Dubsado Setup & Implementation
Systems that automate your intake, protect your time, and help you get paid without chaos
Dubsado is powerful, flexible, and scalable—but only when it’s set up correctly.
Automate Your Intake
Stop chasing information. Start onboarding with clarity.
Replace scattered emails and forms with a structured intake experience. Capture the right details up front, qualify leads automatically, and move clients into the right workflow.
Get Signed and Paid
Contracts, Proposals & Payments in One Flow.
Send polished proposals, legally aligned contracts, and invoices in a single automated sequence. Clients know exactly what to do next and you stop losing time to reminders and resends.
Workflow Engine Built to Scale
From generic tool to operational backbone.
Configured strategically, it becomes the system that runs your business. Timelines, triggers, and workflows work quietly in the background so nothing falls through the cracks.
What Is Dubsado?
A client management system built for workflows, not busywork
Dubsado is a business management platform that helps service-based professionals.
Why Legal Businesses
Struggle Without a System
Most attorneys and legal freelancers experience the same problems. Dubsado can fix this—but only when it’s designed intentionally for legal workflows.
Intake happens via email, DMs, or “just send it over”
Contracts are manual or scattered
Invoices are forgotten or followed up late
Clients don’t know what’s next
You’re answering the same questions repeatedly
Your business can’t scale without you doing everything
Why Attorneys Should Use Dubsado
Protect your time, improve client experience, and reduce admin risk
1.
Organizes intake and filters unqualified leads before consults
2.
Automates engagement steps, contracts, and retainers
3.
Eliminates manual follow-ups and onboarding gaps
4.
Creates a consistent, professional client experience
Featured on Dubsado
See real systems in action + how to do it for your practice.
Why Freelancers & Legal Service Providers Should Use Dubsado
Look established, operate professionally, and scale without burnout
1.
Automates proposals, contracts, and payments
2.
Reduces scope creep through structured workflows
3.
Creates a clear, repeatable client journey
4.
Runs your business like an agency—even as a solo provider
The Real Value of Dubsado
Automation that supports growth, not complexity. Dubsado isn’t just a CRM. It’s a relationship and workflow engine.
Saves hours every week
Reduces human error
Improves cash flow
Creates consistency
Supports scaling without adding staff
Makes your business feel calmer and more professional
Strategy-first Dubsado implementation for legal professionals
You don’t need templates slapped into a system.
You need workflows designed for how legal businesses actually operate.
Get 20% Off Your Dubsado Plan
Start with the right platform—at a better price.
Dubsado is a powerful client management system for legal professionals, and you can save 20% on your plan when you sign up using our partner link. Pair the right software with expert implementation and build a system that actually supports your business.
Ready to Turn Dubsado Into a Real System?
Stop managing clients manually. Start running your business intentionally.
Dubsado—when implemented the right way—helps you save time, get paid faster, reduce admin stress, and deliver a more professional client experience. Legal Stacey Consulting designs systems that support how you work and how you want to grow.
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Time to invest wisely
Book your first session today and let’s build the business you know is possible.
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