Automate everyday legal workflows





LegalMate works with you to create bespoke automation for your law firm.
Join the growing list of law firms automating their workflows

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“LegalMate made it very easy to give better options to our clients to create an everyone-wins scenario - I would highly recommend working with LegalMate!
Josh Schachnow
Mirbaha Schachnow LLP

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Limitless opportunity

LegalMate is not limited to generic automation platforms like Zapier,, and We use a mix of existing tools and our own proprietary software to fit your firm's needs perfectly.

Works with your existing legal tools

LegalMate works with any legal and general business software you use for your firm including Office 365, Outlook, Clio, Gmail, Dropbox, MyCase, Box, Lexreception, LawMatics, NetDocuments, and more.

Any capability.
Any workflow. Any time.

LegalMate is not limited to generic automation platforms like Zapier,, and We use a mix of existing tools and our own proprietary software to fit your firm's needs perfectly.

How it works


We learn your work flow

We work with your law firm to learn about your case work flow.


We build your workflow

We develop your work flows right inside your legal software.


We launch your automation

We sequentially launch automations across all your case types inside your legal software.


Green Card Automation

A new Green Card matter is created in Clio
A new folder structure is automatically created in OneDrive for the Green Card matter
Green Card documents are then detected in OneDrive and an email to the client is sent out
A new event entry in Clio Calendar after the email to the client is delivered
797 receipt notice detected inside OneDrive
If 797 hasn’t been detected within 1 month after submission
An email is sent to the client about thier submission statusA reminder email is sent internally to check up on submission
When 797 notice is detected a status update email is automatically sent to the client
A new event entry is created in Clio Calendar for 797 notice
Receipt notice task is marked completed
A new task for Biometric Appt is created
When a 797 notice detected inside OneDrive, automatically extract applicant # and input into Clio
When 797 Notice is detected, automatically send an status update to the client

Discover your workflow.

Green Card

  • Automated case information gathering from clients via Clio Grow
  • USCIS status monitoring for instant client status updates via Clio
  • Interview appointment reminders for you client
  • Automated follow-up process for expiration renewals and citizenship


  • Chap. 7 notice of commencement automation via Pacer Dockets
  • 341 Call calendaring and client communications automation
  • Chap. 7 Trustee Report of No Distribution Automation
  • Notice of Proposed Abandonment Automation

Conflict Check

  • Automated Conflict of Interest Check
  • Automatically Search Your Clio Grow, Manage and others sources for Conflicts
  • Receive an alert when a Conflict is detected
  • All Conflict check records are logged on the cloud


  • Automatically generate all your Notice Types
  • Connect your Clio to your court submission system
  • Automate calendaring for all eviction cases
  • Create final order dockets automatically

Focus on your clients.
Automate the rest.

Save time and money

Do away with busy work and focus more on giving exceptional client experiences.

Better client experience

Move your cases through faster by having automations do your work and client communications.

Eliminate human error

No more human errors in data entry or client communications. Let the machines handle that.

Grow your profits.

Grow your revenue but not your expenses. LegalMate allows you to do more cases with less time.

Why use LegalMate?

Client experience is paramount

Respecting and caring for your clients is our top priority. Think of LegalMate's team as an extension of your billing department.

Government filings funded

Move your cases through faster by having government filing fees paid to you upfront.

IOLTA and ABA compliance

LegalMate is built for legal and ensures you are compliant with the necessary requirements to protect you and your clients.

Grow client base

You can accept more clients with affordable payment plans and increase referrals thanks to a better client experience.

Try LegalMate Automations

Sign up below to start automating away busy work at your firm with LegalMate