01 ◆
Conflict checks are manual. Receptionist asks, paralegal cross-references, partner approves. The same flow as a plugin: 90 seconds.
Legal firms
Intake new matters without the email tennis.
A custom WordPress plugin built for law firms — conflict-check intake on day one, matter-type routing to the right associate, engagement letter generated and sent automatically, and a clean admin panel for paralegals. Replaces three SaaS subscriptions with one plugin that knows how a firm actually works.
Book a 20-min scope call → See packages & pricing
◆ From $4,800 · ships in 2-3 weeks
The bottleneck
What slows Legal firms down today.
Four patterns I see repeatedly across legal firms running on a generic contact-form workflow. The fix isn't a bigger contact form — it's a tool that does the qualification on the page.
02 ◆
Matter type drives routing. Personal injury, immigration, corporate, family — each has its own intake form and the right associate to assign.
03 ◆
Engagement letters and retainer agreements need to be ready before the first call. Generating them by hand is the bottleneck.
04 ◆
Cheap booking plugins don't know about practice areas, conflict checks, or engagement letters. Custom is the only way.
What you get
What I ship for Legal firms.
Firms moving off a Calendly + Typeform + DocuSign-only stack to a single plugin save the recurring fees AND the paralegal hours spent on copy-paste. Real-world: 8 hours/week back to the paralegal team.
- ◆ Practice-area branch on step 1 (each routes to its own form: PI, immigration, family, corporate, etc.).
- ◆ Conflict check intake — opposing parties, related entities — cross-referenced against your existing matter database (read-only).
- ◆ Matter-type routing rules — new client goes to the right associate by practice area + jurisdiction + capacity.
- ◆ Engagement letter automation — template-based, generated from intake data, emailed for signature (DocuSign / HelloSign integration).
- ◆ Admin panel matched to paralegal workflow — block a date, transfer a matter, override routing rules without a developer.
Pricing & timeline
From $4,800 · ships in 2-3 weeks
Every legal firms project gets a fixed-price quote inside 24 hours after a scope call. No deck, no estimate-of-an-estimate. NDA-ready.
Book the scope call →FAQ
Questions legal firms ask first.
No fluff — the specifics buyers want before booking a call. If yours isn't here, ask on the call.
Can it actually run a conflict check against our existing matter database?
Yes — read-only. The plugin queries your matter database (Clio, MyCase, PracticePanther, or custom) via API and surfaces matches to the intake reviewer. Doesn't auto-decide — flags for human review. Custom tier ships with adapters for the major practice-management systems.
How does engagement letter generation work?
Template + intake data. You provide the engagement letter template (variables like client name, matter description, fee structure, scope). On intake submission, the plugin merges variables, generates a PDF, emails it via DocuSign or HelloSign for client signature. Signed copy lands in the matter folder automatically.
Will it integrate with our existing practice management software?
Yes — Clio, MyCase, PracticePanther all have public APIs. The plugin can read for conflict checks and write new matters with the intake data. Custom tier prices the integration based on your specific PMS.
Can different attorneys have different intake forms?
Yes — Pro tier supports per-attorney intake variants. Useful when an immigration attorney needs visa-status fields that a PI attorney wouldn't. Routing happens before form display so the client only sees fields relevant to their matter.
Other industries
Same service, different industry.
A custom booking & intake plugin in a different vertical. Same shape, different defaults.
Next step
Quote in 24 hours, scoped on the call.
A 20-minute scope call. I walk you through what would actually ship, you tell me the variables that matter, and you get a fixed-price quote inside 24h.
Book the call →