Plain-language answers, with the tools behind them.

When you add a new client to your system, this workflow automatically sends them a fee agreement form (a document outlining your billing terms) through Cognito Forms. Once they sign and submit it, the workflow saves the signed copy to Notion and creates a billing record in QuickBooks Online. No signed agreement means no work starts — and this makes sure nothing slips through.

This workflow pulls your accounts receivable (money clients owe you) data from QuickBooks Online into Metabase (a reporting tool) and breaks it down by practice area — litigation, family law, estate planning, and so on. You see exactly where money is stuck and how old each balance is. No more digging through reports to find out who owes what.

This workflow scans your matter list every week and flags any open matter that has logged time but no invoice sent in the last 30 days. It creates a task in Todoist so someone on your team follows up before the billing window gets too stale. Law firms lose real money on unbilled work — this stops that leak.

When a retainer renewal date hits, this workflow sends your client an email with a direct payment link — no chasing required. You set the retainer amount and renewal schedule once in a spreadsheet or database, and the automation handles the rest. Clients pay faster because the link is right in front of them.

When you log time on a legal matter in your practice management tool, this workflow automatically builds a draft invoice in QuickBooks Online. It pulls the matter name, hourly rate, and time entries so you never miss a billable hour. You review and send — the system does the math.

When a contact's details change in your CRM, Make automatically updates their profile in Respond.io (your team's customer messaging hub) so your support staff always see the right name, email, and notes. No more telling two different tools the same thing.

When someone registers for your event on Eventbrite, Make grabs their name, email, and company and drops them straight into your CRM as a new contact. You stop manually exporting attendee lists and importing them somewhere else.

When you mark a deal as closed-won in your CRM, Make instantly creates a matching customer record in QuickBooks Online. You never have to retype a billing address or email again just because a deal crossed the finish line.

Every time a new contact lands in your CRM, Make automatically creates a matching page in Notion (your team's shared workspace) with all their details pre-filled. Your team sees the customer info right where they do their work — no copy-paste needed.