After-hours calls wait until morning
A prospective client reaches out when the team is away, then contacts the next firm on the list.
For law firms · Clear intake, careful handoffs
Intake that never sleeps, files that build themselves
Give every new inquiry a timely first response, collect the details your team approves and keep document follow-up moving—with attorney review where it belongs.
One clear first project.
Built around how you work.
Built around how you work.
What’s eating your week?
A full calendar does not stop new inquiries and client administration from arriving after hours.
Intake details arrive in fragments
The same facts get gathered across calls, email and forms before anyone can see a complete picture.
Documents need repeated chasing
Staff spend time reminding clients what is missing and where to send it.
Routine status questions interrupt focused work
Clients want to know what happens next, while the team is already handling the next deadline.
Important judgment must stay with an attorney
An efficient intake path still needs a clear boundary around legal advice and case decisions.
What we can automate
Start with one useful part of the process. Keep professional judgment and exceptions with your people.
After-hours intake
Acknowledge inquiries, collect agreed contact and matter details, and route urgent requests to the right person.
Document collection
Send a clear checklist and reminders for requested documents, with missing items visible to staff.
Lead qualification and routing
Organize an inquiry around the criteria your firm chooses, without making a legal decision.
Consultation coordination
Offer the approved scheduling path and notify the team when a consultation request comes in.
Client status updates
Share approved next-step information so clients know what to expect without interrupting case work.
Attorney handoff
Escalate legal questions, unusual facts and time-sensitive matters to a qualified person.
A first response, then a human review
This fictional example shows an inquiry being acknowledged and routed for a conversation—not a legal assessment or advice.
A workflow illustration
Fictional example only. Not a live system, customer conversation or connected service.
No legal advice, case evaluation or client facts are represented.Illustrative example · not connected to a live service
I was rear-ended on 75 this afternoon. Do you handle car accidents?
Fictional workflow example · No live system connected
Where to start
One first project, scoped to intake and a clear attorney handoff.
Pick one predictable inquiry type. Define what can be collected, which situations need immediate staff attention and what information should never be requested in public chat.
After-hours inquiry to intake review
A contained first-response path with contact capture, an approved intake link and a visible next step for the team.
Talk through this starting pointGood questions to ask
Before we build anything.
Automation can organize routine steps, but professional judgment remains with your attorneys.
Can an AI assistant give legal advice?
No. It should not assess a case, recommend legal action or substitute for an attorney. We define boundaries and route questions requiring judgment to a person.
Can it collect confidential case details?
We decide what is appropriate to collect, where it belongs and how it is protected before designing any flow. A public chat should not be used for confidential or sensitive case information.
Will it work with our case-management software?
That depends on the specific product, configuration and available connection methods. We review your tools and permissions before including an integration in the scope.
Start with one useful task
Make the first response easier to manage.
Tell me where inquiries arrive and what your team needs to know before a person takes over.
Tell me what’s taking your time.
A little context helps me make our first conversation useful.
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