Our Six Service Areas
01
Client Intake Automation
Client intake is often the first experience a prospective client
has with your firm — and for many firms, it's also the most
chaotic. Inquiries arrive by phone, email, web form, and referral,
often with no consistent process for qualifying them, collecting
documents, or routing them to the right attorney. Staff spend
hours each week chasing information that clients could have
provided themselves if asked the right questions at the right time.
We build structured intake systems that capture new inquiries
through a guided online form, qualify prospects against your
practice area criteria, request documents automatically, and
notify the appropriate team member when a matter is ready for
review. The system integrates with your practice management
software — whether that's Clio, MyCase, Filevine, or a custom
solution — so that intake data flows directly into matter creation
without manual re-entry.
The result: your staff handles fewer repetitive follow-up calls,
prospects get a professional first impression, and no qualified
lead falls through the cracks because someone forgot to send a
follow-up email.
02
Document Automation
Generating engagement letters, retainer agreements, fee
disclosures, and court-ready forms by hand is one of the most
time-consuming low-value tasks in legal practice. Attorneys and
paralegals spend hours a week filling in the same fields — client
name, matter type, fee arrangement, jurisdiction — into templates
that rarely change. Every manual step is also an opportunity for
error.
Legal document automation software solves this by generating
complete, accurate documents from structured data in seconds. You
enter or confirm the key variables once, and the system assembles
every document that matter requires: the engagement letter, the
fee agreement, the conflict waiver, the court filing cover page.
Documents are formatted correctly, saved to the matter, and ready
for attorney review — without anyone typing the client's name
seven times.
We build document automation tools that fit your firm's existing
templates and workflows. We don't require you to adopt a new
document management platform — we integrate automation into what
you already use. The attorney signs off; the system handles
the assembly.
03
Custom Workflow Software
Off-the-shelf practice management platforms are built for the
average law firm. If your firm handles a complex or specialized
matter type — mass tort, immigration cases with specific
documentation sequences, multi-party real estate closings — you've
probably spent years adapting a generic tool to fit workflows it
was never designed for. The workarounds accumulate. Staff develop
tribal knowledge about which fields actually matter and which ones
exist because the software required them.
Law firm workflow software built specifically for your practice
type doesn't have that problem. We start by mapping your actual
workflow — every step from matter open to close, every handoff
between team members, every trigger that moves a matter forward.
Then we build software that mirrors that workflow exactly, with
the right fields, the right notifications, the right access
controls for attorneys versus staff versus clients.
Custom workflow tools we've built include conflict check systems,
deadline tracking dashboards, client portal integrations, billing
trigger automations, and multi-step document review pipelines.
If your workflow is complex enough that no existing tool handles
it well, we can build the tool that does.
04
Custom Software Development
Sometimes the automation you need doesn't fit neatly into a
category. You need a custom API that connects your intake form
to your billing system to your document management platform.
Or an internal tool that gives your paralegals a cleaner
interface for a database they're currently managing in
spreadsheets. Or a client-facing portal that lets clients check
case status, upload documents, and sign forms without calling the
office.
WhartonBrein's custom software development service is for exactly
these situations. We build web applications, internal tools, APIs,
and integrations — anything from a lightweight utility to a
full-featured application. Our development work is in modern,
maintainable code. We hand off complete documentation and, when
relevant, train your team to manage and extend the system
themselves.
We have experience integrating with Clio, MyCase, Filevine,
LawPay, DocuSign, Adobe Sign, Twilio, and a range of court
e-filing APIs. If there's a platform your firm relies on, we've
likely connected to it before or can do so for your project.
05
Law Firm Landing Pages
Most attorney websites are not built to convert. They were built
to exist — to be the thing that appears when someone searches your
firm name. A landing page built for paid search or local SEO
traffic has a different job: it needs to answer the visitor's
question, establish trust quickly, and make it easy to take the
next step. Generic agency designs applied to attorney websites
rarely accomplish this.
We build conversion-focused landing pages for law firms targeting
specific practice areas and geographic markets. That means
pages designed for "personal injury attorney in Houston" or
"immigration lawyer for EB-2 NIW" rather than a generic firm
homepage. We handle the copy, the design, and the technical
implementation — including schema markup, page speed optimization,
and proper tracking setup for Google Ads or Meta campaigns.
Because we work exclusively with law firms, we understand the
trust signals that matter to prospective legal clients: bar
admissions, practice area depth, response time, and clear next
steps. Our landing pages are designed around those signals, not
around what looks good in a portfolio.
06
Process Consulting
The most common reason legal technology projects fail is that
they automate a broken process. The firm buys software, implements
it on top of their existing workflow, and discovers that the
software just makes the chaos faster. Effective legal process
automation starts with understanding what the process actually is —
and where the real bottlenecks are.
Our process consulting engagements map your firm's workflow from
first contact to matter close. We interview the attorneys and staff
who do the work, document the actual steps (not the theoretical
ones), identify where time is lost, and produce a prioritized list
of automation opportunities with estimated impact. This work
happens before any software is scoped or priced.
For some firms, the process consulting engagement is the whole
project — they take the workflow map and implement solutions
themselves or through another vendor. For most, it becomes the
foundation for a development engagement with WhartonBrein. Either
way, the output is a clear picture of where automation will have
the highest return, grounded in how your specific firm operates.