Conversify Labs

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Introducing Technology Consulting & Expertise for Your Legal Practice

Turn Tedious Into Efficient

We automate the boring, mundane parts of your workflow, so you can focus on your clients.

How Can We Help You?

Digital Adoption Expertise for Law Firms

1) Get $15,000 in government grants for digital transformation

The Canada Digital Adoption provides businesses with $15,000 in grants to hire certified advisors (us!) to help you plan your business’s technology adoption.

Conversify Labs is the only CDAP provider specializing in law firms, providing end-to-end service and expertise for leveraging the grant to upgrade your firm’s digital maturity and adoption.

How Does It Work?

If your business:

  • is Canadian-owned
  • is for-profit
  • has 1 to 499 employees
  • has had at least $500,000 in annual revenue in 1 of the last 3 years,

 

Then you receive $15,000 from the government to hire us for building your digital strategy and adoption plans. In addition, get $50-100k in interest-free loans to implement our digital solution plans for your business.

I Want To Learn More

Get Rid Of Manual Processes

2) We Create custom automation solutions that work for you

Ever feel that your law firm’s technology stack is fragmented? Do you find yourself repeating the same manual processes for client intake, document creation, scheduling, billing and more?

Our automation expertise allows us to design and build custom integrations based on your firm’s existing processes and tools.

See Example Use Cases

Explore Real Use Cases

Problem

Emily, an associate at a law firm, often struggles with finding and organizing case-related documents. The firm's current document management system is outdated, and searching for specific documents can be time-consuming and frustrating. Emily is looking for a more efficient and user-friendly document management solution.

Solution

Conversify Labs designs a custom document management system that leverages market software like iManage and API integrations to create a centralized, searchable repository for all case-related documents. The solution integrates with the firm's practice management system, MyCase, to automate document categorization and indexing. This allows Emily to quickly find the files she needs, improving efficiency and reducing time spent searching for documents.

Problem

Laura, a paralegal at a law firm, spends a significant amount of time each week creating and editing documents for various cases. She needs to customize each document with client-specific information, which is a tedious and error-prone process. Laura wonders if there's a more efficient way to generate these documents without sacrificing accuracy.

Solution

Conversify Labs develops a custom document automation solution that integrates with the law firm's existing case management system. By leveraging API integrations and low-code/no-code platforms, the solution auto-populates templates with client-specific data, reducing manual input and human errors. Laura can now generate accurate, personalized documents in minutes, saving time and boosting productivity.

Problem

James, a law firm's accountant, is responsible for generating invoices and tracking payments from clients. This process is labor-intensive and involves manual data entry, calculation of billable hours, and sending reminders for overdue invoices. James is looking for a way to simplify billing and improve cash flow management.

Solution

Conversify Labs develops a custom billing automation solution that integrates with the law firm's time-tracking and accounting software. The solution uses API integrations and low-code/no-code tools to automatically generate invoices based on billable hours, apply relevant fees and discounts, and send reminders for overdue payments. This streamlines the billing process, reduces manual errors, and helps the firm maintain a healthy cash flow.

Problem

Jane, a partner at a law firm, wants to grow her client base by targeting individuals who have recently started new businesses. She believes these entrepreneurs may need legal assistance in areas such as business registration, contracts, and intellectual property. However, she is unsure how to identify and reach out to these potential clients in an efficient and non-intrusive manner.

Solution

Conversify Labs develops a custom lead generation solution that integrates with LinkedIn's Sales Navigator API to identify newly registered business owners in Jane's target geographic area. By leveraging automation platforms, the solution automatically adds these leads to a CRM system like HubSpot or Salesforce and triggers a personalized email campaign using an email marketing tool like Mailchimp or ActiveCampaign. This allows Jane to connect with potential clients in a targeted, timely, and professional manner.

Problem

Martin, an attorney, has to perform conflict checks for every new client to ensure there are no potential conflicts of interest. This manual process requires searching multiple databases, cross-referencing client lists, and analyzing previous engagements, which can be time-consuming and inefficient. Martin is looking for a streamlined solution to make conflict checks more accurate and efficient.

