Run your practice from one place: enquiries, engagements, client files and fees.

The moments that turn an enquiry into a client

Here is what happens at each one when your firm runs on Automo.

• A prospective client fills in your website form. They land in your CRM and new clients pipeline, and you send them your booking link for a consultation.
• You meet the client on a video call. On the Starter plan, your meeting is recorded and summarized, with the action items saved for you to review.
• The client is ready to engage you. Send your engagement letter from their record and they sign it on their phone.
• The client emails over last year's records. Add each attachment to the client's file from your inbox, and set the work up as a project with tasks.
• The month's work is done. Fixed fees go out as invoices and retainers bill themselves on schedule, and you see what has been paid.

Questions firms ask

Is it free to start?

Yes. Start on the Free plan with the CRM, eSignature and invoicing for 1 member, with no credit card. Meeting recordings and AI notes, calls and texts come with the Starter plan.

Can I bill monthly retainers automatically?

Yes. Set each retainer as a recurring invoice, monthly, quarterly or yearly, and choose whether it sends itself on the issue date.

Can I bring my clients from another system?

Yes. Import a CSV export of your clients, or connect HubSpot to bring across contacts, companies and deals.

Is my clients' information private?

Yes. Your clients, documents and meeting notes live in your own workspace. Only the people you invite can see them, and you choose what each teammate can access.