A practice where nothing falls through.
OpsBrain turns intake, conflict checks and filing routines into guided runs with a timestamped record, so the firm's standards hold even on the busiest weeks.
Before OpsBrain
- Intake steps that vary with whoever answers the phone first.
- Filing deadlines tracked in heads, inboxes and three different calendars.
- No clean record of who checked conflicts, or when, if a dispute ever comes.
With OpsBrain
- Every new matter opened through the same guided intake, every time.
- Deadline-critical steps that cannot be marked done without the attached proof.
- A timestamped trail for every matter that stands up to scrutiny.
The story
A day on OpsBrain
New client calls
Reception starts the intake run. Conflict check, engagement letter, ID verification: each step is guided and recorded, and the matter cannot open until they all pass.
Deadline lands in the queue
A court date triggers the filing workflow. The paralegal sees exactly which documents are due, in what order, with the templates linked inside the steps.
A step will not pass
The signed authority is missing. The run flags it, the associate gets a notification, and the filing stays blocked instead of going out incomplete.
Partner review in minutes
The supervising partner opens the run, sees every completed step with timestamps and attachments, and signs off without a single chase-up email.
The firm gets sharper
OpsBrain shows intake takes longest at document collection. The firm moves it earlier in the sequence and new matters open two days faster.
Built on real OpsBrain features
What changes
Intake without variation
Every matter opens through the same verified sequence.
Deadlines that defend themselves
Steps stay blocked until the required proof is attached.
A record for every matter
Who did what, when, with the documents to show it.
Ready to run a practice where nothing slips?
Book a walkthrough and we will set it up against one of your real workflows, or start on your own in minutes.