CUSTOM AI AGENTS
Don’t change processes to fit prebuilt AI.
We build AI agents to fit your processes.
We design and deploy AI agents tailored to your firm’s workflows, backed by reliable automations and deep system integrations. From intake and document handling to billing and task management, we ensure your AI agents operate accurately, securely, and in lockstep with your existing software — delivering real efficiency without disruption.
Support
Confusion? We’ve got answers.
From troubleshooting to workflow optimization, we provide expert support to help your firm get the most out of your platform. Whether you need assistance with integrations, customizations, or ongoing maintenance, we ensure your software works for you—not the other way around. Let us handle the details so you can focus on your clients.
Implementation & Setup
Your firm. Your process.
Your Software—set up for success.
Transitioning to a new Software? We ensure a smooth implementation by configuring it to match your firm’s workflows, automating processes, and integrating essential tools. From initial setup to advanced customization, we get your firm’s software working the way you need it—efficient, intuitive, and optimized for your practice.
Law Firm Operations
Feeling overwhelmed by inefficiencies?
We can help. Crafting clear policies and procedures, streamlining workflows, and implementing the latest technology for maximum efficiency. We’ll develop winning business strategies, train your staff to reach their full potential, and create a positive work environment that keeps your top talent engaged. Let us optimize your operations and unlock the full potential of your law firm.
Technology
Tech Headache? We’re the Cure.
We help navigate IT decisions, select and implement powerful legal software, manage seamless data migrations, and build user-friendly intranets. Our document management solutions keep your firm organized and secure. We take the tech burden off your shoulders so you can focus on what matters most – practicing law.
Document Migrations
New Software? Relax, we’ve got this.
We seamlessly transfer your practice’s critical documents using our expert team. Leveraging years of experience in law firm operations, business intelligence, and data analytics, we ensure every migration is accurate, efficient, and minimally disruptive to your workflow. We tailor each migration to your firm’s unique needs, providing a seamless transition backed by collaborative support.
UNLOCK POSSIBILITIES WITH
ELO AUTOMATIONS
ELO Automations is a division of Elevate LawOps, built to give your firm the same AI-powered operational advantages large firms enjoy — without the cost or overhead of full-time staff.
Think of us as your Fractional AI Agent & Automation Partner. We design and deploy custom AI Agents, supported by smart automations, that operate inside the tools your firm already relies on — including Microsoft 365, Google Workspace, Clio, MyCase, Dropbox, Calendly, and more.
Our AI Agents go beyond basic automation. They can analyze information, follow firm-specific rules, trigger workflows, and take action — while our underlying automations (built on the Make.com platform) ensure everything runs reliably and at scale.
The result: fewer manual processes, smarter systems, and measurable operational gains.
Smarter systems. Less busywork. Real results.
Clio Automation – Automatic Task Reassignment When Team Members Change
Keep your law firm’s matters moving — even when team roles shift.
This Clio automation detects when a matter’s Responsible Attorney, Legal Assistant, or Staff member is updated and automatically finds all incomplete tasks and reassigns them to the new team member
Ensuring nothing slips through the cracks!!
Clio Automation- Automatically Remove Future Events when a Case Is Closed
Tired of calendar clutter from closed cases in Clio?
This automation has you covered. A automation that automatically deletes all future calendar events when a matter is marked as closed in Clio. No more manual cleanup, no more confusion over outdated events.
Keeps your calendar clean and current!
Clio Automation –
Overdue Assigned Tasks Notification Email
Never let overdue tasks fall through the cracks again.
This automation sends personalized email notifications for overdue tasks in Clio—keeping your team accountable and your cases moving forward.
Clio Automation – Automatically Add Assigned Team & Reminders to Calendar Events
Streamline your calendar management in Clio with this powerful automation!
This automation adds the assigned legal team to new Clio calendar events and sets personalized reminders for each team member so nothing slips through the cracks
Consistent calendar entries every time!
Clio Automation – Reassign Matter & Calendar Events
Reassigning matters in Clio just got a whole lot easier.
