u/Curiousversion13

I have the following intake process that I’m looking to automate or improve (currently all manual).

It’s very time-consuming to complete these steps for every booking, especially since everything happens across multiple platforms: Outlook, PC Law, Adobe documents, an intake form, and a local server for file storage. I’ve been finding it difficult to figure out the best way to automate the workflow across all of them.

1. We receive an inquiry and complete an initial assessment
2. I’m looped in to send booking information and lawyer availability
3. I create the e-file and matter in the accounting software, then download and organize the documents
4. I process the payment and send the booking confirmation
5. I save the payment receipt and notify finance
6. I create the calendar invite, add attendees, and attach the documents

Has anyone automated a similar legal intake workflow or found tools/integrations that helped reduce the manual work?

Are there any workflow/operational professionals or firms that can help me with this? Please let me know if you have any suggestions.