Automated client intake
Pipes new-client forms straight into your practice system and CRM with validation and conflict checks, no re-keying.
Legal, accounting, and consulting firms run on intake forms, documents, schedules, and invoices — most of it stitched together by hand or flaky workflows. Lelixlab audits, fixes, and engineers reliable, compliance-friendly automation across your CRMs, databases, and AI APIs.
New matters and engagements get re-keyed across forms, email, and your practice system, with details lost between steps.
Engagement letters, contracts, and filings are routed, signed, and filed manually, so versions drift and deadlines slip.
Scheduling, invoicing, and client follow-up burn billable hours and leave revenue sitting in unsent invoices.
Pipes new-client forms straight into your practice system and CRM with validation and conflict checks, no re-keying.
Generates engagement letters and contracts from templates, routes them for signature, and files them automatically.
Books consultations, raises invoices from logged time or milestones, and follows up on unpaid balances on its own.
Once intake and documents run reliably, the same systems can handle the rest of your firm's admin — fully logged and audit-ready. A few we build for professional-services firms:
Logs every automated step with timestamps and approvals so client work stays traceable and audit-ready.
Chases outstanding documents, deadlines, and signatures so nothing stalls on a missing reply.
Pulls key fields from contracts, invoices, and filings with AI APIs and routes them to the right system or owner.
Book a call — we'll audit your intake, document, and billing workflows and map exactly what to fix, connect, and automate.