SaveYa Tech
Case Studies

What we built. How it actually runs.

These are production systems law firms rely on every day: an intake system that opens the Clio matter when the engagement comes back signed, a complete firm phone system where calls become time entries, and dashboards that show the owner the whole firm live. Clients stay anonymous. The work is real.

Law · Case-file analysis

Somebody has to read the whole file

A matter folder read end to end, PDFs and scans and photographs and email threads, and returned as a memo with a page citation on every fact. On one real matter it pulled thousands of sourced facts out of the document set. It also reports, by name, the files it could not read, which is the part most tools leave out.

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Law · AI intake

From first call to open Clio matter

A personal injury firm's AI receptionist answers new-client calls 24/7 and asks the firm's own screening questions. Every call becomes a lead packet staged for attorney review. When the firm says yes, the fee agreement goes out for e-signature and the Clio matter opens the moment it comes back signed.

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Law · Phone system

A firm phone system where every call does more work

We built an Indiana law firm's entire phone system: desktop, web, and mobile apps their staff use every day, on their own ported main number. Every call is transcribed and searchable, and calls turn into Clio time entries so billable phone time stops leaking.

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Law · KPI dashboards

The whole firm on one live screen

A multi-attorney firm replaced its manual weekly spreadsheet with a live dashboard that pulls Clio data automatically. Revenue, billable hours against goal, and collection rate, per attorney, in real time. The attorney roster even keeps itself current.

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Wealth · Back-office automation

A wealth firm's whole back office on autopilot

A wealth practice runs bookkeeping across QuickBooks and Xero, bill approvals, money-movement records, renewals, and document hygiene on one platform, plus a live dashboard for every client household. A person approves anything that writes to the books, and every action lands in an append-only audit trail.

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Also in production

Law · Lead conversion

A New Jersey injury firm reported lead quality up 70%, and Spanish-language leads climbing from 5% to 30% of intake, after we rebuilt how leads are captured, answered, and followed up. Those are the firm's own published figures.

What we build for law firms

Wealth management

Wealth-management operations run on our platform with every action logged to an append-only audit trail and client financials always redacted. Automation that holds up to a compliance review.

What we build for wealth management

Every system here reads and writes through governed API integrations, stages the consequential steps for a person at the firm to approve, and logs every automated action. That posture is the same across every build. See how we handle your data and the platform it all runs on.

Want a system like one of these?

Tell us how your firm runs today. We will tell you exactly what we would build, and what it would cost, before you commit to anything.

Book a $250 Consult

The consult: one hour with the team, not a salesperson. You leave with a real number. The $250 comes off your build if you move forward. You pick your time right after checkout.

Not ready to book? Ask Hank first. He answers any hour, and it costs nothing.