FirmLogIQ is the back-office support and operations partner for law firms, accountants, RIAs, and other client-driven professionals. We combine expert human support with automation and legal tech to deliver smarter, streamlined operations.
We are here to help manage your phones, billing, documents, technology, and more.
Phone Answering & Reception Live client intake and message handling Custom scripts and calendar integration After-hours routing and call summaries Bill Processing & Pre-Bill Review Invoice generation, editing, and formatting Trust account reconciliation (IOLTA compliant) Pre-bill QA to flag unclear or questionable entries Document Retrieval & Filing Deed pulls, UCC searches, good standing certs Corporate filings and state forms Rush and same-day service available AI Consulting & Automation Deploy custom GPT workflows for intake, emails, summaries AI audits and pilot programs Zapier, Clio, Microsoft, and Google Workspace integrations Legal Ops & Governance Support SOPs, intake triage systems, KPI dashboards Annual shareholder/member consents Minute-taking and ownership transfer docs Discovery & Trial Support e-Discovery setup and management (e.g., GoldFynch) Document review, archive, and closure Trial binder and appellate brief production Mailing & Production Services Tax cert mailings, legal notice fulfillment On-demand printing and mail-from-email High-volume mail batching and tracking Word Processing & File Management Branded templates, formatting, and editing Document naming, file hygiene, and compliance protocols Digital conversion and bulk scanning coordination Platform Setup & Support Clio, PracticePanther, and other legal tech onboarding Staff training and tech stack optimization
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Comprehensive AI Services for Law Firms, Businesses and In-House Counsel, and Legal Operations
We work best with firms that:
Want to grow without hiring more internal admin staff
Care about compliance, quality, and consistency
Use (or want to use) modern tools like Clio, QuickBooks, or Zapier
Are tired of doing everything themselves
Comprehensive AI Services for Law Firms, Businesses and In-House Counsel, and Legal Operations
