Turn Leads Into Paying Clients with Automated Intake & CRM Workflows

Explore Dubsado Solutions


You have too many leads falling through the cracks because your intake process is a mess.

No standardized intake process—everyone does it differently.

Too much back-and-forth just to schedule a consultation.

Invoices, contracts, and emails are scattered across platforms.

Dubsado can automate all of this—IF you set it up right.

Pre-screen leads with automation
Seamless Scheduling & Follow-Ups
Contracts, invoices, and payment links automatically
Set up retainer payments and auto-reminders

Stacey M. Lake, Founder of Lawfecta

Dubsado: Because your legal clients expect smooth onboarding, seamless contracts, and timely invoices—not an email chain from hell.

How Lawfecta Helps

You Implement Dubsado

Automated Intake & Pre-Qualification

Use customized client intake forms to capture the right details before a consultation.

Scheduling

Set up automated appointment scheduling with pre-built email reminders.

Seamless Integration

Ensure a smooth integration process, enhancing overall workflow efficiency.

Contract & Payment Automation

Clients receive contracts, invoices, and payment links automatically.

Follow-Ups

Reduce no-shows and back-and-forth emails with a seamless booking experience.

TRAINING AND ONGOING SUPPORT

We train your TechParalegal to run, update, and optimize systems so it remains an asset, not a forgotten tool.

Regain control of Your valuable time

Our Legal Technology Process

Step 1: Strategy & System Mapping

Before we build anything, we establish a clear roadmap tailored to your firm’s specific workflows

Step 2: Development & Implementation

Once the strategy is finalized, we begin the structured build-out of your custom system.

Step 3: Testing and Knowledge Base

We refine the system to ensure accuracy, usability, and long-term sustainability.

Step 4: Deployment & Optimization

We officially launch your new system and ensure your firm is set up for long-term success.

Advance Your Practice

What We Do

Legal Tech Implementation – We set up, configure, and optimize your systems.

Process Mapping & Automation – We streamline how you work.

TechParalegal Training – We train and place tech-savvy paralegals to keep your system running.

Workflow Documentation & SOPs – Your firm gets a custom knowledge base.

Choose Your Path

Two Ways to Work With Us

We get it—every law firm has different needs. That’s why we offer two ways to get your legal tech in order.

Direct Hire: Your Own TechParalegal

Consistent Support & Knowledge Retention – Stays on staff, continuously improving workflows and firm processes.

Scalability – Can implement new automations, maintain systems, and refine workflows.

Becomes your in-house expert on legal tech.


Contract Setup: 3-Month Engagement

Fixed Engagement – No Long-Term Commitment – Ideal if you only need help with tech setup but don’t want to hire staff.

Hands-Off Hiring – Lawfecta Manages the TechParalegal – You avoid the hiring process, and Lawfecta handles training & oversight.

Deliver a complete playbook and SOPs.

Efficiency, Innovation, Growth

Ready to Take the First Step? Let’s Talk.

No pressure. No commitment. Just a conversation about how we can make your law firm’s tech actually work for you.

Innovative Approaches to Enhance Your Practice

How We Transform Your Legal Tech

We specialize in Clio, Gavel.io, Dubsado, and Blue.cc/Bloo, making sure your firm:

Automates redundant tasks so you can bill more and manage less.

Has an actual workflow that your team follows (instead of guesswork).

Stops wasting money on software no one knows how to use.

We work with you to map out processes, automate workflows, train your team, and ensure your firm actually benefits from the tech you invested in.

Pioneering Since 2017

Why Trust Lawfecta?

Because we’ve spent years proving that lawyers don’t have to drown in admin work to run a profitable firm.

Get In Touch

ADDRESS

Crestline, CA 92325

ADMINISTRATION HOURS

Mon - Thurs 10am - 5pm PST

PHONE NUMBER

877.852.9332

EMAIL

Hello@Lawfecta.com