“The work clarified where our process was actually breaking. We stopped guessing and finally had one view of the handoffs that mattered.”
AC
Avery Collins
Operations Director, Field Services Operator
nicersystems
Agentic workflow designEvery case tracked.
Every deadline met.
Matter tracking, deadline alerts, and intake automation for law firms, legal ops teams, and solo practitioners.
Get a preview plan with matter workflow, deadline KPIs, and escalation alerts.
Workflow mappingKPI architectureAlert logic
01/scope
Map our intake workflow and expose the slow handoffs.
02/kpis
Define the KPI layer our team should review every week.
03/automate
Recommend an agentic workflow pass without replacing our stack.
Output
Workflow, KPIs, alerts
Format
Shareable operating plan
Preview Plan Interface
Fast view of the outputs your agentic workflow can produce.
Live agent loop
Core outputs
Workflow map
Handoffs, owners, and failure points.
KPI + alert layer
Metrics, triggers, and next actions.
Live Demo
Build a preview plan for your practice
Tell the agent about your case management or intake bottleneck. It maps the matter pipeline and recommends automation for deadlines, follow-ups, and status tracking.
Streaming
agentic-preview-runSpinning up agent...
Want more structure?
Run the audit first to map workflow breaks, reporting gaps, and desired outcomes.
Results
Legal case studies
See how legal teams automated intake workflows and eliminated missed deadlines with alert-based tracking systems.
Testimonials
What operators say
Published testimonials from teams using Nicer Systems to tighten workflows, visibility, and follow-through.
“What we needed was not another tool. We needed the workflow mapped, the KPIs defined, and the next implementation step made obvious.”
MP
Morgan Patel
Founder, Specialty Staffing Team
“The preview plan turned a vague operations problem into a concrete system plan we could actually align on with the team.”
JR
Jordan Reyes
COO, Admin-Heavy Healthcare Group
Process
From bottleneck
to agentic plan
01
Describe the bottleneck
Share the workflow, stack, and friction point. The intake stays short.
Our dispatch workflow stalls between assignment and confirmation.+
CapturedWorkflow context
CapturedCurrent stack
CapturedVolume and urgency
02
Generate the plan
The system maps the workflow, KPI layer, and automations around the bottleneck.
Plan includes
- • Workflow map with owners
- • KPI dashboard structure
- • Alert logic and escalation rules
- • Prioritized next actions
Build plan for dispatch workflowReady fast
03
Refine and move
Share it, refine it, and use it to scope the next build.
| What you get | Details | Included |
|---|---|---|
| Suggested scope | Clarified bottleneck and assumptions | Yes |
| Workflow map | Stages, owners, handoffs | Yes |
| Dashboard KPIs | Metric set and targets | Yes |
| Alert logic | Triggers and escalations | Yes |
| Next actions | Prioritized recommendations | Yes |
Share by link or PDF. Refine any section.
Outputs
What ships first
01
Workflow mapping for the process you already run
We map the real handoffs, owners, and failure points.
Stages, owners, and handoff points
02
KPI architecture
The plan defines the metrics and review views that matter.
Cycle time, stuck work, throughput, SLA
03
Alert logic and next actions
Escalations, owners, and next moves are part of the system.
Triggers, ownership, and next steps
04
Shareable output
Share it by link, export it, and refine section by section.
Shareable link with fast refinement
Pricing for every stage
Simple, scoped
pricing
Start with a free Discovery Call or scope a full engagement — every path begins with a clear operating plan.
Discovery Call
Free
A 30-minute call to talk through your top bottleneck and whether a Workflow Audit is the right next step. No prep required.
- 30-minute call with John
- Walk through your most painful workflow
- Honest take on whether we can help
- No deliverable, no obligation
- Booked in under 60 seconds
Workflow Audit
$2,500
A deep-dive into one core workflow. You get a full map, KPI set, and automation recommendations.
- End-to-end workflow map
- KPI dashboard design
- Alert rules and owners
- Tool integration plan
- Delivered in 5 business days
Most Popular
Build & Launch
$7,500
We build the system end-to-end — dashboards, automations, alerts, and integrations — and launch it with your team.
- Everything in Workflow Audit
- Live dashboard build
- Automation implementation
- Team onboarding session
- 2 weeks of post-launch support
- Delivered in 3–4 weeks
Managed Ops
$3,500/mo
Ongoing optimization, monitoring, and new automation builds as your operations evolve.
- Everything in Build & Launch
- Monthly workflow reviews
- New automation requests
- Priority support
- Quarterly strategy call
FAQ
Common questions
Available now
Put your matters
in focus
Start with a scoping call. We map your case management workflow, define the deadline rules, and build the system — so nothing slips through.