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Law firm automation for intake, matter opening and billing

Fee earners lose time to admin that is not billable: intake forms, conflict checks, matter set-up and chasing time entries. Falnor builds a system on the software your firm already uses that prepares that work and asks a named person before anything is sent to a client. It does not give legal advice.

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Where a law firm's admin slows down

A new matter touches intake, conflicts, engagement terms, the matter record and billing, usually in separate tools. Lost time at each hand-off is rarely written down. To rank which job to fix first, try the what to automate first tool.

  • New-matter details are typed again into the practice system, the billing system and the document store.
  • Time entries are chased at month end and reconstructed from memory.
  • Engagement letters and invoices are assembled by hand from templates.

What the system does for a law firm

It follows the path your best practice manager already follows, and writes down every step. It builds on the practice and billing software you have, such as Xero.

Prepares new matters

It collects intake details, lists the checks to run and sets up the matter record with the right template, held for approval.

Gathers time evidence

It assembles likely time from calendars and emails into a draft for the fee earner to confirm. Nothing is billed until a person agrees.

Drafts billing

Invoices are prepared from approved time and agreed terms, with anything unusual marked for review.

Files and records

Once approved, documents are filed on the right matter and the approver is logged.

Lawyers keep the judgement

The system starts in shadow, only reading your software and proposing what it would do. It takes over one task at a time, once it is right at least 9 times in 10 on your real cases. Anything unusual, large or hard to undo waits for a named person, and every step is recorded. The system never gives advice, sends a client letter or issues an invoice without a named person approving it. For billing follow-up, see timesheet to invoice automation.

Works with the software you already use

We build on your own tools instead of asking you to move. Common starting points:

  • Xero
  • Sage
  • Microsoft 365
  • HubSpot
  • Salesforce

We work with businesses in the US, the UK and Europe.

Questions people ask

What is law firm automation?

It is using software to carry the repeatable admin around legal work: intake, matter set-up, time capture and billing. The legal work and the advice stay with the lawyers.

Does it handle confidential client data?

Only inside your own systems and only what the task needs. It starts read-only and does not copy files elsewhere.

Will it draft legal documents?

It fills agreed templates from the matter record and holds them for a lawyer to review. It does not write advice.

Is this allowed under our regulator's rules?

Rules differ by jurisdiction. We are not a law firm, so check what applies to you with your own adviser.

How much does it cost?

There is no price list. We map the work first, then you get the scope, timeline and price in writing before anything is built. The automation ROI calculator gives a first view of whether a build pays back.

Which countries do you work in?

We work with businesses in the US, the UK and Europe. The system runs on your own software, so your data stays where it is.

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