Legal matter intake automation
by PURIST · Operations
Turn a new enquiry into an opened matter in under 10 minutes.
- Client enquiry comes in via web form or email
- Workflow creates a matter file, runs a conflict check, sends a retainer agreement for e-signature, and books an intro call automatically
- Automates operations so your team focuses on higher-value work
5h/wk
Time saved
per week, every week
7 days
Go live
from audit to deployment
24/7
Monitoring
error alerts to our team
30 days
Guarantee
full refund if not satisfied
Best fit for
- Law Firms
- Any team doing operations manually
Starting from
Included in deployment
- Custom Operations automation built for your stack
- Connected to DocuSign and Calendly
- 24/7 monitoring with error alerts
- You own 100% of the code no lock-in
- 30-day free modification guarantee
PURIST
Automation studio · London
500+
automations deployed
99.97%
uptime across all workflows
£2.4M
in client time saved
4.9 / 5
average client rating
About this skill
Client enquiry comes in via web form or email. Workflow creates a matter file, runs a conflict check, sends a retainer agreement for e-signature, and books an intro call automatically.
PURIST builds this automation end-to-end connecting DocuSign, Calendly so you never touch the technical setup. Every deployment is tested against real data before handover, with 24/7 monitoring from day one.
How it works
Three stages. Fully automated.
- Trigger A new event in DocuSign starts the automation a form submission, status change, or a scheduled interval. No manual kickoff, no waiting.
- Process DocuSign, Calendly connect automatically. Data is validated, transformed, and routed exactly as configured edge cases handled without human review.
- Output The result lands in Calendly no copy-paste, no delay, no errors. Your team sees the outcome without touching the process. 5h/wk reclaimed every week.
Real-world scenario
A law firm team was spending 5h/wk every week on operations tasks across DocuSign and Calendly. After deploying this skill, the entire process runs automatically from trigger to output the team now spends that time on client work instead.
Why use this skill
Stop doing manually what runs better on autopilot.
Most teams handle operations manually copying data between tools, chasing updates, writing the same emails. That costs your team 5h/wk every week, creates inconsistency, and scales badly.
This automation runs in the background, exactly as configured, every time no errors, no forgotten steps, no context switching. You get the output; PURIST handles the execution and the monitoring.
Use cases
- Law Firms automating operations
- Any team spending 2+ hours/week on operations
Before & after
Before
- ✕ Manual copy-paste between DocuSign and Calendly
- ✕ Delays of hours or days before follow-up
- ✕ Errors when team is busy or distracted
- ✕ 5h/wk wasted every single week
After
- ✓ Turn a new enquiry into an opened matter in under 10 minutes.
- ✓ Runs automatically, every time, 24/7
- ✓ Zero manual effort from your team
- ✓ 5h/wk back in your team's week
How to deploy
Live in 7 business days.
Book your free audit
We review your current operations process, map your stack, and confirm the exact ROI live on a 60-minute call. No commitment.
PURIST builds and tests
We configure the automation connecting DocuSign, Calendly, run it against your real data, and resolve every edge case. You approve before anything goes live.
Go live and stay live
Deployed to your environment. 5h/wk saved from week one. 24/7 monitoring, error alerts, and a dedicated support channel. You own 100% of the code.
FAQ
Frequently asked questions
Most clients go live within 7 business days. After the audit call we build, test with real data, and hand over fully running, fully monitored.
None. PURIST handles all configuration, connecting DocuSign, Calendly, and testing. You review and approve the output before anything goes live.
We monitor every automation 24/7. If an error fires, we get the alert before you do. Critical issues are resolved within 4 hours; standard issues within 24 hours. You also get a dedicated Slack channel.
Yes, 100%. You get full source code, all credentials, and complete access. No ongoing licence fee, no platform lock-in.
This skill is built around DocuSign, Calendly. If you use alternatives, book a free audit we adapt the integration to your exact stack at no extra cost.
Yes 30 days. If you are not satisfied after deployment, we issue a full refund. We are confident because we test everything before handing it over.
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Legal matter intake automation
£299 · 30-day guarantee