Mobile App Client Portal Email Automation

Create Legal

A Melbourne commercial law firm that launched a branded mobile app — letting clients order legal documents, request services, and manage their legal needs from anywhere.

Legal Client: Create Legal
Built with
Platfio
Google Workspace
SendGrid
Create Legal

Key Results

Branded legal app on iOS, Android & Web
Streamlined document ordering and service requests
Automated client communications and matter updates

The Challenge

Create Legal is a Melbourne-based commercial law firm founded by Jim Abbass, operating from Richmond, Victoria. The firm delivers simple, clear and practical legal services across business and commercial law, technology law, privacy and data protection, and in-house counsel services.

Jim wanted to differentiate Create Legal in a competitive market by offering clients something no other boutique law firm could — a branded mobile app where they could order legal documents, request services, and track their legal matters on the go. The goal was to make accessing legal services as easy as ordering a coffee.

Our Solution

Ashgrey Digital built the Create Legal App as a fully branded experience on iOS, Android, and web — available on the App Store, Google Play, and as a web application.

A client-facing app that puts legal services at their fingertips:

  • Document ordering — request standard legal documents like NDAs, terms of service, and commercial agreements directly from the app
  • Service requests — submit enquiries for tailored legal advice, contract reviews, or in-house counsel services
  • Matter tracking — see the status of active matters and receive updates as work progresses
  • Secure messaging — communicate directly with the Create Legal team within the app
  • Document library — access completed documents and signed agreements in one place

Google Workspace Integration

Keeping the firm connected and efficient:

  • Shared calendars for client meetings and court dates
  • Google Drive for secure document storage and collaboration
  • Email integration for seamless client correspondence
  • Team coordination across matters and deadlines

Client Communications via SendGrid

Professional, branded touchpoints throughout the client journey:

  • Welcome emails for new clients with onboarding guides
  • Matter update notifications as work progresses
  • Document completion alerts with download links
  • Newsletter updates on legal developments relevant to clients’ industries
  • Automated follow-ups for pending client instructions

The Results

  • Create Legal App launched on iOS, Android, and web — a first for boutique law firms in Melbourne
  • Document ordering simplified — clients request legal documents without a phone call or email
  • Client satisfaction increased with real-time visibility into matter progress
  • Admin time reduced through automated communications and digital workflows
  • Competitive differentiation — the app positions Create Legal as a modern, tech-forward law firm

“Ashgrey Digital built us an app that our clients love. Being able to order legal documents or request advice from your phone has changed the way people interact with us.” — Jim Abbass, Founder, Create Legal