Industries · Where it works
Law Firms
Intake calls and consultations booked before the caller hangs up — conflict checks run automatically, and client questions answered from your actual case files.
Booked before the caller hangs up
Intake, captured and confirmed.
Where it hurts
The costs of running Law Firms manually.
Intake is missed or inconsistent
A missed intake call is often a lost client entirely — and intake that varies by whoever picks up is where conflicts get missed and malpractice risk creeps in.
Consultation scheduling is manual
Every day between an inquiry and a booked consultation is a day the prospect could call a competitor.
Engagement letters are drafted from scratch
Manual engagement letters run a high error rate — wrong rates, missing jurisdiction disclosures, outdated terms.
Admin eats billable hours
Administrative bottlenecks routinely cut into time that should be billable client work.
What actually gets automated
Workflows we automate for Law Firms.
Intake & conflict check
Every new inquiry is checked against your existing matters before a consultation is ever booked.
Consultation scheduling
Booked straight into the right attorney's calendar on the same call.
First-draft engagement letters
Drafted from your own templates — correct rates and jurisdiction disclosures, every time.
Matter triage & routing
New matters routed to the right practice group automatically.
Document indexing & retrieval
Client questions answered from your actual case files and firm policy, not a generic script.
Time-entry & billing narrative cleanup
Work product turned into billing-ready entries instead of end-of-week reconstruction.
How we deliver it
From first call to live in weeks.
Discovery Week 1
We map the workflow this service touches and confirm it's worth building before any code gets written.
Architecture Week 1–2
A concrete build plan: what it does, what it connects to, what it costs, what it saves.
Build & Test Week 2–4
Built and tested against real data and real workflows, with guardrails in from day one.
Deploy & Evolve Ongoing
Live in your tools, monitored and tuned — refined every month as you grow.
Built for this industry
Solutions for Law Firms.
Explore more
Related industries.
Questions teams ask first
About automating Law Firms.
Access and handling are scoped to your confidentiality requirements during setup.
Yes, straight into your calendar with intake details captured up front.
It answers from your own documented policies and past guidance — anything outside that scope is escalated.
Yes — every new inquiry is checked against your existing matter list before a consultation is booked, with anything ambiguous escalated for a person to review.
No — it works alongside whatever you already run, not instead of it.
Access and confidentiality controls are scoped to your requirements during setup, the same way they would be for any new team member.
Typically 2–3 weeks for a working pilot.
Find out what's worth automating in your business.
A free 15-minute call. We'll walk through your operations together and give you an honest answer — including what you shouldn't automate yet.
Talk to us directly
Prefer a direct line? Reach us any way that suits you — a real reply within one business day, guaranteed.
Or just pick a time that works.
15 minutes, no prep needed — we'll ask a few questions and tell you exactly what to automate first.
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