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Clio
Clio Partner
Implementation, integration, and automation for firms running Clio, with clean data models and documented rollout standards.
- Matter and contact architecture
- Integration and field mapping
- Adoption and support playbook
The MHSB Practice
Intelligent Automation for Law Firms
Implementation, automation, and ongoing support for the systems your firm runs on. Clio, MyCase, and Lawmatics in depth; the wider practice management, intake, and AI tool set alongside.
Our Practice
Strategy, implementation, and integration in one team.
MHSB helps law firms turn the platform they run on into a reliable operating system by combining workflow audits, custom implementation, integration orchestration, QA, and team enablement.
What we do
Implementation and support
Clean builds, reliable automations, and stronger adoption on the platforms your firm runs on: Clio, MyCase, and Lawmatics.
How we work
Audit, build, optimize
Start with a workflow audit, move into a scoped implementation, and keep improving with structured support.
What it delivers
Connected operations
Align intake, follow-up, handoffs, billing, and reporting so your firm can scale without process sprawl.
Platform Partners
The platforms law firms run on.
Pick your platform for implementation details, rollout path, and next steps. Each overview covers what MHSB builds and how the work is delivered.
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MyCase
MyCase Partner
A predictable MyCase operating flow, from intake and matter setup through reporting, built for adoption.
- Intake and matter setup
- Automation-ready workflows
- Reporting integrity
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Lawmatics
Lawmatics Partner
Our deepest platform: intake, CRM, automation, billing, and reporting buildouts across every module.
- Intake, CRM, and automation
- Billing and reporting
- 36 documented integration guides
Running something else? MHSB also implements across the wider practice management, intake, and AI tool set.
See all platformsConnected Platform
What a connected stack unlocks.
Once your integrations are architected correctly, every part of the stack runs with cleaner data, faster handoffs, and stronger visibility.
Platform
Client Intake
Connect intake forms, chat, and call-answering tools so qualified leads flow directly into your CRM.
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Platform
Legal CRM
Keep relationship and matter data synced across your CRM and case management platforms.
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Platform
Marketing Automation
Trigger campaigns from ad-source, call tracking, and intake milestones to improve conversion speed.
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Platform
Time & Billing
Connect payment and accounting systems so billing data stays accurate from intake through invoice.
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Platform
Data Reporting
Unify operational and marketing data from your stack to monitor pipeline health and ROI in one place.
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Platform
Integration Orchestration
Deploy, test, and optimize native and custom integrations with a documented rollout plan.
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Coverage By Category
Reception/chatbots/intake Case management Lead gen & marketing Billing Calendaring Communication
See It In Action
Built for how law firms actually work.
Every workflow we build starts from the tools your team will use daily. The examples below are from Lawmatics builds.
Drag-and-drop intake pipelines
Visualize every lead from first contact to signed retainer. Drag cards between stages, track expected values, and spot stalled prospects before they go cold.
Automations that run your follow-up
Build conditional workflows that send emails, trigger forms, and branch based on client responses, so your team focuses on consultations, not manual follow-up.
Branded email campaigns
Design HTML emails with a drag-and-drop builder. Add images, buttons, and custom columns, then trigger sends from automations or drip campaigns.
Engagement Models
Choose the right engagement.
Start with what your firm needs now, then expand into deeper orchestration and ongoing optimization over time.
Engagement
Integration Launch
For firms implementing a focused set of critical integrations and needing a clean first deployment.
- Stack audit and integration mapping
- Priority integration setup and validation
- Core workflow handoff documentation
- 30 days of post-launch support
Most Chosen
Integration Orchestration
For firms building a full connected operating system with automation and reporting alignment.
- Full multi-system integration rollout
- Advanced workflow and routing automation
- Cross-platform reporting architecture
- Team training and adoption enablement
- 90 days of optimization support
Engagement
Ongoing Optimization
For firms already live on their platform who need integration tuning and governance within an agreed scope and support window.
- Monthly integration health reviews
- Priority support for sync and routing issues
- Automation and data-quality optimization
- Quarterly strategic roadmap planning
Not sure where to start?
Get a roadmap recommendationNext Step
Ready to design a connected operating system for your firm?
Book a strategy consultation and get a practical rollout plan for your current systems, workflows, and team.