How automations and custom software speed up your legal work
We build the intake flows, case management processes, and invisible systems that let firms grow without adding endless headcount.
We build the intake flows, case management processes, and invisible systems that let firms grow without adding endless headcount.
Recent legal projects
Every matter they create in Clio needs a specific folder structure created and tasks assigned. This would take more than 10 minutes per matter to do by hand, but our automation populates the entire folder structure and dynamically assigns tasks to the correct team members instantly.
Keeping an organized record of emails pertaining to a case is important. The team uses FasterSuite to file emails from Outlook to Clio, but this is a manual process requiring them to choose the relevant matter every time they want to file an email. We used a series of heuristics to automatically file as many emails as possible for them, converting them from Outlook API's .eml format back into .msg format, which plays well with Outlook and also makes a preview available inside Clio. Attachments are also uploaded and filed with timestamps to make versioning clear.
Because Clio only supports one 'location', the firm has had to make the difficult decision to open a new Clio account for each state they operate in. Now up to three states, that means 3 separate Clio accounts with their own data. To do proper conflict checks and keep an accurate list of contacts and clients, they needed to sync contacts, custom fields, and other data between accounts. This is a very complex process, but we automated it for them using n8n.
We're tool-agnostic by principle and can learn any new system, but these are some of the platforms we know inside out. If the tool you're using is not on this list, just contact us.
“We reached out to Nuance because we needed to migrate from an outdated CRM. We'd worked with a couple of agencies before that made big promises but never kept up their end of the deal. Nuance worked quickly to recommend a solution and start building, and successfully migrated us from Keap to Lawmatics. We'd accumulated a decade worth of technical debt and confusing automations that no-one fully understood anymore, and Nuance helped us sort through that and rebuild our automations from scratch. The result is greater clarity for the team, a plan for moving forward, and a system for collecting data we can rely on.”
“We've been automating since day one. But hiring Nuance really accelerated our automation processes. Our law firm has grown so much, and we picked much of the low-hanging fruit. To reach the next level, we knew that we needed to bring in professionals, especially as we scaled. Nuance came recommended to us, and Gio and John did not disappoint. They've been able to turn our ideas/needs into working solutions that save us hours of manpower every day. Highly recommend for any of your development needs!”
“I can't recommend Giovanni and his team enough! I am working on building systems and automations for my new business, and he takes the time to understand your business and your goals. He not only strategizes creative solutions to meet your goals, but designs your systems in a way that allows you to maximize your technology budget. For example, he will help you minimize the number of different technology platforms you use (if that's important to you). Most importantly, he explains how your systems work in EASY TO UNDERSTAND terms and even shares his explanations via helpful videos that you can refer to again and again if necessary. If you're thinking of streamlining your business, reach out to Giovanni now!”
Every business is unique, and so are our solutions. We don’t force your business to conform to a preconceived framework.
How we help
We connect your marketing channels, call tracking, and website forms into your CRM so you can finally see which ads, referrers, and campaigns are actually driving signed clients.
Automations that let a small team work a high volume of leads without drowning in admin. Qualification, follow-up, and warm-handoff flows that run on their own.
The moment a retainer is signed, your case management system opens the matter, queues the right tasks for the right people, and kicks off the welcome sequence for the client.
Case management automations that keep your team accountable to due dates, keep the client informed without anyone having to remember, and catch anything about to fall through the cracks.
Stay in touch with past clients automatically. Three-year plan reviews, life-event check-ins, referral asks. Former clients become your most reliable lead source.
We connect your marketing channels, call tracking, and website forms into your CRM so you can finally see which ads, referrers, and campaigns are actually driving signed clients.
Automations that let a small team work a high volume of leads without drowning in admin. Qualification, follow-up, and warm-handoff flows that run on their own.
The moment a retainer is signed, your case management system opens the matter, queues the right tasks for the right people, and kicks off the welcome sequence for the client.
Case management automations that keep your team accountable to due dates, keep the client informed without anyone having to remember, and catch anything about to fall through the cracks.
Stay in touch with past clients automatically. Three-year plan reviews, life-event check-ins, referral asks. Former clients become your most reliable lead source.