This automation allows you to quickly reassign a matter and all associated calendar events with just a few clicks. Whether someone is going on leave, transitioning roles, or exiting the firm, this workflow makes team handoffs smooth and error-free.
Clio Automation – Incomplete Time & Expense Notification Email
Catch incomplete time and expense entries before they cause billing headaches.
This automation reviews saved time and expense entries in Clio for missing critical information—like missing descriptions, missing time, and missing matter information—and sends an email notification to the responsible user to fix it.
Precision-Driven Legal Data Services
ELO Data is the data-focused division of Elevate LawOps, offering expert solutions for law firms that need to move fast and work smart. Whether you’re migrating case data, organizing documents, or cleaning up years of legacy records, we bring the precision and power of advanced tools—and the expertise to match.
At the core of ELO Data is our in-house Business Intelligence Analyst (BIA). Unlike traditional consultants, our BIA brings a strategic, analytical mindset to every project—ensuring your data not only moves, but moves with purpose. This role bridges the gap between law firm operations and actionable insights, so your team can make decisions with confidence, not guesswork.
The ELO Data Deduplication Tool for Clio Manage
Our tool uses machine learning to analyze your contact and client data across first name, last name, emails, phone numbers, and addresses. It assigns a confidence score to each potential duplicate and follows your firm’s preferences for cleanup.
Stop Worrying About Syncing Clio Grow and Manage.
Many firms hesitate to sync Clio Grow and Manage because of the risk of creating thousands of messy duplicates.
We eliminate that concern by cleaning up your data after the sync — removing not only duplicates created during the process but also duplicates that have accumulated over years of inconsistent data entry.
Sync your systems confidently and finally work from a single, accurate source of truth.
Document Migration Services with Universal Migrator
ELO Data helps law firms migrate documents from legacy systems like Network Drives, Box, OneDrive, Worldox, and more.
We use Universal Migrator to ensure documents are accurately transferred, organized by client and matter, and easy for your team to access.
Our process is designed to preserve your folder structure and maintain consistency, so your documents are where you expect them to be.
Whether you’re migrating thousands or hundreds of thousands of documents, we tailor the process to your firm’s specific needs. We make sure nothing important is left behind.
The result is a smooth transition to Clio Manage with clean, organized, and fully accessible files — ready for your team from day one.
ELO Data takes a different approach to data migration
Before we migrate your contacts, clients, and matters into Clio Manage, we clean and organize your data to ensure you’re starting with reliable, accurate information — not duplicates, outdated records, or inconsistencies.
We use Universal Migrator to efficiently move your data into Clio, but what sets us apart is our focus on cleanup first. Our proprietary Data Cleanup Tool identifies duplicates and ensures your records are ready to use.
Because when it comes to migration, the old saying holds true: garbage in, garbage out. We make sure what goes into Clio is organized, accurate, and aligned with how your firm will work tomorrow in Clio.
The result is a smoother migration, cleaner data from day one, and fewer headaches for your team down the road.
about us
Elevating Law Firms with Expertise and Passion
We are passionate about helping law firms achieve their full potential. With decades experience in operations and business management, we bring a unique blend of real-world expertise and cutting-edge technology knowledge to your firm.
Here’s what sets usapart:
Strategic Visionary: We work collaboratively with you to develop actionable business strategies and goals, creating a roadmap for success.
Tech Savvy: We are well-versed in legal software and platforms, helping you select and implement the right tools to streamline your workflows.
Operational Efficiency Expert: From data migration and document management to IT and intranet setup, we optimize your operations for maximum efficiency.
Training & Development Champion: We empower your team by providing targeted training and coaching.
We understand that you need a trusted partner, not just a consultant. That’s why we take a collaborative approach, working closely with you to understand your specific needs and challenges. Whether you want to implement a new legal software or are looking for a complete operational overhaul, We’re here to help.
Let’s unlock your law firm’s potential. Contact us today for a consultation and discover how we can be your “Secret Weapon” for success.
Contact Info
Let’s Chat
Get in touch with us to discuss your needs.
