Client intake done by phone. Deadlines tracked in spreadsheets. Document requests sent manually. Follow-ups forgotten. Every hour your team spends on admin is a billable hour that walks out the door. We automate the back office so your attorneys can focus on practicing law.
// Your Workflow
Toggle to see which stages Suretek automates and what your team recovers.
5 of 7 stages consume non-billable staff time that could be fully automated.
// What Changes
Based on a typical 2–5 attorney firm in San Antonio.
Don't see your platform? We build custom integrations for any system with an API.
// Why Automate Your Law Firm
San Antonio law firms lose thousands of billable hours each year to administrative work that could run automatically. Client intake forms, deadline reminders, document request follow-ups, invoice generation — every minute your staff spends on these tasks is a minute not spent on casework or client relationships.
Suretek AutoPilot integrates with Clio, MyCase, PracticePanther, and other legal practice management platforms to automate the repetitive back-office work. Your paralegals and legal assistants stop chasing clients for documents and signatures, and start focusing on case preparation.
Most law firms in the 2–15 attorney range are running their practices on a mix of spreadsheets, calendar reminders, and manual follow-up calls. That works until it doesn't — a missed deadline, a late invoice, a client who slipped through. Automation makes those misses structurally impossible.
We typically have a law firm automation setup live in 5–10 business days. No disruption to your existing systems, no retraining your staff on new software.
// COMMON AUTOMATIONS FOR LAW FIRMS
Automatically send intake questionnaires when a new matter is opened. Collect signatures digitally. Follow up automatically if a client hasn't completed their forms within 24 hours.
Send automated reminders to clients and staff for upcoming filing deadlines, court dates, and document due dates. Nothing falls through the cracks.
Automatically request documents from clients at the right stage of a matter. Send follow-up reminders every 48 hours until received. Log all communications automatically.
Trigger invoice generation when a matter reaches a billing milestone. Send payment reminders automatically at 7, 14, and 30 days past due.
Send automatic status updates to clients at key milestones — matter opened, discovery complete, hearing scheduled. Reduces inbound calls significantly.
Automatically follow up with referral sources monthly. Keep your referral network warm without your staff making manual calls.
// Frequently Asked Questions
Yes. We integrate with Clio, MyCase, PracticePanther, Smokeball, and other platforms via API. We can also connect to Outlook, Google Workspace, and DocuSign that most firms already use.
All automations run on your own server or a dedicated instance — your client data never passes through a third-party automation platform. We follow the same security practices required for legal data handling.
Yes. Automated communication logs create a timestamped record of every client touchpoint — useful for demonstrating reasonable communication practices if a client ever disputes contact.
Most law firm automation setups are live within 5–10 business days. We map your workflow, configure the automations, test in your environment, and provide documentation.
A 5-attorney firm saving 10 hours per week of paralegal time on admin tasks recovers roughly 40 hours per month. At a $35/hr paralegal rate that's $1,400/month in labor savings — before counting faster invoice collection and reduced client churn from better communication.
Use the Suretek Workflow Wizard to map your firm's exact process, identify where non-billable time is being lost, and get a custom automation plan — no sales call required.