The Pipeline to Peak Performance

for Modern Law Firms

Channeling Intelligent Automation Through Every Stage of Your Practice

Seamlessly connect your apps, streamline sales-focused intake, and unlock scalable growth—from first contact to instant case opening and signed retainer in minutes.

Save Time

Eliminate 93% of manual tasks by funneling leads through automated conflict checks, verifications, and integrations.

Boost Revenue

Capture 40% more cases with instant case opening and streamlined workflows.

Delight Clients

Deliver lightning-fast onboarding and personalized follow-ups that flow effortlessly, turning prospects into loyal advocates.

See How It Works
The Complete Pipeline

From First Touch to Active Case

See how our pipeline channels every lead through a seamless flow—from initial contact to signed retainer and beyond

93%
Less Manual Work
Tasks eliminated through automation
40%
More Cases Captured
With instant case opening
3min
To Signed Retainer
From first contact

Your Automated Pipeline Stages

1

Lead Capture

Web form submissionLive chat inquiryPhone call tracking
2

Instant Verification

Conflict screeningInsurance verificationMedical provider ID
3

Case Opening

Auto-generate retainerDocuSign integrationInstant Clio case creation
4

Client Onboarding

Welcome sequenceDocument requestsAppointment scheduling
5

Ongoing Management

Status updatesDocument collectionCommunication tracking

Before Conduit Legal

  • 3-7 days from inquiry to signed retainer
  • 30% of leads lost to slow follow-up
  • Staff overwhelmed with repetitive tasks

After Pipeline Implementation

  • 3 minutes from inquiry to signed retainer
  • 40% increase in case acquisition
  • Staff focused on high-value client work

Your Pipeline's Core Components

Four essential systems channeling every case through peak performance

Lead Capture & Verification

Pipeline Stage 1

Instant conflict checks, insurance verification, case viability scoring - qualifying leads in seconds.

Learn More →
📄

Case Opening & Documents

Pipeline Stage 2

Auto-generate retainers, instant case creation, document workflows - signed and filed in minutes.

Learn More →
📁

Active Case Management

Pipeline Stage 3

Discovery tracking, court date management, settlement processing - complete lifecycle automation.

Learn More →
📊

Performance Analytics

Continuous Optimization

Real-time pipeline metrics, conversion tracking, bottleneck identification - complete visibility.

Learn More →

See Your Pipeline's Revenue Impact

Calculate how pipeline automation transforms your firm's performance

Your Current Metrics

Your Potential Gains

Projected Annual Revenue Increase

$3,000,000

Staff Time Saved Annually

4,500 hours

Total Annual ROI

$3,135,000

Pipeline automation delivers exponential returns across your entire case lifecycle

Is Your Pipeline Running at Peak Performance?

Manual processes slowing your firm down? Losing cases to follow-up delays? Staff overwhelmed with repetitive tasks? Time to optimize your pipeline.

Our free audit identifies bottlenecks and opportunities across your entire case lifecycle pipeline

Custom pipeline optimization blueprint with implementation roadmap
ROI projections based on your current pipeline performance
Transform manual processes into an automated performance pipeline

Build your pipeline to peak performance

Connect Your Entire Tech Stack

We build custom integrations with the legal software you already use and love

From case management to billing, document automation to e-signatures - everything works together seamlessly

Clio
Filevine
PracticePanther
MyCase
Smokeball
Lawmatics
Litify
DocuSign
Adobe
PandaDoc
HelloSign
HotDocs
Lawyaw
Doxly
Westlaw
LexisNexis
Casetext
Fastcase
LawPay
QuickBooks
Xero
Tipalti
Make
Zapier
Airtable
HubSpot
Salesforce
GoHighLevel
Slack
Zoom
Microsoft

Integration Categories

Case Management

Clio
Filevine
PracticePanther
MyCase
+3 more

E-Signatures

DocuSign
Adobe Sign
PandaDoc
HelloSign

Document Automation

HotDocs
Lawyaw
Doxly

Legal Research

Westlaw
LexisNexis
Casetext
Fastcase

Billing & Payments

LawPay
QuickBooks
Xero
Tipalti

Automation Platforms

Make
Zapier
Airtable

CRM & Marketing

HubSpot
Salesforce
GoHighLevel

Communication

Slack
Zoom
Microsoft Teams

Don't See Your Software?

We can integrate with virtually any software that has an API. Our team specializes in creating custom connections for law firms.

100+
Software Integrations
47
Automated Processes
30
Days to Deploy
100%
Custom Solutions

How One PI Firm Built Their Peak Performance Pipeline

From chaos to clarity: How intelligent automation transformed every stage of their case lifecycle.

93%
Less Manual Work
40%
More Cases Acquired
3min
To Signed Retainer

Implementation Results

Complete Pipeline Automation

Built end-to-end automation pipeline from lead capture through case resolution, seamlessly integrated with existing systems

Revenue Growth

40% increase in case acquisition, $150K+ annual revenue increase, from first contact to signed retainer in under 3 minutes

Peak Performance

Sophisticated pipeline automation working invisibly to deliver effortless case management

40% more cases • $150K+ revenue increase • 25 hours/week saved

Read Full Case Study

Firms Achieving Peak Performance

Real results from pipeline transformations

Modern law firms running at operational excellence

"Our pipeline now runs at peak performance. What used to take hours happens in minutes."

Sarah Martinez

Managing Partner

Martinez & Associates

"The pipeline audit revealed bottlenecks we didn't know existed. Immediate ROI."

Michael Chen

Operations Director

Chen Litigation Group

"Finally achieved the operational excellence we've been seeking. True peak performance."

Jennifer Walsh

Senior Partner

Walsh & Partners

Join forward-thinking firms transforming their operations

15+
Hours Saved Weekly
93%
Reduction in Manual Tasks
3x
Faster Client Onboarding

Built by Legal Professionals, for Modern Law Firms

Founded by practicing attorneys who built and tested these pipeline automations in active firm environments. We understand the pain points: duplicate data entry, slow follow-ups, disorganized case management, and staff overwhelmed with repetitive tasks.

Through intelligent automation and custom integrations, we build complete case lifecycle pipelines. The result: more cases captured, staff focused on high-value work, and firms achieving peak performance through operational excellence.

For Your Team

Eliminate repetitive tasks, automate follow-ups, and focus on what matters - serving clients

For Your Cases

From lead to resolution, every stage optimized, tracked, and accelerated through automation

For Your Growth

Capture 40% more cases, reduce operational costs, scale without limits - achieve peak performance