Law Firms

Your intake process is costing you cases.

35% of law firm calls go unanswered, costing the industry $109 billion annually. Firms responding within 5 minutes are 21x more likely to convert.

Connects to the tools you already use
ClioPracticePantherMyCaseDocuSignQuickBooksOutlookGoogle WorkspaceDropboxNetDocuments
Agents built for law firms
Client Intake AgentProcesses inquiries and starts onboarding
Conflict Check AgentRuns conflict searches against client database
Billing AgentCompiles time entries and generates invoices
Collections AgentFollows up on overdue accounts
Compliance AgentMonitors regulatory changes
Research AgentTracks regulatory feeds and maps changes
Scheduling AgentBooks consultations and manages calendars
Sales AgentResponds to after-hours inquiries instantly
Operations AgentDrafts engagement letters and manages workflows
Finance AgentCompiles time entries and tracks revenue
Content AgentDrafts client advisories and standard documents
Client Success AgentManages ongoing client communication and updates
Document Assembly AgentAssembles and reviews standard legal documents

Client Intake That Doesn’t Leak Leads

Manual intake is the bottleneck that delays revenue. Inquiries sit in inboxes for days. Your Sales Agent responds to every inquiry within minutes. Your Conflict Check Agent runs conflict checks against the client database. Your Operations Agent drafts the engagement letter. Your Scheduling Agent books the initial consultation. The lead becomes a client before your competitors respond.

Billable Hours Tracked, Invoices Sent, Collections Chased

Managing partners worry about cash flow more than anything else. Over half of firms struggle with expense tracking and collections. Your Finance Agent compiles time entries daily. Your Billing Agent generates invoices on schedule. Your Collections Agent follows up on overdue accounts with escalating reminders. Cash flow is protected without a partner spending their evening on QuickBooks.

Regulatory Changes Tracked — Affected Clients Flagged

New regulations hit and partners need to know which clients are affected. Your Research Agent monitors regulatory feeds daily. Your Compliance Agent maps changes against your client roster. Your Content Agent drafts the client advisory. Your Client Success Agent distributes it to the right contacts. The firm looks proactive instead of reactive.

Court Deadlines Tracked — Nothing Falls Through

Missed court deadlines are a top cause of malpractice claims. Manual calendar tracking across dozens of matters is a liability. Your Compliance Agent ingests filing requirements for every active matter. Your Scheduling Agent sets cascading reminders with escalation paths. Your Operations Agent alerts the assigned attorney and confirms preparation status. The deadline is met before anyone needs to panic.

New Matters Assigned to the Right Attorney — Instantly

New matters sit unassigned while partners debate who should handle them. Delays compound across intake, conflicts, and engagement. Your Client Intake Agent categorizes the matter by practice area and complexity. Your Operations Agent checks attorney availability and current caseload. Your Scheduling Agent assigns the matter and books the first client meeting. Partners stop being a bottleneck for delegation.

Clients Updated Before They Have to Ask

89% of clients switch providers over poor communication. Most call asking what is happening because nobody proactively tells them. Your Client Success Agent sends status updates at every milestone — filing submitted, hearing scheduled, document received. Your Operations Agent compiles case progress from attorney notes. Your Scheduling Agent books check-in calls when the matter stalls. Clients feel informed. The phone stops ringing with status requests.

Standard Documents Assembled in Minutes, Not Hours

Lawyers spend hours assembling contracts, demand letters, and pleadings from templates. Copy-paste errors create liability. Your Document Assembly Agent pulls the correct template based on matter type. Your Research Agent populates client-specific details from the case file. Your Compliance Agent verifies jurisdiction-specific requirements before delivery. The attorney reviews a complete draft instead of building one from scratch.

After-Hours Leads Captured — Not Lost to Voicemail

35% of calls go unanswered. Most happen outside business hours. Every missed call is a potential $16,500 case walking to a competitor. Your Sales Agent responds to every after-hours inquiry instantly via web, email, or chat. Your Conflict Check Agent runs the preliminary conflict screen. Your Scheduling Agent books the consultation for the next available slot. The lead is captured at 11 PM and confirmed by morning.

Reviews and Referrals Requested — Systematically

Law firms depend on referrals but never systematically ask. Post-case follow-up is nonexistent at most firms. Your Client Success Agent sends a satisfaction check after case resolution. Your Content Agent requests a Google review with a direct link and simple prompt. Your Operations Agent tracks referral sources and sends thank-you messages to referring contacts. The referral pipeline grows without partners remembering to ask.

26% of Firms Never Respond to Web Leads — Yours Responds in Seconds

26% of law firms never respond to online lead form submissions at all. The leads fill out a form, wait, and hire someone else. Your Sales Agent acknowledges the submission within seconds and asks qualifying questions. Your Research Agent pulls the prospect’s background and matter context. Your Scheduling Agent offers available consultation times. The firm that never responded now converts at 3x the industry average.

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