For small law firms and sole practitioners
Stop Billing Time You Spent on Admin
Automated client intake, document handling, and follow-up — built for your firm in 5 weeks. Every hour saved on admin is an hour you can bill.
Law Firm AI Starter is a done-for-you build offered by Crescent AI, an AI automation agency helping small and medium businesses automate repetitive workflows without hiring in-house AI engineers.
5 WKS
From kickoff to live
6-8 HRS
Average admin time recovered per week
FIXED
Price agreed and locked before we start
My front desk was spending most of the day on the phone — booking appointments, chasing insurance pre-authorizations, and following up on outstanding direct billing submissions to extended health plans. WCB claim follow-ups alone were eating an hour a day. Crescent AI automated all of it. Reimbursements come in faster, no-shows dropped, and my team actually leaves on time.
Physiotherapist · Calgary, Canada
The Problem
You trained for years to practise law. Not to chase documents.
Small firms and sole practitioners carry the entire business on their shoulders. Client intake, document collection, follow-up, and admin eat into billable time — and that cost compounds every single week.
New client intake involves the same questions, the same forms, and the same back-and-forth every time
Documents arrive in every format and get chased and filed by hand
Prospective clients who enquired days ago haven't heard back — and chose someone else
Follow-up on outstanding matters falls to whoever remembers to do it that week
How we build it
How We Build Your Law Firm AI System
We audit your current intake and document workflows in Week 1, build a structured client intake system connected to your practice management software through Week 2, configure automated document collection and filing in Week 3, set up enquiry follow-up sequences and make your firm's knowledge base searchable by Week 4, train your staff, and go live in Week 5 with first-week monitoring.
Practice Workflow Audit
Week 1We map how intake, document collection, and follow-up currently run — and confirm compatibility with your practice management software before anything is built.
Client Intake System Build
Week 1-2The structured intake form is built and connected to your systems, so new client answers land directly in the right matter file.
Document Collection Build
Week 2-3Automated document requests, reminders, and filing are configured against your existing folder structure or DMS.
Enquiry Follow-Up & Knowledge Base
Week 3-4Follow-up sequences for new enquiries go live, and your firm's precedents and FAQs are made searchable for staff.
Staff Training & Go-Live
Week 5A walkthrough with you and your support staff, tested against real matters, then the system goes live with a first week of monitoring.
What's included
What Gets Built in 5 Weeks
You receive a structured client intake system that automatically routes answers to the correct matter file, automated document collection with reminders and filing, follow-up sequences for every new enquiry so no lead goes cold, a searchable internal knowledge base of your firm's precedents and FAQs, and full documentation for your staff to operate it independently.
Client Intake System
New clients complete a structured intake form online. Their answers are collected, organised, and routed to the right matter file automatically. No phone tag, no email chains.
Document Collection
Client documents requested, received, and filed in the right place automatically. The system flags anything missing — without someone manually reviewing every submission.
Enquiry Follow-Up
Every new enquiry gets an immediate acknowledgement and a follow-up sequence. No potential client goes cold because no one got around to replying.
Internal Knowledge Base
Your firm's precedents, standard processes, and FAQs made searchable. Staff get answers instantly without interrupting you or a senior practitioner.
Handover & Training
Documentation written in plain language. A walkthrough for you and your support staff so the system runs without outside help.
Coverage
Systems for Small Law Firms
Practice management systems we integrate with
Fit check
This is built for you if…
You're a sole practitioner or small firm partner carrying intake and document chasing yourself, your practice gets consistent new enquiries but not all of them are being followed up, your support staff spend more time managing documents than supporting lawyers, or you're watching admin grow faster than your revenue.
Sole practitioners who do everything and need admin to run without them
Small firms where the partners are the ones doing intake and chasing documents
Practices with consistent new enquiries that aren't all getting followed up
Firms where support staff spend more time managing documents than supporting lawyers
Any practice where admin is growing faster than revenue
Why Crescent AI
Why Choose Crescent AI for Your Law Firm
Where the risk sits
Fixed price. Everything scoped and agreed before we start. You own all systems at handover.
Start your project
Start with the Audit. Not a Sales Call.
30 minutes. We map the workflows eating your team's time, rank your top automations by ROI, and tell you honestly what's not worth touching yet. You get a written summary. No slide deck. No pitch.
Five weeks. Fixed price. Intake, documents, and follow-up handled automatically.