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Yaniv & Associates is a leading law firm specializing in uncontested divorces. Founder Daniel Yaniv launched UncontestedDivorce.com to provide a faster, more affordable alternative to traditional divorce proceedings. With a growing client base, the firm needed a way to scale without overloading its team with manual administrative work.
Every month, Yaniv & Associates brings in 30+ new clients. However, the client intake process was bogged down by repetitive tasks:
✔️ Manually sending emails and drafting agreements ✔️ Tracking payments and chasing overdue invoices ✔️ Managing client data across multiple platforms
These inefficiencies slowed down operations and limited the firm’s ability to take on more clients. The firm needed a solution that would eliminate administrative bottlenecks without sacrificing service quality.
We built a fully automated client intake system that seamlessly integrates the firm’s existing tools: Clio Manage, Typeform, PandaDoc, SMS, Box, and their payment processor. Now, all it takes is a client’s name and email entered into Clio Manage—everything else happens automatically:
🚀 Instant Client Onboarding – Personalized welcome emails, retainer agreements, and DocuSign contracts are sent immediately. 💰 Automated Payments & Reminders – Clients receive payment links with automated follow-ups to reduce late payments. 📩 Real-Time Client Updates – Email & SMS notifications keep clients informed at every stage. 📂 Seamless Document Management – Signed agreements and case files are securely stored in Box. 🌍 State-Specific Compliance – The system adapts workflows based on the client’s location (New York or New Jersey), ensuring all legal requirements are met.
Best of all, the firm didn’t need to switch software—every tool now works together effortlessly.
🔹 90% Reduction in Administrative Work – The team saved 780+ hours per year, freeing up time for higher-value legal work. 🔹 25% More Clients Without Adding Staff – Increased efficiency allowed the firm to take on more cases without hiring. 🔹 Faster, More Reliable Payments – Automated reminders significantly reduced delayed payments, improving cash flow. 🔹 Stronger Client Experience – Clear, consistent communication keeps clients engaged and informed throughout the process.
Yaniv & Associates can now scale confidently, knowing their intake process runs smoothly—without the manual workload that once held them back.
