We build automation for small and mid-sized law firms — intake, follow-ups, status updates, document collection — so your attorneys can focus on billable work and your paralegals can stop drowning in admin.
Book a 30-min firm reviewof new consultations go nowhere because nobody follows up fast enough. The lead goes cold by Wednesday.
per week, per paralegal, spent sending client status emails that should send themselves.
where intake lives — your website form, your CRM, and half of it in partners' email inboxes.
of email tag to collect a set of client documents that could have landed in week one.
Web form → conflicts flag → Clio matter created → welcome sequence → kickoff call on the calendar. New client is onboarded before you get back from lunch.
Every prospect who doesn't sign that same day gets a warm, non-pushy follow-up at day 2, day 5, and day 14.
Pulls the week's activity from Clio for every open matter, drafts a personalized update to each client, queues for review.
The agent tracks outstanding docs per matter, sends progressively firmer (but friendly) reminders, flags anything open >14 days.
For depositions, signings, and multi-party calls, the agent handles the scheduling negotiation across opposing counsel and clients.
When someone searches for a DWI attorney at 2am, they call three firms. Whoever answers first usually gets the case. We built an AI intake agent that answers every after-hours call, qualifies the situation, books a consultation in the morning — and hands a complete briefing to the attorney before their first cup of coffee.
Convert 40% more consultations by responding in seconds, not hours.
Read playbookParalegals save 4+ hours a week. Clients feel more informed.
Read playbookCut document collection from 4 weeks to 8 days.
Read playbookTell us where your team is losing time. We'll tell you honestly — whether AI can help, and if so, what we'd build first.
Book your strategy call