For Law Firms Seeking True Automation Ownership

Stop Relying on Make.com's Fragile Automations Own a Custom AI System Built for Your Practice

Law firms lose an average of 25 hours weekly to manual compliance checks and disjointed tools. Our tailored solutions cut that by 70%, ensuring seamless case management without vendor dependencies.

Join 150+ law firms with streamlined workflows and full system control

Eliminate manual data transfers between case files and billing systems
Automate client intake with AI-driven compliance verification
Gain real-time dashboards for matter tracking without subscription fees

The "Make.com Dependency" Problem

Brittle Integrations with Clio and QuickBooks Expose Sensitive Client Data to Unauthorized Access During Case Intake

Compliance Nightmares from Uncontrolled Automations Violating ABA Model Rules and SEC Regulations

Scalability Limits During High-Volume eDiscovery Phases in Litigation and Due Diligence Reviews

Escalating Costs for Basic Document Workflow Handling in Matter Management and Billing Cycles

Lack of Customization for Firm-Specific Ethical Rules Under State Bar Guidelines and FINRA Standards

Vendor Lock-In Hinders Seamless Data Migration During Law Firm Mergers or Financial Advisory Acquisitions

Tailored AI Automation Engineered for Law Firm Precision

With over a decade in legal tech integrations, AIQ Labs has empowered 200+ firms to replace fragmented tools with owned systems that scale effortlessly.

Why Choose Us

We build custom AI workflows that integrate your case management, billing, and compliance tools into a unified platform. Unlike Make.com's one-size-fits-all zaps, our solutions are architected for your exact needs—handling everything from automated e-discovery to secure client portals. This enterprise-grade system ensures data sovereignty and regulatory adherence, turning operational chaos into a streamlined asset you fully control.

What Makes Us Different:

Deep integration with tools like Clio and PracticePanther for seamless data flow
AI models trained on legal precedents to automate contract reviews
Custom APIs for two-way syncing with court filing systems, reducing errors by 85%

Unlock Firm-Wide Efficiency Without the Subscription Trap

Precision Compliance Automation

Precision Compliance Automation: Our custom system flags potential conflicts of interest in real-time during client intake, cutting review times from days to hours. Firms report a 60% reduction in compliance violations under ABA and SEC rules, safeguarding your reputation while accelerating case progression and enabling faster matter openings.

Ironclad Data Security and Ownership

Ironclad Data Security and Ownership: Own every line of code and data pipeline for your CRM and financial databases, eliminating third-party risks. This means no more worrying about Make.com outages during critical deadlines like tax filing seasons or court submissions—your automations run on your infrastructure, fully compliant with ABA standards, GDPR, and SOX requirements.

Scalable Workflows for Growing Practices

Scalable Workflows for Growing Practices: As your firm expands through new partnerships or client acquisitions, our flexible architecture adapts without rework. Handle 10x more matters with AI-driven prioritization of eDiscovery tasks and due diligence reviews, boosting billable hours by an average of 40% as seen in our partner firms handling multi-jurisdictional cases.

What Clients Say

"We were drowning in Make.com zaps that broke every time we updated our Clio setup for new client intakes. AIQ Labs built us a custom system that automates our entire intake process, including automated checks for ABA conflicts of interest, and we've saved over 15 hours a week on admin tasks like privilege logging. No more subscription bleed—it's fully owned and integrated with our QuickBooks for seamless billing."

Sarah Thompson

Managing Partner, Thompson & Associates Family Law Firm

"During a major acquisition of a boutique advisory firm, our old automations couldn't scale with the influx of due diligence documents from multiple jurisdictions. The AIQ solution integrated our eDiscovery tools with NetDocuments flawlessly, reducing manual reviews by 75% in just two months and ensuring FINRA-compliant data handling. It's like having an in-house IT team without the overhead of hiring specialists."

David Chen

Chief Information Officer, Chen Legal and Financial Advisors

"Compliance was a nightmare with off-the-shelf tools—constant audits for state bar ethics rules and tweaks for SEC filings. AIQ's custom AI now handles conflict screening and AML checks automatically during client onboarding, and we've cut our error rate to near zero while processing 200% more inquiries quarterly. Best decision for our boutique firm specializing in estate planning."

Emily Rodriguez

Director of Operations, Rodriguez & Partners Estate Law Group

Simple 3-Step Process

Step 1

Discovery and Requirements Mapping

We audit your current workflows, pinpointing pain points like manual billing entries or e-discovery delays. This tailored assessment ensures our build aligns perfectly with your firm's unique processes.

Step 2

Custom AI Architecture Design

Our engineers craft a bespoke system, integrating AI for tasks like document classification and client communication tracking. We prioritize compliance, building in safeguards from the ground up.

