Client intake
A prospective client submits one form. W!FE routes it for conflict review, notifies the right attorney, sends the engagement letter for signature, and opens the matter checklist the moment it comes back signed.
For law firms
Workflow automation for law firms.
Intake, conflict checks, engagement letters, document collection, and deadline reminders follow the same steps on every matter. W!FE runs those steps the same way every time, and keeps a record your firm can stand behind.
Microsoft 365
Outlook / Exchange
Teams
Client intake forms
E-signature platforms
Practice management
SQL
Schedules
Any REST API +
Legal workflows that run themselves
Automate the steps between people.
The lawyering stays with your attorneys. The routing, reminding, collecting, and confirming moves to workflows.
Document collection
Request the documents a matter needs, chase the ones that have not arrived on a schedule instead of by memory, and confirm receipt to the client automatically.
Deadline and status reminders
Key dates trigger reminders to the responsible attorney and paralegal, escalate if unacknowledged, and log that the reminder went out and who saw it.
Matter checklists
Every matter type gets its standard steps: filings, notices, client updates. W!FE tracks which step each matter is on and who owns the next one.
Client status updates
Scheduled workflows send matter status summaries to clients on a set cadence, so clients stop calling to ask and staff stop drafting the same email.
Billing follow-through
Invoice reminders, retainer replenishment requests, and trust threshold alerts run on schedules with an approval step before anything client-facing goes out.
Why law firms choose W!FE
Every step logged.
Nothing skipped.
Law firms run on process and proof. W!FE keeps a step-by-step run history for every intake, reminder, and request, so you can show exactly what happened and when.
Plan your first workflow01
Approvals where they matter. Client-facing steps pause for attorney sign-off and resume on approval.
02
Works with your systems. Microsoft 365, your practice management platform, and any tool with a REST API.
03
Operated for you. Braintek builds and maintains the workflows. Your staff uses forms and gets results.
Common questions
Law firm automation, answered.
Does W!FE integrate with our practice management software?
If your platform exposes a REST API, which most modern practice management systems do, W!FE can read from it and write to it through the custom API connector. Braintek maps the integration during setup, so your team never touches an API.
Is client data secure?
Each firm runs in a dedicated W!FE environment. Data moves directly between your systems over authenticated APIs, access is controlled through your Microsoft 365 sign-in, and every workflow run is logged.
Do attorneys have to learn new software?
No. Staff interact with W!FE through simple forms, email, and Teams notifications. The workflows run behind the scenes in the systems your firm already uses.
What should a firm automate first?
Client intake is usually first: it is high volume, the steps are consistent, and missed handoffs are expensive. Document collection and deadline reminders typically follow.
Start with one process
Stop chasing the same steps on every matter.
Show us the repetitive work. We will map the first workflow with you.