Paralegal hours on intake. Billing time you’ll never capture.
If you run a mid-size firm, there are three things you keep meaning to fix and never do — because the people who’d fix them are the same people buried by them.
The three things eating the firm
Intake eats your paralegals
Forms, documents, conflict-check prep, the same twelve questions — hours of skilled time spent on assembly work before a matter even opens.
Billable time leaks between calls
The six-minute email, the quick client call, the review on the drive back — real work that never makes the timesheet because reconstruction happens Friday afternoon, from memory.
Matter status lives in inboxes
Partners find out where things stand by asking. Clients find out by calling. Both interrupt the people doing the actual work.
The first 90 days, in plain terms
Intake packets that assemble themselves
Client information gathered, documents organized, conflict-check lists prepped — paralegals review and finish instead of building from zero.
Time captured as it happens
Daily prompts built from the calendar, email, and call log: “these look billable — confirm?” Friday reconstruction retired; realization up.
Matter status on one page
Where every matter stands, what’s waiting on whom, and client-update drafts ready to approve — no interrupting the person doing the work.
One page every morning
Pipeline, aging WIP, unbilled time, and the decisions that need a partner. The live demo shows the pattern.
What managing partners ask first
What about confidentiality?
We’re on Clio. Does this replace it?
How fast until we see something working?
Twenty minutes. Bring last month’s realization rate.
We’ll tell you honestly where the hours are leaking — with your numbers, not ours.