Templates

Automation templates you can deploy this week.

Automations you can deploy on the tools your firm already runs. Every one is scope-honest — it tells you where it works, where it breaks, and which compliance track it falls under.

Operational automation — never touches your legal workAI-assisted drafting — assisted draft, always reviewed

Built on what your firm already runs — n8n, Zapier, Make, Claude, Google Workspace, or your practice-management tool. Every template is reviewed against ABA Opinion 512.

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Coming to the catalog

What we're building next.

These are scoped and queued. Tell us which one your firm needs and we'll build it next — and email you when it lands.

AI Contract Review Skill for Law Firms (Firm Playbook)Keep
AI Tool Audit for Law FirmsAuthority
AI Use Policy Generator for Law FirmsConvert
AI-Adjusted Flat-Fee Repricing Calculator for Law FirmsKeep
Auto-File Documents to the Right MatterOps
Auto-Fill Legal Forms from Intake DataOps
Automated Client Case Updates for Law FirmsKeep
Automated Matter Setup for Law FirmsOps
Automatic Time Entry from Calendar for LawyersKeep
Back Up n8n Workflows to GitHubOps
Billing Narrative Drafter for LawyersKeep
Case File Briefing Skill for Solo AttorneysKeep
Claude Starter Kit for Solo AttorneysConvert
Client Document Reminder Automation for Law FirmsKeep
Client Intake Form to Clio (No Retyping)Convert
Consult No-Show Killer for Law FirmsConvert
Court Deadline Reasoning Skill for LawyersKeep
Daily Case Priorities Digest for LawyersKeep
Demand Letter & Client Correspondence DrafterKeep
Engagement Letter Drafter for Law FirmsConvert
Estate Planning Document Assembly SkillKeep
Free Legal Billing & Time Tracker for Solo AttorneysKeep
Google Business Profile Posts for Law FirmsGet
Immigration Filing Drafter for Law FirmsKeep
Invoice Payment Reminders for Law FirmsKeep
Law Firm Client Onboarding AutomationKeep
Law Firm CRM Duplicate Contact CleanupOps
Law Firm Marketing Compliance Automation (Guardrail Layer)Ops
Law Firm Pre-Bill AutomationKeep
Lead Source Tracking for Law FirmsGet
Lead Triage Brief Generator for Law FirmsConvert
Referral Tracking for Law FirmsConvert
Repurpose Law Firm Content AutomaticallyGet
Respond to Negative Law Firm Reviews AutomaticallyGet
Speed-to-Lead Automation for Law FirmsConvert
Statute of Limitations Tracker for Law FirmsKeep
Verified-Source Legal Research Memo DrafterKeep

Not sure which one to deploy first?

Take the free Practice Operations Assessment. Takes 5 minutes and tells you which workflow is worth automating first in your specific practice.

Take the Free Assessment