Law Firm

Turn Your Firm's Busywork Into Software That Runs Itself.

Veloc Builds Custom Automations And Integrations Around Filevine, Clio, And Salesforce โ€” Intake, Records, Demand Prep, Case Updates โ€” So Your Team Spends Time On Cases, Not Copy-Paste.

Caseload Tooling Illustration

Your Caseload Grew. Your Tooling Didn't.

Every New Case Means The Same Manual Grind โ€” Intake Re-Keyed, Medical Records Chased And Sorted, Demand Packages Assembled By Hand, Status Updates Typed One Client At A Time. Your Case-Management System Holds The Data But Doesn't Do The Work. Paralegals Burn Hours On Tasks Software Should Handle, And Every Hire Just Adds More Of The Same Manual Load.

Intake and records handling eats paralegal hours that should go to cases
Filevine / Clio / Salesforce hold your data but don't automate the workflow
Demand prep and client updates are manual, slow, and inconsistent

What Veloc Does

Custom automation, built around the tools you already use.

We Build The Automations And Integrations Your Case-Management Platform Can't Do Out Of The Box โ€” Connecting Intake, Records, Documents, And Communications Into Workflows That Run Without A Human Copying Data Between Systems. AI-Native Where It Helps: Extracting From Medical Records, Drafting Demand Components, Summarizing Case Files.

Filevine
Clio
Salesforce

How It Works ยท Wedge โ†’ Retainer

01
STEP 1 โ€ข SCOPE

A 30-minute call

We find one high-value, fixed-scope project. No open-ended discovery.

02
STEP 2 โ€ข WEDGE

Fixed-scope build

A fixed-price project ($12-20k) so you see commitment. how we work โ€” zero long-term

03
STEP 3 โ€ข POD

Retained pod

It converts into an ongoing pod ($8- 12k/mo) that ships your roadmap continuously.

Intake Automation

Web-to-case, lead routing, auto-populate Filevine/Clio.

Medical Records

Retrieval tracking, OCR, extraction, chronology building.

Demand Prep

Assemble packages, draft components, template automation.

Client Communication

Automated status updates, text/email drip, client portals.

Integrations

CMS โ†” sign-up, records vendors, e-sign, accounting.

Reporting

Case pipeline, settlement, referral-source dashboards.

Why Veloc

Senior by default

Senior by default

pods are led by senior engineers, not staffed with juniors

Healthcare-fluent

Healthcare-fluent

we don't need to be taught what a payer or a denial is

AI-native

AI-native

LLM-first where it earns its place, never a bolt-on

HIPAA-aware

HIPAA-aware

PHI handled with the controls your compliance team expects

Fixed-scope start

Fixed-scope start

prove it on a wedge before any monthly commitment

Fast

Fast

pod running in weeks, not a quarter-long hiring cycle

Trust & Confidentiality

Your client data stays protected.

We work under NDA, use least-privilege access, keep matter data segregated, and document our handling. Privileged and PII-heavy data is treated accordingly. Security questions are welcome on the call.

Connects disparate software systems to streamline firm workflows.

Law icon

Extra Build Capacity

What Veloc Does

Implementation Partners: Extra Build Capacity, On Demand.

If You Implement Filevine, Clio, Or Salesforce For Firms, Veloc Is Your White-Label Build Bench โ€” Custom Work, Migrations, And Integrations Delivered Under Your Brand When Your Pipeline Outruns Your Capacity.

Book the call

Find your first wedge project
in 30 minutes.

Bring the messiest part of your roadmap. We'll tell you honestly whether we're the right team to ship it
โ€” and scope a fixed-price first project on the call.