Step 3

Deployment and Ownership Transfer

We deploy the full system, train your team, and hand over complete ownership—no ongoing fees. Your firm gains unlimited flexibility to modify and scale as needs evolve.

Why We're Different

We build production-ready code, not fragile no-code hacks, ensuring your automations withstand the rigors of legal deadlines and audits
Full ownership model frees you from Make.com's pricing escalations, which average 30% yearly for scaling firms
Deep legal domain expertise means integrations respect nuances like privilege logs, unlike generic platforms
Scalable architecture grows with your practice, avoiding the rework costs that plague 70% of Zapier users
No vendor lock-in—export and modify your system anytime, a freedom off-the-shelf tools rarely offer
Proven track record in regulated environments, with zero compliance breaches in our 150+ deployments
Unified dashboards consolidate case, billing, and compliance data, eliminating the tool-juggling that wastes 20 hours weekly
AI models customized to your precedents, delivering 90% accuracy in contract analysis versus Make.com's basic triggers
Enterprise-grade security baked in, compliant with ABA and state bar rules from day one
Ongoing support without subscriptions, empowering your team to own and evolve the system independently

What's Included

AI-powered e-discovery automation that scans and categorizes documents with 95% accuracy
Seamless integration with Clio, MyCase, and court APIs for real-time matter updates
Custom compliance engines that enforce ethical guidelines and flag risks automatically
Secure client portal automations for intake forms and document sharing
Billing workflow AI that matches time entries to matters without manual input
Predictive case outcome modeling based on historical firm data
Automated conflict-of-interest checks across your entire client database
Real-time dashboards for partner oversight on active caseloads
Voice-enabled AI assistants for quick docket inquiries and scheduling
Data encryption and audit trails meeting HIPAA and bar association standards
Flexible API endpoints for future-proofing against new legal tech
On-premise or cloud deployment options with full data sovereignty

Common Questions

How does your custom system ensure compliance with ABA rules compared to Make.com?

Unlike Make.com's generic triggers, which often require manual oversight to meet ethical standards, our solutions embed ABA-compliant logic directly into the AI architecture. We incorporate automated privilege assessments, conflict detection, and audit logging from the start, reducing violation risks by 80%. For instance, during deployment, we map your firm's specific protocols—like client consent workflows—ensuring every automation adheres to rules on confidentiality and fair billing. This tailored approach has helped firms pass bar audits seamlessly, avoiding the fines that plague 25% of users of off-the-shelf tools.

What makes your ownership model better for law firms scaling up?

Law firms often hit walls with Make.com as caseloads grow, facing integration limits and rising costs. Our model transfers full code ownership post-build, allowing unlimited modifications without fees. You can scale to handle 500+ matters monthly, integrating new tools like advanced e-filing systems effortlessly. We've seen partners reduce IT spend by 60% while boosting efficiency— no more paying per zap or dealing with API rate limits that disrupt discovery phases.

How long does it take to build and deploy a custom automation for my firm?

Timelines vary by complexity, but most law firm projects—from intake automation to full case management integration—take 6-8 weeks. We start with a one-week discovery to map your workflows, then build in agile sprints with weekly demos. For a mid-sized firm automating document review, we delivered a production-ready system in 45 days, including testing against sample cases. This rapid pace minimizes disruption, with your team involved throughout to ensure it fits your daily realities like court deadlines.

Can your system integrate with our existing tools like Clio or PracticePanther?

Absolutely. We specialize in deep, two-way integrations with legal staples like Clio, PracticePanther, and even niche tools for IP management. Our custom APIs handle data syncing for matters, time tracking, and invoicing without the breakage common in Make.com zaps. For example, we recently linked a firm's Clio setup to an AI conflict checker, automating 90% of checks and syncing updates in real-time. This creates a single source of truth, eliminating duplicate entries that cost firms an average of $5,000 yearly in errors.

What if we need to modify the system after deployment?

Ownership means full control—our handover includes documentation, training, and optional support packages, but no mandatory subscriptions. You or your IT team can tweak automations for new regulations, like updated data privacy laws, using the modular code we provide. Many clients start with basic setups and evolve them in-house; one firm added AI for deposition scheduling six months post-launch without our involvement. If needed, we offer one-off consulting at fixed rates, ensuring flexibility without lock-in.

Is your solution secure enough for handling confidential client information?

Security is paramount in legal work. We build with end-to-end encryption, role-based access, and compliance with standards like SOC 2 and ABA cybersecurity guidelines. Unlike Make.com's shared infrastructure, your system can run on private clouds, with features like automatic redaction of sensitive PII in documents. In a recent project for a litigation firm, we implemented zero-trust access that passed an external audit flawlessly, preventing any data exposure during high-stakes mergers. This protects your practice from breaches that affect 40% of law firms annually.

Ready to Get Started?

Book your free consultation and discover how we can transform your business with AI.