Legal Services

About

Law firms juggle case management, client communication, document handling, compliance, and billing, often across too many disconnected tools. The results? Lost time, human error, and unnecessary costs.

Proprium helps law firms, solo practitioners, and legal service providers streamline their operations through worklow automation, legal tech consulting, and no-code software implementation.

From client intake and case tracking to document management and billing automation, we design systems that make your practice more efficient and your team more effective.

What We Do For Legal Services

We address the operational challenges legal services face daily:

• Manual client onboarding and intake forms

• Disorganized case files across multiple platforms

• Time-consuming billing and invoice reminders

• Bottlenecks in compliance workflows and approvals

• Lack of dashboards or reporting for partners and clients

We turn these into reliable, automated workflows that free up more time for client work and case strategy.

Core Services

Consulting & Strategy

We'll audit your processes, identify risks, and map out more efficient workflows tailored to legal operations.

Digital Transformation

Implement legal-friendly systems like SmartSuite, ClickUp, or Airtable to centralize case management and improve visibility.

Operations & Automation

Automate document templates, client intake, and billing reminders to save time and reduce manual errors.

Maintenance & Support

We'll keep your systems secure, updated, and optimized so they remain reliable as your practice grow.

Workshops & Training

Onboard staff quickly and ensure successful adoption of new tools with guided training.

Programs & Community

Join our Proprium Digital Network to access legal workflow templates and expert insights.

Software We Specialize In

Legal practices need case management, compliance, and secure client communication. We help you implement and optimize.

Creative project management, dashboards, and resource planning to keep your team aligned and projects on track.

A complete solution for CRM, proposals, and client onboarding, all in one place for smoother client management.

Manage your sales pipeline, automate marketing, and track leads from first touch to closed deal.

Flexible campaign database, content calendars, and reporting that adapt to your marketing workflows.

Automate tasks between thousands of apps, like CRMs, email platforms and project management tools without coding.

Create advanced automations with visual workflows that connect apps, streamline data, and cut down manual work.

We also support Canva, Miro, Notion, SocialPilot, Pipedrive, CloseCRM, Typeform, and more, helping you build a fully connected tool stack.

Streamlined client communication, invoicing, and portal setup to make client collaboration simple and transparent.

Case Studies

Examples of transformations relevant to legal operations.

Window Installation Company

SmartSuite + Xero

We implemented SmartSuite for CRM and project tracking, integrated Xero for finance, and automated scheduling with Google Calendar, replacing paper-based tracking with digital workflows.

Marketing Agency

ClickUp Implementation

We replaced a patchwork of tools with a single ClickUp workspace for workload tracking, dashboards, client visibility, and internal goal setting.