Automation for SSDI & bankruptcy firms
We automate the busywork your firm runs on.
Intake, records requests, document chasing, deadline tracking. High-volume consumer-law firms drown in repeatable work. We build the automations that handle it, with the tools you already use.
The audit is free. In 45 minutes we map where your team loses hours to manual work and rank what’s worth automating, then build the first one free.
How it works
Start free. See it work. Then scale.
No big commitment up front. We prove the value in your own firm before you spend a dollar.
Free automation audit
We map your workflows and hand you a ranked automation roadmap. Costs you nothing, and it’s yours to keep.
First build, free
We build your first automation at no cost, so it pays for itself before we charge you.
Run & scale
We keep it running and work through the rest of your roadmap, one automation at a time.
What we automate
The repetitive work eating your team’s day
Automations for the work that fills your team’s day: intake, records, follow-ups, deadlines.
Client intake & consult booking
Capture every inquiry, qualify it, book the consult, and send the intake packet, automatically. No lead slips through.
Records retrieval & chasing
Request medical and financial records, track what's outstanding, and follow up automatically until the file is complete.
Missing-document alerts
Know what every case needs. Flag the gaps and nudge clients automatically so files don't stall.
Deadline & hearing reminders
Never miss an SSA deadline, a disability hearing, or a 341 meeting. Staff and clients get reminded on time, every time.
Case status updates
Auto-notify clients at each milestone and cut the "what's happening with my case?" calls.
Data extraction & reporting
Pull key fields from filings and records into your system or a clean, filterable report.
Track record
Not our first automation
“Sage did incredible work helping us streamline our systems automations. He was sharp, proactive, and always quick to communicate. He went above and beyond, solving complex challenges that made a huge difference for our operations.”
“Sage has been excellent to work with. We made adjustments and additions along the way, and he handled all of them for a successful project. I would recommend him to others and hire him again for future projects.”
How we handle your data
Built for firms with a duty of confidentiality
You have ethical obligations to your clients. We’re built to respect them, not to become a new risk.
NDA-ready
We sign your confidentiality agreement before we touch anything.
Built inside your systems
Automations run inside your own systems: your case manager, email, calendar, and cloud storage. Your data stays where it already lives.
Never used to train AI
Your files and client data are never used to train models, ever.
Least-privilege access
We take only the access a job needs, and you can revoke it at any time.
Questions
Before you book
What exactly is the free audit?
A 45-minute working session. We map where your team spends time on manual, repeatable work and hand you a ranked list of what's worth automating. No obligation, and you keep the roadmap either way.
You really build the first automation for free?
Yes. We build the top item from your roadmap at no cost, so you see real results in your own firm before you ever pay us.
How do you handle our clients' confidential data?
We sign your NDA, build inside your own systems so data never leaves your environment, take least-privilege access you can revoke anytime, and never use your files to train AI.
What tools do you work with?
Whatever your firm already runs: your case-management software, email and calendar (Google Workspace or Microsoft 365), document storage, and your intake and phone systems. We build around your existing tools, so you don't switch anything unless absolutely necessary.
How long until something is live?
Most initial automations are running within a couple of weeks of the audit, depending on scope.
What does it cost after the free build?
It depends on what you want automated next. We'll walk through the options on the call. No pressure, no obligation.
Book your free automation audit
45 minutes. We’ll map your firm’s biggest time sinks and show you exactly what’s worth automating. The roadmap is yours forever.
Book your free audit →