Now accepting new clients — 3 slots open for June 2026
Five Law Firm Automation Systems

Every Revenue Gap in Your Firm — Covered.

Each system is custom-built for your firm, integrated with your existing tools, and live in under 7 days. You own it outright — no subscription lock-in.

01 AI Intake 02 Follow-Up 03 Onboarding 04 Communication 05 Billing
System 01

AI Intake & Lead Qualification

Qualify leads the moment they arrive, respond in under 4 minutes, and never let a potential case slip through again — even at 2am on a Sunday.

Primary Outcome
3× More Consultations Booked
  • AI qualifies leads against your case criteria in real time
  • Instant personalized response via SMS + email — under 4 minutes
  • 7-touch follow-up sequence runs for 14 days automatically
  • Integrates with Clio, MyCase, Lawmatics, Filevine
  • High-value leads flagged for immediate attorney attention
Stage 01

Lead Capture & Qualification

AI scores every new lead against your case criteria the moment they submit — case type, jurisdiction, incident date, damages threshold.

Stage 02

Instant Response — < 4 Minutes

Personalized SMS + email sent automatically before any human has reviewed the intake form. 24/7, including weekends and holidays.

Stage 03

7-Touch Follow-Up Sequence

Leads that don't book immediately enter a 14-day, 7-message sequence — email and SMS — timed for maximum response rate.

Stage 04

Consultation Booking & No-Show Reduction

Calendar link auto-sent to qualified leads. Reminders at 24h and 1h before the call eliminate no-shows.

System 02

Follow-Up & Nurture System

47% of law firm leads never get a timely follow-up. This system ensures every lead — qualified or not — is nurtured until they convert or explicitly opt out.

Primary Outcome
Zero Cold Leads After First Contact
  • Multi-channel follow-up: email, SMS, and WhatsApp
  • Sequences personalized by practice area and lead source
  • Sequence stops automatically when lead converts
  • Long-tail nurture for leads that need more time (30–90 days)
Immediate

First Response — Under 4 Minutes

The window for first contact is critical. Every lead gets a personalized response before the competitor even sees the inquiry.

Day 1–14

7-Touch Conversion Sequence

Timed messages at Days 1, 2, 4, 7, 10, 12, and 14. Each message is practice-area specific and written to move the lead toward a booked consultation.

Day 14–90

Long-Tail Nurture

Leads that didn't convert in the first 14 days move to a long-tail sequence — educational content, case updates, seasonal triggers — until they're ready.

Ongoing

Conversion Triggers

Any reply, link click, or calendar booking immediately stops the sequence and alerts the attorney. No lead falls through the cracks.

System 03

Client Onboarding Automation

From signed retainer to active client — automated. Engagement letter generation, e-signature collection, document collection, and matter creation: all without a single manual step.

Primary Outcome
80% Reduction in Onboarding Time
  • Engagement letter auto-generated with client's case details
  • E-signature via DocuSign or PandaDoc — no printing, no scanning
  • Document collection portal — client uploads securely
  • Matter created in your practice management system automatically
  • Client receives welcome packet and next steps automatically
Step 01

Engagement Letter Generation

Template populated with case details, fee structure, and client info. Sent for e-signature within minutes of consultation completion.

Step 02

E-Signature & Document Collection

Client receives signing link via email and SMS. Reminders sent automatically until signed. Document collection portal opens after signing.

Step 03

Matter Creation

Signed agreement triggers automatic matter creation in Clio, MyCase, or your practice management system. No manual data entry.

Step 04

Client Welcome Sequence

New client receives a welcome email explaining what happens next, who to contact, and what to expect — setting expectations before questions arise.

System 04

Client Communication System

The average attorney spends 2+ hours per week answering "where is my case?" calls. This system eliminates those calls by keeping clients informed automatically at every case milestone.

Primary Outcome
80% Fewer Inbound Status Calls
  • Milestone-triggered status updates via SMS + email
  • Appointment reminders eliminate missed court dates
  • Document requests sent and tracked automatically
  • Client satisfaction surveys sent at case close
  • Works alongside — not replacing — your attorney's direct client relationship
Trigger-Based

Case Milestone Notifications

When a case status changes in your practice management system, the client automatically receives an update — without the attorney lifting a finger.

Scheduled

Appointment & Deadline Reminders

Court dates, deposition prep, document deadlines — all automatically communicated to the client with reminders at 48h, 24h, and 2h before.

On-Demand

Document Request Automation

When attorneys need documents, the system sends the request, tracks receipt, and follows up until the client responds — no chasing required.

