SOP Builder
Firm procedures, checklists, playbooks, onboarding guides, and AI-generated process docs.
Tools you use: A human-driven surface an attorney or staffer works in directly, with AI assist.
Metrics improved
The problem this page solves
- — Firms handle operations / admin with tools that don't talk to each other.
- — Good leads slip through cracks; bad leads burn hours before you spot them.
- — Attorneys walk into consults cold and lose retainers they should have won.
Four capabilities
SOP Builder plugs directly into the loop — no bolt-on integrations, no duplicate data entry.
Qualifies, drafts, and follows up automatically — with reason codes on every action.
Every consequential step is queued for review before it reaches the client.
Wired into the ROI dashboard so you can see impact by source, not by feature.
See it in action
Prototype · illustrative dataSOP Builder
Firm procedures, checklists, playbooks, onboarding guides, and AI-generated process docs.
- Persona
- law firm owner / managing attorney
- Status
- Concept
- Build posture
- marketing/demo page
How it flows
- Step 1Trigger
Inquiry arrives from web, phone, marketplace, or referral.
- Step 2AI qualifies
Practice area, jurisdiction, urgency, fit, conflicts — with reason codes.
- Step 3Route
Book consult, request docs, escalate to attorney, or route to marketplace.
- Step 4Attorney acts
Reviews pre-call brief, meets the client, signs the retainer.
- Step 5Measure
Every event lands in the ROI dashboard — source to revenue.
Integrates with your stack
- Clio
- MyCase
- Smokeball
- PracticePanther
- Filevine
- QuickBooks
- LawPay
- Stripe
- DocuSign
- Google Calendar
- Microsoft 365
- Zoom
- Twilio
- HubSpot
- Zapier
Prototype: integration cards are illustrative — see the /integrations page for live adapters.
Trust guardrails
Bar-defensible by constructionThe AI never gives legal advice. It captures facts, matches fit, and hands off to an attorney.
Every downstream action — briefs, filings, retainers — is queued for attorney review before it leaves the firm.
SMS/email consent is captured at intake. Every AI decision ships with reason codes and an immutable audit trail.
Names, opposing parties, and firms are pre-checked before a consult is booked or a retainer is sent.
Related tools
View all in OperationsIf/then workflows: retained, no-show, failed payment, deadline approaching, docs missing, lead stale.
Users, roles, permissions, workload, assignments, attorney/staff profiles.
Automate repetitive firm processes across intake, matters, billing, documents, and follow-up.
Central operational inbox for leads, client messages, tasks, billing, and document requests.
Staff availability, consult slots, court dates, time off, and routing rules.
Email, SMS, in-app, Slack/Teams notifications, and escalation rules.
Tell us if this is useful
Would this help your firm? Signal demand so we prioritize it.
See the full loop.
Every Fount page connects — from the widget on your site to the retainer on the attorney's calendar.