Today
Phone tag and email chains for every new client
With Upforge
Automated intake that pre-populates your PM system
Built for Legal & Law Firms
We build client portals, intake automation, and document workflows for law firms. The software plugs into your practice management system or replaces the parts of it that don't work. That might be a multi-step intake form or a full case dashboard with Clio and MyCase sync, built around how your firm runs. We also design and build the firm's marketing site.
Our work · The Heinrich Firm, built by Upforge
That's a 33% utilization rate, per Clio's Legal Trends data. The rest of the day disappears into intake, admin, and follow-up, and software should be doing that work. (Clio, 2026)
Clio's 2024 secret-shopper test emailed 500 firms: two-thirds never replied, and only 40% answered the phone. The firm that responds first is usually the firm that signs the client. (Clio Legal Trends Report, 2024)
Clio estimates 81% of legal secretaries' and admin assistants' tasks are automatable, and 74% of small firms already call admin drag a significant challenge, per Thomson Reuters. That's payroll you can get back. (Clio Legal Trends Report, 2024)
Today
Phone tag and email chains for every new client
With Upforge
Automated intake that pre-populates your PM system
Today
Documents scattered across drives and inboxes
With Upforge
One secure portal to upload, e-sign, and track status
Today
Partners checking three tools to see case status
With Upforge
A single dashboard for every matter
Clients fill out intake forms, upload documents, and e-sign, and all of it feeds straight into your case management. We build multi-step flows that change with the case type, with automatic data validation and duplicate detection. Everything syncs to Clio, MyCase, or your PM system in real time, so your staff stops re-entering the same information into three different systems.
Learn more about Client Portals & Intake AutomationPartners get one view of matter status, deadlines, documents, and team notes. It connects to Clio, MyCase, or a custom build. Dashboards are role-based, so associates, partners, and paralegals each see what they need. Filters, search, and calendar views keep every matter visible without switching tools, and updates in your PM system show up on the dashboard instantly.
Learn more about Case Dashboards & IntegrationsTemplates, auto-fill, and routing rules cut hours off repetitive document prep, with approval workflows, version control, and audit trails built in. We set up clause libraries and merge-field templates that fill in from intake data automatically. Routing rules send each document to the right reviewer based on matter type and urgency. Your team spends its time on legal strategy instead of formatting engagement letters.
Learn more about Document & Workflow AutomationMarketing sites, custom platforms, and AI workflows, all built by one team for your industry.
The free audit checks your website the way your legal & law firms customers experience it (speed, mobile, accessibility, and search visibility) and puts what's worth fixing in writing. It's automated and free, and the report is specific about what it finds.
Clients complete forms, upload documents and sign from their own device.
Approved intake details can populate the systems your team uses.
We map repeated data entry before deciding what to automate.
Measure starts, submissions and handoffs to find where clients get stuck.
Tell us where the hours are going, and we’ll show you what a system built for your operation looks like, with a fixed price before any work starts.