Post-Case

Review & Referral Requests

At case close, clients receive a satisfaction survey and a Google review request — capturing feedback while the experience is fresh.

System 05

Billing & Reactivation System

Automate billing reminders, recover overdue invoices, and re-engage past clients who haven't been in touch — turning your existing client database into an ongoing revenue source.

Primary Outcome
Recover 30–40% of Overdue Invoices
  • Invoice reminders sent at 7, 14, and 30 days automatically
  • Payment links embedded — frictionless one-click payment
  • Past client reactivation campaigns — 90 days, 6 months, annually
  • Referral request sequences to existing client base
  • Practice area upsell — estate planning client gets trust review reminder
Days 7, 14, 30

Invoice Follow-Up Sequence

Overdue invoices trigger a 3-message sequence with escalating urgency. Each message includes a direct payment link — reducing friction to zero.

90 Days Post-Close

Past Client Check-In

Clients hear from your firm 90 days after case close — a personal check-in, not a sales pitch. Builds relationship and surfaces new legal needs.

Annually

Annual Legal Review Campaign

Estate planning, business law, and real estate clients receive an annual reminder to review their documents — converting past clients into repeat clients.

Ongoing

Referral Request Automation

Satisfied clients receive a referral request sequence — timed, personalized, and tracked. The best source of new business is your existing client list.

Integrations

We Work With the Tools You Already Use

No ripping out your existing stack. Our systems integrate with your practice management software, CRM, and communication tools — and we handle all the configuration.

Practice Management

Clio, MyCase, Filevine, PracticePanther

Two-way sync for matter creation, case status updates, and document management.

CRM & Intake

Lawmatics, Lead Docket, Clio Grow

Layered on top of your existing CRM — we add the automation layer your CRM doesn't have out of the box.

Communication

Twilio SMS, Email (any provider), WhatsApp

Multi-channel outreach configured for your firm's communication preferences and compliance requirements.

E-Signature

DocuSign, PandaDoc, Adobe Sign

Engagement letters and client agreements sent and tracked automatically through your preferred e-sign platform.

Scheduling

Calendly, Google Calendar, Outlook

Consultation booking and appointment reminders integrated with your attorney calendar — no double-booking.

Billing

Clio Payments, LawPay, QuickBooks

Invoice automation and payment link generation connected directly to your billing platform.

Investment

One-Time Build. You Own It Forever.

Unlike SaaS tools that charge $149–$650/month for access you never own, Str8flow builds are a one-time investment. The system is yours — custom-built, live in 7 days, no subscription required.

Single System
From $1,500
one-time build

One system, custom-built for your firm’s workflow and practice area. Fastest path to ROI — most firms recover the cost in their first additional case.

Best for

Firms solving one known revenue leak — usually intake speed or lead abandonment.

Book Audit Call
Full Firm Suite
$7,500
one-time · all 5 systems

All five systems. The complete operating layer from first lead to paid invoice. Includes priority onboarding and extended support included.

Best for

Firms ready to automate the full client lifecycle and eliminate every revenue leak at once.

Book Audit Call
SystemOne-Time BuildMonthly Support
01 — AI Intake & QualificationMost popular entry point
$1,800
$320 / mo
02 — Follow-Up & NurturePairs with System 01
$1,500
$260 / mo
03 — Onboarding & DocumentsVerbal yes to signed client
$2,000
$300 / mo
04 — Client CommunicationEliminate status-update calls
$1,500
$240 / mo
05 — Billing & ReactivationGet paid faster + past clients
$1,800
$280 / mo
Full 5-System SuiteSaves ~$2,300 vs individual
$7,500
$1,100 / mo

Why a one-time build beats $36,000 a year in subscriptions

The average law firm’s SaaS stack — Clio + Lawmatics + Smith.ai + Lead Docket — runs $1,500–$3,000/month. That’s $18,000–$36,000 per year for tools you configure yourself, maintain yourself, and never own. Str8flow’s Full Firm Suite is a one-time $7,500. You own it. No renewals. No lock-in. No monthly invoice for access to your own system.

Monthly support covers monitoring, maintenance, and minor workflow adjustments. Required for the first 30 days (monitored launch period), optional after that. Most clients keep it — nobody wants to maintain automation they didn’t build.

Get Started

Tell Us Which System Your Firm Needs Most

Book a free 30-minute audit call. We'll identify your highest-impact automation opportunity and give you a specific build plan — at no cost and no obligation.