Lead Profiles; Lawyer Scam Rejection, and so much more!

  • Available Staff training and onboarding for smooth adoption

  • 24/7 Monitoring of Automations

  • Advanced reporting and analytics

  • Weekly 1:1 Review Calls

Ultimate
Automations + AI +
Custom Tailored Solutions

Create the Ultimate Automated/Ai-powered Law Firm & 10X your firm's Capacity & Growth Rate with next-level solutions tailored to YOUR Practice Areas, Systems & Workflows!

$997/Month

(Per Practice Area)

+ $500 Setup Fee

  • Everything in the Advanced Package

    PLUS......

  • Up to (3) Practice Areas

  • Dedicated automation specialist for continuous support

  • Secure API Integrations with Document drafting platforms (e.g.
    Clio Drafting, Wealth Counsel, Gavel.io, Clio Drafting)

  • Strategic automation consulting to help your firm Scale + Grow

  • 24/7 Priority Monitoring, support and maintenance.

  • Weekly 1:1 Review & Optimization Calls

  • Monthly Staff Training

  • Quarterly strategic system review and optimization

It's Time To Automate and Integrate

We Can Help You Automate and Grow Your Law Firm

Ready to streamline your law firm's operations and take efficiency to the next level? LexAutomate specializes in creating tailored automation solutions that help solo and small law firms save time, increase productivity, and focus on what matters most—serving your clients. Whether you're interested in automating client intake, integrating advanced AI tools, or setting up custom workflows, our team is here to help.

Get in touch with us today to learn more about how LexAutomate can help your firm grow and stay competitive.

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