HYIX

Our core service: admin work, off your staff's plate

Staff time should go to clients, not copy-paste.

We build automation around the systems you already run, so intake gets answered fast, documents land where they belong, and clients hear about their case without anyone typing the same update twice.

Custom pricing

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What It Is

AI Workflow Automation

Custom automation built into your existing case management, email, and billing tools. We find the repetitive administrative work and make it happen without a person in the middle.

Who It's For

Is this right for you?

Firms where leads sit unanswered overnight, staff retype the same client details into three systems, or clients call the front desk because nobody had time to send an update.

Our Approach

How we work together

1

Audit

We map how a case moves through your firm today, from first call to settlement, and mark where it stalls.

2

Design

We plan the automation logic, data flows, and error handling before building anything.

3

Build & Test

We build against your real systems and test with real cases and edge cases.

4

Deploy & Monitor

We ship to production with monitoring, so you know the moment something breaks.

Tools & Platforms

We work with your stack

FilevineClioLitifyCASEpeerDocuSignQuickBooksGoogle WorkspaceMicrosoft 365
Capabilities

What agents can do

  • Client intake automation
  • Document routing
  • Case status updates for clients
  • Email and calendar automation
  • CRM and case management integrations
  • Insurance correspondence workflows
  • Internal approval processes

Ready to get started?

Let's talk about your goals, your team, and what ai workflow automation can do for your business.

Book a Free AI Strategy Call