ERP and automation for Law firms
Stock, invoicing and finance stop living in three different spreadsheets.
In practice, what changes for law firms: What used to be re-typing becomes an automatic, auditable routine.
We implement ERP (Bling, Omie, Tiny, Conta Azul) and routine automation: follow-up cadences, stage-triggered messages, integration between store, CRM and tax invoicing. The goal is always the same — remove repeated typing and give the team time back for selling.
Automation is not decoration: it is what stops a lead going cold while somebody remembers to reply. The cadence runs even on the busiest day.
The typical bottleneck in this sector
Client acquisition is limited by bar association rules, which removes the exact lever other businesses use: result promises and aggressive advertising. What is left is content, authority and a screening step that separates a real case from curiosity.
What changes in the pipeline
- Screening before the meeting: practice area, urgency and case viability
- Paid consultation as a separate conversion from signed retainer
- Source tracking per practice area, because cost per case varies widely
What is included
- ERP implementation covering records, stock, invoicing and finance
- Integration between online store, CRM and ERP
- Automatic follow-up cadence by stage and by idle time
- Operational reporting management can actually read
- Training and optional monthly support
What changes in your operation
What used to be re-typing becomes an automatic, auditable routine.
How we measure results here
Cost per booked consultation and consultation-to-retainer rate, per practice area.
What defines the cost: how many routines enter the first phase, the volume of migrated data and how many systems must talk to each other. Monthly support is optional.
Straight answers
Is advertising allowed for lawyers?
In Brazil, soliciting clients and commercializing the profession are prohibited; informative content is not. We work inside the OAB code of ethics: informative content, no result promises, no fee display, no client testimonials. Final review is always the firm.
Which ERP do you recommend?
It depends on invoice volume, stock and tax regime. The recommendation comes from the diagnosis, with license cost included in the math.
Do you handle Brazilian tax invoicing for foreign companies?
We implement invoicing inside Brazilian ERPs, working alongside your accountant. We are not an accounting firm and we do not give tax advice — we make the systems do what your accountant defines.
Can we automate without replacing our systems?
In most cases, yes. If the current tools expose an API, we integrate what exists. Replacing a system is the last option, not the first.
How long does implementation take?
Four to eight weeks, depending on data migration and how many routines enter the first phase. Migrating stock and history is usually the slowest part, so it goes first in the schedule rather than last.