Solution

Conversify Labs designs a custom conflict check solution that automates the entire process. By integrating with the law firm's databases and using API connections to practice management software like Clio or MyCase, the system automatically cross-references potential clients against existing and past clients, flagging any potential conflicts. The solution significantly reduces the time spent on conflict checks and minimizes the risk of overlooking conflicts of interest.

Problem

Samantha, a law firm's office manager, struggles with managing client intake. The process involves manually inputting client data into multiple systems and sending follow-up emails, which can be time-consuming and error-prone. Samantha is searching for a way to streamline client intake and improve data accuracy.

Solution

Conversify Labs creates a custom client intake automation solution that integrates with the law firm's existing software, such as Clio. The solution utilizes API integrations with form builders like JotForm to automatically capture client data from intake forms and populate it into the relevant systems. The solution also integrates with email automation tools like Mailchimp to automate follow-up email communication, ensuring a seamless onboarding experience for clients and reducing manual data entry errors.

Features & Highlights

Free Consultation

Book a hassle-free, no-obligation call with us to assess how we can help your firm. We only offer solutions if they make sense for your indvidual firm.

Customized Solutions

We design bespoke solutions that work seamlessly with your existing legal software and tools, complimented with expert training to help you succeed.

Comprehensive Integration

Our service integrates effortlessly with popular CMS platforms like Clio, MyCase, and LexisNexis, as well as cloud storage providers such as Google Drive and Dropbox.

​Efficient Automation

We automate time-consuming tasks within the tools you already use, saving you time and increasing productivity.

No-Code Solutions

We create and deliver user-friendly, no-code solutions that require no technical expertise, making it easy for you and your team to adopt and use our service.

Dedicated Support

Our team is always available to provide exceptional support, troubleshooting, and updates, ensuring a smooth experience and continuous improvement for your custom solution.

Our 3 Step Process

Step 1

Free Consultation

Discover how Conversify Labs can transform your law firm's operations with a complimentary, no-obligation consultation tailored to your specific needs.

Step 2

Personalized Implementation

Experience seamless integration of custom automation solutions, expertly designed and implemented to align with your law firm's unique requirements and goals.

Step 3

Ongoing Support

Enjoy peace of mind knowing our dedicated team of professionals is available to provide continuous support, ensuring your firm's automation systems remain up-to-date and optimized for success.

Frequently Asked Questions

What if I'm not sure whether a particular task can be automated?

We understand that you might not be certain about the potential for automation in your workflow. During our initial consultation, we will discuss your processes and pain points, identifying opportunities for automation and efficiency improvements. Our goal is to provide you with a custom solution that addresses your specific needs and challenges.

How secure is your service, and how do you protect my sensitive client data?

Our service is designed with security in mind, and we follow industry best practices to ensure your data is protected. We use encryption during data transmission and storage and regularly review and update our security measures to provide the highest level of protection.

Can your solution handle high volumes of data and multiple users?

Yes, our solution is designed to scale and adapt to your firm’s needs, whether you have a small team or a growing practice. It can easily handle high volumes of data and multiple users, ensuring seamless and efficient workflow for your entire team.

How long does it take to implement a custom solution for my law firm?

The implementation time for a custom solution depends on the complexity of your needs and the level of customization required. Typically, we can deliver a solution within a few weeks, but the exact timeline will be determined during the initial consultation and will be communicated to you before we begin work.

How does the beta testing phase work, and what benefits do I get by joining?

By joining our beta testing phase, you’ll have early access to our innovative solution and the opportunity to provide valuable feedback to help us improve and refine our offering. In exchange for your participation, you’ll receive exclusive discounts and priority support.

How do you ensure ongoing support and updates for my custom solution?

We are committed to providing exceptional support and continuous updates for your custom solution. Our team will be on standby to assist with troubleshooting, and we will work with you to incorporate any updates or additional features as your needs evolve. We understand the importance of a reliable, responsive service and are dedicated to ensuring your satisfaction.

Partners & Affiliates

Supported by Canada’s leading universities and industry partners

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