Legal practices

What installs

1. 01

   Matter intake

   Capture the facts and parties, run the conflict check, book the consult

   emailchatGmailGoogle CalendarGoogle DriveClaude
   ~17hDetails
2. 02

   Enquiry triage

   Read the inbox, sort by urgency, draft replies for approval

   emailchatGmailGoogle DriveHubSpot
   ~22hDetails
3. 03

   Meeting scheduler

   Find the time, book it, send the agenda

   smsemailGoogle CalendarTwilioVerbalCRM
   ~29hDetails
4. 04

   Scope & engagement draft

   Draft the scope or engagement letter from the enquiry and your templates

   emailchatGmailGoogle DriveXeroHubSpot
   ~31hDetails
5. 05

   Document chase

   Request and chase the documents you need from clients

   smsemailGmailGoogle DriveXeroHubSpot
   ~13hDetails
6. 06

   Deadline reminders

   Track lodgement and renewal dates and remind the team (ops, not advice)

   emailchatGoogle DriveGmailTwilio
   ~14hDetails
7. 07

   Invoice follow-up

   Polite, persistent chasers on overdue invoices

   smsemailXeroTwilioGmail
   ~18hDetails
8. 08

   Client update summaries

   Draft the weekly client status update for you to send

   emailchatXeroGoogle SheetsHubSpotGmail
   ~9hDetails