How you can work with us
Choose the path that fits your needs
Triform Platform
Build and deploy your own automations with our intuitive platform.
- No coding required
- Instant deployment
- Pay as you grow
Triform Services
Let our experts build, deploy, and maintain your automations for you.
- Custom integrations
- SLA guarantees
- Dedicated support
Why Legal needs automation
of attorney time spent on administrative tasks instead of billable work
What we can build for you
Sample automations we can build for you and your organization
Legal Matter Intake
Centralize legal requests from across the organization, classify by matter type, assign to attorneys, and track to resolution. Give everyone visibility into legal capacity and turnaround.
Slack Contract Review Queue Management
Centralize all contract review requests, auto-classify by type and priority, extract key terms with AI, and route to the right reviewer. Give legal complete visibility into their queue.
Slack Contract Review & Obligation Tracking
Extract key obligations, renewal dates, and clauses from executed contracts. Maintain a central register and set reminders for critical milestones.
DocuSign 
Notion 
Google Calendar How it works
From discovery to deployment
Free - Discovery & scoping
We meet with your attorneys to understand case intake, document review, billing workflows, and compliance tracking. We identify manual processes delaying client work and increasing costs.
Why Partner with Triform?
Speed to Value
Launch in weeks, not months. Our platform accelerates development.
Enterprise Grade
Security, scalability, and reliability built in from day one.
Future Proof
Adapt easily as your business grows and technology evolves.
FAQ
Can it maintain attorney-client privilege?
Yes. All data is encrypted in transit and at rest, access is controlled by role-based permissions matching your ethical walls, and we can configure the system to comply with bar ethics rules and privilege requirements.
Does it integrate with Clio, MyCase, or our practice management system?
Yes. We connect to all major legal practice management systems via APIs. We can read matter data, sync time entries, generate invoices, and update case statuses bidirectionally.
What about legal research integration?
We can integrate with Westlaw, LexisNexis, and Fastcase to pull case law, verify citations, suggest relevant precedents, and track research trails for your briefs and memos.
Is it compliant with our state bar ethics rules?
Yes. All automations include human attorney review checkpoints as required by ethical guidelines. We don't make autonomous legal judgments, we augment attorney workflows while maintaining professional responsibility standards.
Can it handle different billing structures?
Absolutely. Whether you bill hourly, flat fee, contingency, blended rates, or hybrid arrangements, we can configure billing automations to match your firm's rate structures and client agreements.
How long until we see ROI?
Most firms recover 5-10 billable hours per attorney weekly once deployed. With our 2-4 week implementation, you typically break even within 1-2 months and see ongoing revenue increases of 8-15% from improved time capture.
Tell us what you want to automate
Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.