Intake, deadline tracking, client updates, and billing — fully automated so attorneys focus on practice, not administration.
ROI: Eliminates 1–2 legal assistant roles ($55K–$75K/yr each). Reduces client status call volume by 70%. Improves collections rate by capturing more payments before 30-day mark.
Mission Control Snapshot
Your deployment includes specialized agents, defined handoffs, and a real-time operator view of current workflows.
What We Automate
These aren't generic workflows. Every automation below is built specifically for how Legal Services businesses operate.
When a prospect submits a contact form, your AI intake agent responds immediately via SMS and email, conducts a structured qualification questionnaire, and books qualified leads directly in Clio or MyCase.
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Once a client is hired, your AI team sends the complete onboarding checklist via DocuSign or PandaDoc, tracks document submissions daily, and notifies the attorney via Slack when intake is 100% complete.
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Court dates, filing deadlines, and statute of limitations are pulled from Clio and monitored continuously. Your AI team sends automated reminders to attorneys and clients at 30, 7, and 1-day intervals.
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Clients automatically receive weekly case status emails pulled from Clio notes — eliminating the "just checking in" calls that consume associate time and erode client confidence.
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Invoices generated in Clio or QuickBooks are automatically delivered with Stripe payment links. Your billing agent sends reminders at 7, 14, and 30 days past due — and escalates to collections workflow at 45 days.
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AI Team Structure
Each agent has a defined role, specific capabilities, and clear success metrics — working in concert to cover your entire operation.
Fields all inbound leads 24/7. Qualifies by case type and budget. Books consultations directly in Clio.
Sends proactive status updates, tracks document submissions, and handles client FAQ responses.
Manages invoice delivery, payment reminders, and overdue escalation sequences.
Runs B2B outreach to corporate clients. Tracks referral sources and manages referral partner relationships.
Monitors all case milestones and court deadlines. Fires multi-channel alerts to attorneys and clients.
Agent Communication Flow
Integration Stack
Your AI workforce integrates with the platforms your Legal Services business already runs on. No rip-and-replace required.
Need a custom integration? If your business runs on proprietary systems or internal tools, we build custom integrations to any API, webhook, or database. Talk to our engineering team →
Real Examples
Real-world prompts your agents process daily — automatically, 24/7.
"New inquiry from Sarah Chen — personal injury, car accident 3 weeks ago. Qualify, schedule consultation, add to Clio."
"Invoice #1047 is 14 days past due. Send a firm but professional payment reminder with the Stripe payment link."
"Trial date in 7 days for case #2024-089. Send reminders to attorney Johnson and client Martinez."
Request a demo tailored to your industry. We'll show you real workflows, real integrations, and real outcomes from companies like yours.