ELO Automations is your fractional AI agent & automation partner. We design and deploy custom AI agents and automation tools that run inside the software your firm already relies on — Microsoft 365, Google Workspace, Clio, NetDocuments, MyCase, Dropbox, Calendly, and more — and give Claude a safe, direct line into all of it.
Think of us as your firm's automation department — without the cost or overhead of full-time staff. Our AI agents go beyond basic automation: they analyze information, follow your firm's rules, trigger workflows, and take action. Underneath, our automations make sure everything runs reliably and at scale.
Smarter systems. Less busywork. Real results.
An MCP Toolbox connects Claude to the software your firm already runs on — Clio Manage, Clio Grow, NetDocuments — so your team can ask plain-English questions and get real answers pulled straight from the source. No exports, no copy-paste, no new interface to learn.
Each Toolbox is a defined set of tools with clear boundaries on what Claude can read and what it can write. It runs in your own Make.com account, on your own connection, with every action logged back into the system as an audit trail.
Manage, Grow, and NetDocuments are live today — 47 tools across your practice-management record, 15 across intake, and 24 across your document management system. Lawmatics is next.
See a Toolbox in ActionLogged — 18 minutes on the matter, dated today. There's one bill still outstanding.
Want me to add a follow-up task on the balance for Thursday?
search_matters→create_time_entry_on_matter→search_bills
Yes — she came in through the website on Aug 12 and was converted four days later.
Want me to add a note on the matter with next steps?
search_inbox_leads→search_matters→search_users
Found it — version 4, signed and filed on Aug 19.
Want me to copy it into the new Trust Administration workspace?
search_documents→get_a_workspace_profile→get_a_document_info
Our broadest Toolbox. Claude searches and reads matters, contacts, bills, tasks, calendar entries, communications, and notes — and writes back: new matters and contacts, time and expense entries, tasks, calendar entries, notes, folders, and document uploads. A scoped general API tool reaches everything else in Clio Manage.
Claude reads leads, contacts, and matters directly from Grow — and logs new leads and notes back in — so intake staff can triage, follow up, and report without leaving the conversation.
Our deepest Toolbox. Claude searches every cabinet, walks workspaces and folders, reads profiles and document content, and uploads, versions, copies, and files documents back into the right place — with NetDocuments enforcing permissions on every single call.
Claude will search and read contacts, matters, and pipeline stages straight from Lawmatics — and log notes, tasks, and new leads back in — so intake and marketing staff can work the pipeline from the conversation.
Built for firms, not demos. Every Toolbox runs on your own Make.com account and your own credentials. Nothing routes through ELO, and every write lands in your system with a note saying who asked and why.
Alongside our Toolboxes and custom AI agent work, we package the automations we build most often into ready-to-deploy products. They fall into two buckets: tools that move your firm onto a new system, and tools that handle the everyday work your software leaves on the table.
Switching practice-management or document systems means data falls through the cracks — time, documents, and years of email history. These tools make sure nothing gets left behind in the move.
When your firm switches systems, there's a blackout period where time entries, documents, and emails fall through the cracks. ELOMigrate Bridge captures everything during the transition — then syncs it into your new system the moment it's live, so nothing is lost and your team keeps working from day one.
Your firm has tens of thousands of historical emails sitting in old document management systems, file servers, or PST archives — and none of them made it into your new platform. ELOBulk Email moves them all over: original message, attachments, sender, recipients, and date — fully attached to the right matter.
Every firm hits the same friction points: sending a fax, cleaning up a bill before it goes out, closing a matter without leaving loose ends. Your software doesn't handle them, so your team does it by hand. These tools take that work off their plate.
Stop printing, scanning, and bouncing between apps. ELOSend Fax adds a single button right where your documents live — click it, pick a contact, and the fax is on its way. No retyping numbers, no switching screens.
Attorneys bill in six-minute increments. Clients want to read one clear line. ELOConsolidate rolls related time entries up into consolidated, client-ready invoice descriptions on the pre-bill, while every original entry stays intact for fee petitions and court recovery. Bill the way your clients want to read it without losing the detail you need.
Closing a matter is where loose ends hide: unbilled time, a trust balance nobody refunded, open tasks, documents that never got filed. ELOMatter Close runs the checklist the moment a matter is marked closed, flags what's outstanding to the right person, and finishes the housekeeping once everything clears.
ELO Automations is a division of Elevate LawOps. We're not a law firm — we're operators. Decades spent running operations across retail, restaurants, and law firms taught us where time gets lost and how the right technology wins it back. Every product and every agent starts from that hands-on experience.
Our agents and automations run inside Microsoft 365, Google Workspace, Clio, MyCase, Dropbox, Calendly, and more — no parallel systems, no rip-and-replace. Your team works the way it already does.
We don't make you bend your process around prebuilt AI. We design agents and automations around how your firm actually works — and back them with reliable plumbing on Make.com.
Think of us as your automation department without the full-time overhead. You get a direct line to the people who built it — not a ticket queue.
Our ready-made tools are just the start. Most of what we do is custom: AI agents that read incoming email and file documents to the right matter, automations that reassign tasks when a team member changes, workflows that catch incomplete time entries before they become billing headaches. If your firm does it by hand every day, we can probably automate it.
Explore a tool, request a custom automation, or book a demo — we'll walk through your firm's workflow and show you exactly what we'd automate first.