From the MM workflow catalog: the engines most legal practices feel the absence of daily.
Client intake + conflict-check engine
New-client lead arrives via website, email, or referral → parsed → conflict-checked across party/counsel/related-entity fields → auto-create the matter with standard folder structure → intake-confirmation email to client. From 30-60 min manual to under 60 sec automated.
Tools: Clio / MyCase / PracticePanther + n8n
Billable hour capture from calendar
Nightly scan of attorney calendars pulls billable events (client names, matter numbers, meeting tags), generates draft time entries pre-filled with matter ID + duration + description template. Attorney reviews + approves in a daily digest.
Tools: Google Calendar or Outlook + your billing system
Document template auto-fill
‘Matter created’ event triggers → pull matter metadata → merge into engagement letter / retainer / standard motion templates → save to matter folder with dated filename → route to e-signature. 10-20 min/doc saved.
Tools: Clio / MyCase + Google Docs or Word template API + DocuSign
Court deadline reminder ladder
Parse court orders or matter-level deadline entries. T-30 / T-14 / T-7 / T-3 / T-1 cadence with escalating severity. T-3 and T-1 require explicit acknowledgment or escalate to senior attorney. Catches the missed-filing nightmare before it happens.
Tools: Calendar/billing + Twilio (SMS) + Slack + email
Client portal status digest
Weekly digest pulls matter activity (filings, emails logged, appointments, billing events). Drafts a client-friendly summary per active matter. Attorney reviews/edits a single email per matter; auto-sends. Faster response, consistent updates.
Tools: Your practice-management system + email