CravixYour Firm, Powered by Automation.
From first call to retainer, automate the admin work that slows firms down.
Works with: Google Workspace · Microsoft 365 · Clio · Calendly · Slack · QuickBooks
What we automate
Smart Intake
- Web/Chat intake capture with dup-check
- Create/Update in Clio/Lawmatics/MyCase
- Notifications to Slack/Email
Assignment & Scheduling
- Rule-based attorney routing
- Calendly/Google/Outlook booking
- Client confirmations & reminders
Retainer & Billing
- DocuSign retainer generation
- QuickBooks/CRM invoice creation
- Welcome checklist + file automations
KPI Dashboards
- Leads → Consults → Retainers
- By practice area & attorney
- Weekly email PDF
Security & Privacy
Vault + Broker
We never store passwords. OAuth tokens are encrypted in a vault and served on-demand by a credential broker with short-lived access.
Client Control
One-click disconnect, scope transparency, and tenant-level audit logs so you stay in control.
Best Practices
Least-privilege scopes, HMAC-signed webhooks, KMS encryption, and data minimization.
Hosting options
Standard (Shared)
Partitioned multi-tenant environment. Tenant IDs, isolated configs, strict token handling. Ideal for office automations.
Dedicated Instance
Your own VM for workflows, optional private Broker and per-tenant KMS keys. For firms that need infra isolation.
Custom
IP allow-listing, data-residency preferences, on-prem connectors on request.
Our process
Map intake-to-billing and define quick wins.
Install 1–2 workflows in 14 days.
Expand to scheduling, billing, dashboards.
Monitoring, updates, and tweaks.
Book a free discovery
Tell us about your firm and where you want to save time. We’ll follow up with a short plan.