Prospective-client intake
Collect contact information, matter type, important dates, and other approved details before authorized staff review.
LAW FIRMS & LEGAL PROFESSIONALS
Practical automation for law firms and legal professionals.
Spend less time coordinating intake, documents, scheduling, and routine communication while lawyers and authorized staff remain responsible for legal work.
Inquiry routing
Send each request to the appropriate person based on practice area, location, or another approved administrative rule.
Consultation scheduling
Offer available times, send confirmations and reminders, and record the agreed next step.
Document collection
Request, organize, label, and track routine client documents without repeated email follow-up.
Routine client updates
Prepare approved reminders and administrative status messages while sending sensitive communication to the legal team.
Internal procedures
Help authorized staff find approved templates, procedures, and administrative information more quickly.
A PRACTICAL EXAMPLE
Reduce routine coordination while people stay responsible.
Inquiry reaches a shared inbox
Staff requests basic details
Conflict review is coordinated
Consultation is scheduled
Documents are chased manually
becomes→
Approved details are collected
Request reaches authorized staff
Conflict review remains human
Times are offered
Document reminders are tracked
People remain responsible.
Lawyers and authorized staff remain responsible for conflict checks, legal advice, deadlines, client acceptance, confidentiality, and every substantive legal decision.
CLEAR BOUNDARIES
What automation does not do.
- Provide legal advice or interpret the law
- Perform or approve conflict checks
- Accept clients or make representation decisions
- Calculate or take responsibility for legal deadlines
- Make substantive legal judgments
- Decide who may access confidential information
CONNECTED USE CASES
Explore the workflows behind this industry.
Each workflow can be improved on its own or connected with others as your needs grow.
Prospective-client intake
Connect intake to Leads & Follow-Up.
Explore the workflowConsultation scheduling
Connect scheduling and reminders to Scheduling & Administration.
Explore the workflowDocument collection
Connect collection and organization to Documents & Data.
Explore the workflowRoutine client updates
Connect approved administrative updates to Customer Inquiries.
Explore the workflowInternal procedures
Connect approved procedures to Internal Knowledge.
Explore the workflowStart with one repetitive task.
During a free 20-minute consultation, we’ll help you decide whether it is worth automating and what a practical next step could look like.
Book a Free 20-Minute ConsultationYou’ll speak with a real person. No technical knowledge or commitment required.