"How had I—an experienced litigator—become a glorified data clerk?"

I didn’t go to law school to become a glorified data clerk. Yet here I am—logging billable hours in one platform, emailing clients from another, and reconciling deadlines in a spreadsheet only I can decipher. Every hour I spend wrestling with disconnected tools is an hour I’m not billing a client—and my bottom line suffers for it.

Every new matter means retyping intake details. Phone calls spawn sticky notes, sticky notes become scanned PDFs, and PDFs slip into a folder maze I “organized” last week. My “case management system” is really a stack of disconnected apps duct-taped together—and the duct tape is me.

That’s not just frustrating—it’s costing me money. Every hour buried in admin is an hour I can’t invoice. I could hire a data clerk, but the practice isn’t making enough because I’m not billing enough, so I’m stuck doing it all myself.

It’s the late-night contract review that gets postponed because I spent the afternoon fixing a filing error. It’s the invoice I never sent because I was untangling an email thread with seventeen replies. There’s a constant, low-grade stress that something critical is slipping through the cracks—because, honestly, sometimes it is.

I’ve tried off-the-shelf software that promised to fix it all. One tracks deadlines but can’t generate the custom documents I need. Another handles files beautifully but doesn’t integrate with billing. Each feels like a partial fix—and every partial fix creates yet another silo I have to manually bridge.

My clients expect personal attention. My matters are complex. My processes have evolved around that—but the systems I’m shoehorning into don’t. I know I could take on more clients and deliver better service—if only the busywork wasn’t eating half my day. Because right now, I’m playing three roles: lawyer, assistant, and IT department. And none of them are doing their best work.

"How had I—an experienced litigator—become a glorified data clerk?"

I didn’t go to law school to become a glorified data clerk. Yet here I am—logging billable hours in one platform, emailing clients from another, and reconciling deadlines in a spreadsheet only I can decipher. Every hour I spend wrestling with disconnected tools is an hour I’m not billing a client—and my bottom line suffers for it.

Every new matter means retyping intake details. Phone calls spawn sticky notes, sticky notes become scanned PDFs, and PDFs slip into a folder maze I “organized” last week. My “case management system” is really a stack of disconnected apps duct-taped together—and the duct tape is me.

That’s not just frustrating—it’s costing me money. Every hour buried in admin is an hour I can’t invoice. I could hire a data clerk, but the practice isn’t making enough because I’m not billing enough, so I’m stuck doing it all myself.

It’s the late-night contract review that gets postponed because I spent the afternoon fixing a filing error. It’s the invoice I never sent because I was untangling an email thread with seventeen replies. There’s a constant, low-grade stress that something critical is slipping through the cracks—because, honestly, sometimes it is.

I’ve tried off-the-shelf software that promised to fix it all. One tracks deadlines but can’t generate the custom documents I need. Another handles files beautifully but doesn’t integrate with billing. Each feels like a partial fix—and every partial fix creates yet another silo I have to manually bridge.

My clients expect personal attention. My matters are complex. My processes have evolved around that—but the systems I’m shoehorning into don’t. I know I could take on more clients and deliver better service—if only the busywork wasn’t eating half my day. Because right now, I’m playing three roles: lawyer, assistant, and IT department. And none of them are doing their best work.

Does this sound like you?

If paperwork has you overwhelmed, it simply means your expertise is in high demand—here are the common pitfalls holding you back.

Case & Task Chaos

If your time tracking isn't streamlined into your accounting system, you're wasting valuable hours every week.

Case & Task Chaos

If your time tracking isn't streamlined into your accounting system, you're wasting valuable hours every week.

Case & Task Chaos

If your time tracking isn't streamlined into your accounting system, you're wasting valuable hours every week.

Data & Document Drain

Endless re-typing of intake details and hunting through PDFs steals billable hours—and introduces costly errors.

Data & Document Drain

Endless re-typing of intake details and hunting through PDFs steals billable hours—and introduces costly errors.

Data & Document Drain

Endless re-typing of intake details and hunting through PDFs steals billable hours—and introduces costly errors.

Billing Black Holes

Juggling separate time-tracking and invoicing tools means hours slip through the cracks—and revenue you’ll never recover.

Billing Black Holes

Juggling separate time-tracking and invoicing tools means hours slip through the cracks—and revenue you’ll never recover.

Billing Black Holes

Juggling separate time-tracking and invoicing tools means hours slip through the cracks—and revenue you’ll never recover.

So, What's the Solution?

It's not Clio or MyCase - your practice is unique, so off-the-shelf platforms won't cut it.

Before talking sales, let's talk about your business process.

Get an expert process audit in 30 minutes—no obligation, real takeaways.

What you'll get for free:

Hidden Efficiency Gains: Spot 2–3 quick wins you can implement today to free up billable hours.

Cost-Saving Opportunities: Pinpoint where manual tasks are eating into your revenue—and how to stop the bleed.

Tailored Automation Ideas: Receive 1–2 concrete suggestions for tools or integrations that fit your firm’s workflow.

Clear Roadmap: Understand the next steps and what an ideal end-to-end system looks like for your practice.

Before talking sales, let's talk about your business process.

Get an expert process audit in 30 minutes—no obligation, real takeaways.

What you'll get for free:

Hidden Efficiency Gains: Spot 2–3 quick wins you can implement today to free up billable hours.

Cost-Saving Opportunities: Pinpoint where manual tasks are eating into your revenue—and how to stop the bleed.

Tailored Automation Ideas: Receive 1–2 concrete suggestions for tools or integrations that fit your firm’s workflow.

Clear Roadmap: Understand the next steps and what an ideal end-to-end system looks like for your practice.

Before talking sales, let's talk about your business process.

Get an expert process audit in 30 minutes—no obligation, real takeaways.

What you'll get for free:

Hidden Efficiency Gains: Spot 2–3 quick wins you can implement today to free up billable hours.

Cost-Saving Opportunities: Pinpoint where manual tasks are eating into your revenue—and how to stop the bleed.

Tailored Automation Ideas: Receive 1–2 concrete suggestions for tools or integrations that fit your firm’s workflow.

Clear Roadmap: Understand the next steps and what an ideal end-to-end system looks like for your practice.