Based in Wichita, KS(316) 778-4376 Book a Free Call
Book a Call

Small & Solo Law Firms

Wichita, Kansas. I come to you across Wichita, Kansas City, and Oklahoma City, and work with businesses anywhere.

What I'd automate

20+ automations, each with a measurable result.

Inbound lead capture + intake form

Manual
  • Prospect calls during a hearing → voicemail → never calls back
Automated
  • Web form + after-hours AI intake captures matter type, conflict-check inputs, urgency
On the table
3x
  • Conversion lifts up to 3x within the 5-min response window (Hyperleap AI)

Conflict check automation

Manual
  • Attorney pulls a list, manually checks against existing matters
Automated
  • Auto-conflict check runs on intake submission
  • Clears or flags
On the table
  • Saves 15 to 30 minutes per new matter intake

Engagement letter / fee agreement e-sign

Manual
  • Letter mailed/emailed, printed, signed, returned. 3 to 7 days
Automated
  • Templated EL with merge fields + e-sign in one click
On the table
  • Signed-up cycle drops from days to hours
  • Reduces no-show clients

Document automation (pleadings, contracts, wills)

Manual
  • Paralegal redrafts each pleading from a similar prior file
Automated
  • Template + intake answers populate the draft
On the table
82%
  • Lawyers report up to 82% time savings on document automation (Lawmatics)

Time-entry capture (passive)

Manual
  • Attorney reconstructs the day Sunday night
  • Loses 1 to 3 hours/week of billable time
Automated
  • Passive time-tracker logs activity by matter
  • Attorney reviews and bills
On the table
11%
  • Average firm fails to collect 11% of hours
  • Passive capture recovers most of it (LeanLaw)

Pre-bill review workflow

Manual
  • Pre-bills sit on owner's desk
  • ~18% of revenue gets written off (ALA Net)
Automated
  • Workflow surfaces pre-bills with aging triggers and write-down tracking
On the table
$1,500 to $3,000/mo
  • About what you leave on the table when customers pick a competitor with more visible reviews, at around $1,500 each

Trust accounting reconciliation

Manual
  • Manual three-way recon prone to errors and bar-complaint risk
Automated
  • Auto-bank-feed reconciliation flags exceptions only
On the table
5 hours
  • Reduces compliance risk + saves 3 to 5 hours/month

Deadline / statute-of-limitations tracking

Manual
  • Calendared in head and Outlook
  • Missed deadlines = malpractice claim
Automated
  • Rules-based deadline calculation by jurisdiction
On the table
  • Eliminates missed-deadline malpractice exposure

Client portal for document exchange

Manual
  • Email + DocuSign + paper
  • Documents lost in inbox
Automated
  • Portal with all matter docs, signed and pending
On the table
  • Client experience improves
  • Reduces "where's my doc?" emails

Hearing prep / matter summary automation

Manual
  • Associate spends 2 hours assembling matter summary before each hearing
Automated
  • Auto-generated matter summary pulls pleadings, key emails, deadlines, billing status
On the table
2 hours
  • Saves 1 to 2 hours per hearing

Client status update automation

Manual
  • Client calls weekly: "Any news?"
Automated
  • Weekly auto-status email when matter is in waiting periods
On the table
50%
  • Eliminates ~50% of inbound client status calls

Intake call screening / qualification AI

Manual
  • Attorney takes every intake call, regardless of fit
Automated
  • AI receptionist qualifies on practice area, jurisdiction, urgency before routing
On the table
10 hours/week
  • Saves 5 to 10 hours/week of attorney time on bad-fit calls

Demand letter generation (PI)

Manual
  • Drafter manually builds 25-page demand from records
Automated
  • Workflow pulls medical records, treatment dates, expenses into template
On the table
8 hours
  • Reduces demand prep from 8 hours to 1 to 2 hours

Settlement disbursement workflow

Manual
  • Settlement check arrives
  • CFO calculates lien payments, attorney fees, client cut manually
Automated
  • Workflow auto-builds disbursement sheet
  • Client e-signs settlement statement
On the table
2 weeks
  • Speeds disbursement from 2 weeks to 2 days

Lien negotiation tracker

Manual
  • Liens tracked in spreadsheet
  • Some get paid in full when they shouldn't
Automated
  • Workflow tracks lien-reduction status and final balance
On the table
  • Captures fee uplift on every settlement

Online consultation booking

Manual
  • Prospect plays phone tag for a consult
Automated
  • Self-book a 30-min consult
  • Auto-collects credit card hold
On the table
$1,500 to $6,000/mo
  • Roughly what a typical small or solo law firm leaves on the table from missed or after-hours calls, about 1 to 4 a month at around $1,500 per new client
  • Run the free X-Ray for your real number

Review request automation

Manual
  • "Leave us a Google review" mentioned verbally at case close
Automated
  • Auto-text 7 days post-disbursement with review link
On the table
More reviews, higher ranking
  • More Google reviews, asked automatically after a good outcome

Referral source tracking + thank-you

Manual
  • Referring attorney gets no acknowledgment
Automated
  • Auto-thank-you note + holiday gift list managed in CRM
On the table
  • Doubles referrals from existing sources (estimated)

Pleadings/calendar e-filing automation

Manual
  • Paralegal logs into e-filing portal manually for each county
Automated
  • Workflow files pleading + auto-calendars hearing date when court accepts
On the table
  • Saves 15 to 30 min per filing

Closed-file archiving and retention

Manual
  • Files sit open in case management forever
  • Retention policy ignored
Automated
  • Auto-close workflow archives files at matter close
  • Deletes per retention policy
On the table
  • Reduces storage costs + ensures bar compliance

Marketing attribution from intake to retainer

Manual
  • Owner spends $5K/month on ads, has no idea which channel produces clients
Automated
  • Intake form captures source
  • CRM reports cost-per-signed-client by channel
On the table
20 to 40%
  • Cuts wasted ad spend 20 to 40% (estimated)

Payment plan automation for fees

Manual
  • Client agrees to $500/mo retainer replenishment
  • Attorney chases each month
Automated
  • Auto-charge ACH monthly with one-tap retainer top-up
On the table
  • Reduces AR aging
  • Eliminates fee disputes

Ready to see what I'd build for your business?

Book a free 15-minute call by Zoom or phone.
No prep on your end, and at the very least you'll walk away with a few honest ideas for your business.

Book a Free Call