Question 1

What does FullSpec actually do for a legal practice?

Accepted Answer

FullSpec maps the manual processes your team handles every day, then builds automations to run them in the background. For legal practices, that includes processes like billing and WIP to invoice, which teams report saving over 330 hours a month on, and document generation and assembly, where firms save around 80 hours a month. The goal is to give your team back time that is currently spent on repetitive, low-judgment work.

Question 2

Which legal practice processes can be automated with FullSpec?

Accepted Answer

The most common processes mapped for legal practices include billing and WIP to invoice, time capture and billable hours, trust and client account management, and matter intake with conflict checks and KYC. Document generation and assembly, client updates and matter status, and receivables and invoice chasing are also strong candidates once the core billing and intake workflows are running. These are the most common starting points for legal practices working with FullSpec.

Question 3

How do legal practices typically get started with FullSpec?

Accepted Answer

You start with a free discovery session where FullSpec walks through your current workflows and identifies where manual work is creating the most friction. Matter intake, conflict checks, and KYC is a frequent entry point because it touches multiple people and steps before a client file is even opened. From there, FullSpec maps the process and builds the automation around the tools your team already uses.

Question 4

What tools does FullSpec work with for legal practices?

Accepted Answer

FullSpec works with the tools legal practices already have in place, including Clio, QuickBooks Online, DocuSign, Google Drive, and Adobe Acrobat Sign. Your existing stack does not need to change, and FullSpec does not replace any of these tools. FullSpec works with any tool that has API access, so if your stack looks different, the automation adapts.

Question 5

What does it mean to map a process?

Accepted Answer

You describe how a process works in your business today. FullSpec breaks it into steps, identifies where time is lost, and shows you exactly which parts can be automated.

Question 6

What do I walk away with?

Accepted Answer

A complete build plan for your automation, including a visual process map, ROI estimate, delivery timeline, and everything a developer or no-code builder needs to build it. No cost, no obligation.

Legal Practices lose 39+ hours a month to work that should run itself

What manual work is costing Legal Practices every month

Where the hours go

The best Legal Practices processes to automate first

Matter Management

Matter Intake, Conflict Checks & KYC

Court Date & Deadline Docketing

Client Updates & Matter Status

Discovery & Document Request Management

Matter Opening & File Setup

Deposition Scheduling & Coordination

Billing & Trust

Time Capture & Billable Hours

Billing & WIP to Invoice

Trust / Client Account Management

Receivables & Invoice Chasing

Pre-Bill Review & Edit Workflow

Three-Way Trust Reconciliation

Client Intake

Client & Document Collection

Client Communication & Update Workflow

Client Intake Form & Screening

Engagement Letter & Retainer Agreement

Retainer Replenishment & Trust Top-Up Requests

Referral Tracking & Follow-Up

Document Management

Document Generation & Assembly

Court Filing & Service of Process

Contract Review Intake & Assignment

Deadline-Driven Document Production

Privilege Log Generation

E-Signature Collection & Tracking

Entity & Transactional

Real Estate Closing Checklists

Annual Entity Filings for Corporate Clients

Corporate Minute Book Maintenance

Title Search Ordering & Tracking

Compliance & Ethics

AML & Source of Funds Checks

Continuing Legal Education Tracking

IOLTA Compliance Reporting

Client File Retention & Destruction Scheduling

Malpractice Insurance Renewal

Conflict Waiver Letter Generation

Automate your work across the apps you already use

The most popular automations for Legal Practices

Common questions

Ready to automate your first Legal Practices process?