Legal · Matter & Intake Operations

Stop losing matters in the inbox. Run the firm on a connected system.

Lead intake, conflict checks, engagement letters, matter management, time tracking and billing don't have to live in five disconnected tools. We design a connected operations system that captures every qualified lead, opens matters cleanly, and gives partners real-time visibility into utilization, WIP and realization.

Operational Assessment See real outcomes

Live Firm Operations 22 Active Matters

New Matter — Patel v. Acme

Conflict-checked · routed to Lee

Engagement Letter Signed

DocuSign returned · retainer invoiced

Filing Deadline — 4 days

Calendared for K. Reyes

Billable Logged — 3.4h

Reviewed · added to draft invoice

+12%

Realization rate

2h

From inquiry to retainer

97%

Time captured

0

Missed conflicts

The problem

Sound familiar?

What firms fight every week without a connected intake and matter spine.

01

Qualified leads die in the inbox

Inquiries land with the receptionist, the website form, an attorney's email — and follow-up depends on whoever's free. Good cases slip to competitors.

02

Conflict checks are still manual

A spreadsheet check, a couple of emails — and the firm carries malpractice risk on every new matter.

03

Billable minutes go uncaptured

Attorneys reconstruct timesheets on Fridays. Realization drops because actual work is forgotten or rounded down.

04

Matter status is opaque

Clients call asking 'where is my case?' and staff has to dig through emails, the DMS, the case manager and the calendar to answer.

05

WIP and aging surprise partners

Pre-bills sit in attorneys' inboxes for weeks, A/R grows past 90 days, and partners only see it on quarterly reports.

06

Onboarding new associates is painful

There's no documented playbook. Every associate learns the firm's quirks by breaking them once.

What you get

Built for modern law firms

Sits on Clio, MyCase, PracticePanther, Filevine, NetDocuments — connects intake, matter, time and billing.

Intake

Lead → conflict → retainer flow

Web, phone, referral and PPC leads land in one pipeline with automated conflict checks, engagement letter generation and e-sign retainer routing — partner approval gates included.

Auto conflict checkDocuSign / Adobe SignRetainer invoicingPartner approval

Time

Frictionless time capture

Pull billables from email, calendar, phone and document activity. Attorneys review and approve instead of reconstructing.

Email + calendarDaily review

Matter

Matter operations

Deadlines, tasks, documents and client comms organized per matter. Status is one click away.

CalendaringClient portal

Partner

Utilization, WIP & realization

Partners see attorney utilization, matter WIP, aging A/R, realization rate and origination credit live — not on a quarterly report.

Utilization liveWIP agingRealization rate

Live

WIP per matter

%

realization

How we build it

Confidential rollout, real adoption.

Built around your existing DMS and PM platform.

1

Map intake to invoice

We sit with intake, paralegals, attorneys and billing to map every handoff.

2

Wire the spine

Intake, conflict, matter and time capture wired around your DMS and PM platform.

3

Pilot one practice group

Launch with one practice group first. Refine workflows before firm-wide rollout.

4

Roll out & train

Role-based onboarding for intake, paralegals, attorneys, billing and partners.

Social proof

Trusted by law firm teams

"Intake used to depend on whoever was at the desk. With GTS's system, we convert 38% more qualified leads — and the partners actually see the pipeline now."

AS

Amelia Stone

Managing Partner, Stone & Reyes

"Attorneys reconstructing time on Fridays was costing us money. Now we capture 97% of billable activity automatically — realization is up 12 points."

RL

Robert Liu

Partner, Liu Patent Law

"I used to chase pre-bills by email for weeks. With the new workflow pre-bills clear in under 5 business days and A/R aging stopped creeping."

NK

Nadia Karim

Director of Operations, Harborview Legal

FAQ

Got questions?

01 Do you replace Clio / MyCase / Filevine?

Usually no — we wrap them. The PM platform stays, and we sit on top to fix intake, partner visibility, automated docs and billing workflows. For specialty firms we sometimes build a custom matter spine instead.

02 How do you handle conflict checks?

We hook into your DMS and PM database to run automated conflict checks at intake. The intake team gets a clear pass/fail with the conflicting parties surfaced for partner review.

03 Is it secure and confidential?

Yes. SOC 2-aligned infrastructure, role-based access, audit logging, encryption in transit and at rest. We sign confidentiality agreements before discovery.

04 Will the e-sign retainer flow work for our state bar requirements?

Yes. We support DocuSign, Adobe Sign and other compliant providers. Engagement letter templates are versioned and audit-tracked.

05 How long to go live?

Most firm rollouts are 8–14 weeks: 2 weeks discovery, 6–10 weeks build, 2 weeks pilot. Larger firms with multiple practice groups skew longer.

06 What does it cost?

Firm operations builds typically range $12K–$50K depending on scope and integrations. We scope after the operational assessment.

Free consultation

Let's build your firm operations system

Tell us about your firm, practice areas and where intake or billing is leaking. We'll show you what a connected operations layer looks like.

Free 30-min strategy call with an engineer

Custom workflow audit for your team

No commitment — just expert advice