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Automations for Paralegals
Assist lawyers by investigating facts, preparing legal documents, or researching legal precedent. Conduct research to support a legal proceeding, to formulate a defense, or to initiate legal action.
O*NET occupation: Paralegals and Legal Assistants (23-2011.00). The software list and tasks below come from that record, not from guesswork.
Built for paralegals
- GDrMade to order
Gmail attachment → Google Drive folder + Filed label
Every PDF that lands in Gmail is in the right Drive folder before you open it.
Email triage & inbox$49 - JfDrGSMade to order
Jotform submission → its own Google Drive folder with every upload filed inside
Each application gets a Drive folder, the uploads inside it, and a row in the index sheet.
Data sync & backups$99 - DSSPTMade to order
DocuSign envelope completed → signed PDF filed in SharePoint + Teams post
Signed contracts land in the right SharePoint folder before anyone downloads them.
Documents & e-signature$99 - DrCGDSMade to order
Google Drive PDF → Claude one-page brief → Google Doc + Slack post
Drop a report in the folder; a one-page brief and a Slack link exist minutes later.
AI drafting, summaries & agents$199
Runs on software paralegals already use
Matched through the tools this occupation is documented as using.
- GCDrQBMade to order
Gmail receipt → Claude reads it → QuickBooks expense + PDF filed in Drive
Invoicing, payments & bookkeeping$199 - GSDrGDDSMade to order
Google Sheets row → Google Docs contract → PDF → DocuSign envelope
Documents & e-signature$199 - QBXTMade to order
QuickBooks weekly finance KPIs → Excel table + Microsoft Teams post
Reporting & dashboards$99 - BCUDrSMade to order
BambooHR new hire → ClickUp onboarding tasks + Google Drive folder + Slack
Hiring, onboarding & HR$199 - CaHGDSMade to order
Calendly booking → HubSpot meeting + Google Docs prep sheet + Slack alert
Scheduling & meetings$199 - HQBCUSMade to order
HubSpot Closed Won → QuickBooks customer, ClickUp onboarding + Slack #wins
Sales & CRM hygiene$199 - HQBMade to order
HubSpot deal Closed Won → QuickBooks Online invoice + number back on the deal
Invoicing, payments & bookkeeping$99 - QB{}In build
New QuickBooks Online customer → record created in any app with an API
Data sync & backups$49 - OAITMade to order
Outlook inbox → AI triage into categories + urgent alert in Teams
Email triage & inbox$99 - ONCTMade to order
Outlook shared inbox → Claude draft reply saved in the thread + Teams ping
Email triage & inbox$199 - ZAIHSMade to order
Zoom transcript → AI call summary on the HubSpot contact + Slack post
Scheduling & meetings$199
Software paralegals use that we connect
- GDGoogle Docs
- GFGoogle Forms
- QBQuickBooks Online
- XMicrosoft Excel
- WMicrosoft Word
- OMicrosoft Outlook
- SPSharePoint / OneDrive
- ZZoom
- DbDropbox
- DrGoogle Drive
What we can build for paralegals
The job’s documented tasks, most important first. Each is a request away.
- Prepare affidavits or other documents, such as legal correspondence, and organize and maintain documents in paper or electronic filing system.Quote it
- Prepare, edit, or review legal documents, including legislation, briefs, pleadings, appeals, wills, contracts, and real estate closing statements.Quote it
- Investigate facts and law of cases and search pertinent sources, such as public records and internet sources, to determine causes of action and to prepare cases.Quote it
- Prepare for trial by performing tasks such as organizing exhibits.Quote it
- Meet with clients and other professionals to discuss details of cases.Quote it
- Gather and analyze research data, such as statutes, decisions, and legal articles, codes, and documents.Quote it
Something specific to how you work?
Describe the apps and the outcome. A fixed quote and a delivery date come back within one business day, and the build is yours to keep.
Request a build for paralegals