# Automation for law firms, set up and run for you > FirmRabbit is an automation platform for small law firms, set up and run for you. It connects the case software, email, calendar and billing tools a firm already uses and does the routine office work between them: court papers and dates, case records, billing, payments and new-client intake. Staff decide which changes need their approval. FirmRabbit does the quick, quiet work behind your firm. FirmRabbit connects the tools your firm already uses and runs the routine work between them. Set up for you, not by you. We build every automation around how your office already works. Nothing changes until you say yes. [Book a demo](https://firmrabbit.com/#contact) ## The platform - **One platform.** Court papers, case records, billing and intake, run from one place. - **Set up for you.** We build each automation around how your office works, then test it with your team. - **You stay in control.** Nothing changes until you say yes. Routine steps run on their own, the way you set them. ## Take routine work off your team's plate - **Docketing.** Court dates, deadlines and reminders, kept in order in the tools your firm already uses. - **File organization.** Documents clearly named, filed in the right place and linked to the right case. - **Billing and payments.** Invoices prepared, payments tracked and follow-ups sent on time. - **Client intake.** New inquiries keep moving. Client details collected and records ready for your team. - **Case management.** Case details, contacts and tasks kept current across the tools you already use. - **Discovery organization.** Scattered discovery documents turned into organized files your team can work through. ## What it automates ### Court papers and dates - Stamped filings saved to the right case - Court dates added from each new order - Court sites checked for orders nobody emailed ### Clean case records - A checkup of every case, every night - Missing dates, parties and details found and fixed ### Billing and payments - Bills ready to review on the 1st - Payments matched to the right bill - Reminders on overdue balances ### New clients and email - Every lead tracked to a signed retainer - Sent email filed to the right case - Calendar clashes caught early Have a job that eats your week? We will build it. ## How it works 1. **Book a demo.** A short call. We show you the platform, then take a read-only look at your case software to find what to automate first. 2. **We build it for you.** We set up each automation with a refined, step-by-step process, shaped to how your office already works. Then we test it with your team. 3. **You approve. It runs.** Every important change waits for your yes. Routine steps run on their own, the way you set them. 4. **We keep it running.** We watch every automation, fix what breaks and update it when your court or software changes. Each week, your assistant sends you a short update in the FirmRabbit app. ## The app Your team uses one simple app, on a desk or a phone: - **Today:** The work done today, what is running now and what needs you. - **Automations:** See each automation, what it does and how much it may do on its own. Ask for a new one any time. - **Connections:** Your case software, email, calendar and billing tools, connected in one place. - **Approvals:** See what will happen and why, with the quote it came from. Then approve. - **New automation:** Tell us the job in your own words. We build it, test it with you and switch it on. ## Works with the systems you already use - Clio - MyCase - PracticePanther - Smokeball - Filevine - CosmoLex - Rocket Matter - Actionstep - LEAP - Centerbase - Microsoft 365 and Outlook - Gmail and Google Calendar - NetDocuments - iManage - Dropbox - Box - QuickBooks - Xero - LawPay - Odyssey court e-filing - Lawmatics - Docusign - Zoom Using something else? Ask us. We connect to most systems. ## Your client files stay private - **Only your firm.** Your own private system and database. Nothing is shared with another firm. - **Encrypted everywhere.** Encrypted at rest and in transit, backups included. - **You stay in control.** Changes wait for your OK until you let an automation run on its own. A record shows who did what, and when. - **Never used for training.** Your data is never sold, never shared with another firm and never used to train models. - **Sign-in you control.** Two-step sign-in for everyone, and Face ID before bills go out. You decide who sees and approves what. - **Yours to keep.** Export your data at any time. If you leave, we delete our copies within 90 days. Hosted on Amazon Web Services in the United States. Built to support your duties under ABA Model Rules 1.1, 1.6 and 5.3. Details: [Security and privacy](https://firmrabbit.com/security). ## Questions and answers ### What is FirmRabbit? An automation platform for law firms that we set up and run for you. It connects the tools you already use and does the routine work between them: court papers and dates, case records, billing, payments and new-client intake. Your team approves what matters. ### Which systems does it work with? Most case software, including Clio, MyCase, PracticePanther, Smokeball, Filevine and CosmoLex, plus Microsoft 365, Google Workspace, QuickBooks, LawPay and more. Using something else? Ask us. We connect to most systems. ### Do we have to set anything up? No. We do the setup. We build each automation around how your office works and test it with your team. You keep using your tools the way you do today. ### How does FirmRabbit keep us posted? In the FirmRabbit app on your phone. Each week your assistant sends you a short update, like a text: what got done and what needs your yes. Tap a card to see the details or approve, and ask it questions any time. Messages stay in your firm's private system, and phone alerts never show client names or case details. ### Who approves the work? Your team does. Every new automation starts by asking the people you choose. Routine steps can then run on their own, and you can switch any automation back to asking at any time. ### How is our client data protected? Each firm gets its own private system on Amazon Web Services. Your data is encrypted, stays in the United States, and is never shared with another firm or used to train models. You can export it at any time. ### What is the free Checkup? After your demo, we take a read-only look at your case software. We show you what is missing or late, like cases without court dates or work that was never billed, and what FirmRabbit would take off your plate. It costs nothing. ### Which firms is FirmRabbit for? Small law firms, from solo practices to firms of about 25 people. ## Book a demo No cost and no commitment. Send the form at https://firmrabbit.com/#contact; we email you to set up a short demo call, run a free, read-only Checkup of your case software, then send a written proposal.