90% Reduction in Administrative Work for Law Firm Through Intake Automation
90%
Reduction in administrative workload
780+
Hours saved per year
25%
Increase in client capacity without new hires
100%
Automated intake and document flow
The system runs quietly in the background and removes almost all manual work from client intake. Our team focuses on legal work, not admin.
Daniel Yaniv, Esq.
Founder (Yaniv & Associates)
Yaniv & Associates is a law firm focused on uncontested divorce cases. To support a growing volume of clients, the firm launched UncontestedDivorce.com to offer a faster and more affordable alternative to traditional divorce proceedings. As demand increased, the firm required a way to handle onboarding, payments, and documentation without increasing administrative staff.
Yaniv & Associates onboarded more than 30 new clients each month. Intake relied on manual steps across multiple systems, including email, payments, contracts, and document storage. This resulted in:
Manual email sending and follow-ups
Manual generation and tracking of retainer agreements
Payment monitoring and overdue follow-ups
Client data spread across disconnected tools
The firm needed a way to remove administrative work while maintaining compliance and client communication standards.
A fully automated client intake system was built around the firm's existing tools. No software replacements were required. The system connects:
Clio Manage
Typeform
PandaDoc
SMS and email
Box
Payment processing systems
How it works:
- A new client is created in Clio Manage using name and email only
- Automated workflows trigger immediately
- Personalized welcome emails are sent
- Retainer agreements are generated and sent for signature
- Payment links are issued automatically with follow-ups scheduled
- Signed documents are stored securely in Box
- Clients receive email and SMS updates throughout the process
- Workflows adapt based on jurisdiction (New York or New Jersey) to ensure correct legal handling
- All actions occur automatically without staff involvement
The automation produced measurable results within weeks.
90% reduction in administrative work, saving over 780 hours per year
25% increase in client capacity without hiring additional staff
Faster and more reliable payments through automated reminders
Consistent client communication from intake to completion
Centralized and accurate records across all systems
Staff time shifted from administrative tasks to legal work
With intake automation in place, Yaniv & Associates is positioned to:
Support higher client volumes without staffing changes
Extend automation to additional legal workflows
Maintain consistent onboarding quality across jurisdictions
Scale digital services without operational strain
The firm now operates with predictable intake, consistent documentation, and minimal administrative overhead.
If you're a founder who's drowning in operational work that shouldn't require your attention, let's talk.
Discovery calls are free. But they're not for everyone. We work with companies that have at least 50 employees and are ready to invest $10K+ to solve real operational constraints.