A tiny automation agency serving small law firms

How it works

Step by step

1. 1Learn Zapier, Make (formerly Integromat) and one document-assembly tool (Documate or Gavel) at a build-anything level. Ship 5 personal automations first.
2. 2Study the 3 tools small law firms actually use: Clio, MyCase, and PracticePanther. Read their API docs and quirks.
3. 3Pick one practice area (family, estate, PI, immigration) and one metro. Narrowness sells consulting.
4. 4Build a list of 100 small firms (1-10 attorneys) from state bar directories, Avvo, and local Google Maps. Add name, firm size and practice area to a spreadsheet.
5. 5Cold-email in batches of 10/day with a plain-text pitch offering a free 30-minute 'intake automation audit'. Follow up twice, 5 days apart.
6. 6On each audit call, ask 5 questions: intake process, document assembly, calendaring, invoicing, client updates. Screenshot every manual step.
7. 7Convert the first 2 firms into monthly retainers ($1.5-2k/month). Scope in writing: '2 active automations at a time, unlimited small fixes, 1 monthly review call'.
8. 8Sign a written HIPAA-adjacent confidentiality agreement and use SOC-2 compliant tools when handling client data. Never store PII in Zapier's built-in tables.
9. 9After 3 retainers, identify the top 3 workflows you keep rebuilding (intake, engagement letter, calendar sync). Productize each as a $2,500 flat-fee install.
10. 10Raise retainers by $500 every 6 months on new clients. Grandfather existing ones for 12 months to preserve trust.

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