AI and automation for law firms
Intake calls returned faster, contracts and case files summarized, and first drafts ready for an attorney to finish. Client files can stay on a server in your office.
Where time gets lost.
- Intake calls wait hours for a callback, and some of those people hire someone else.
- We spend hours summarizing contracts and discovery.
- We can't send client files to an outside AI company.
- Clients call for status updates that a paralegal has to look up.
What we'd automate.
- It answers, gathers the facts you ask for, and books a consult. It never gives legal advice.AI receptionist
- Long documents summarized with the page behind each point, and clauses marked for an attorney to review.Private AI in your office
- Engagement letters, demand letters and routine correspondence drafted from your templates. An attorney reviews every one.Custom AI agents for your team
- Reminders for engagement letters and missing documents, stopped as soon as the client responds.Workflow automation
Tools common in this industry.
- Clio
- MyCase
- PracticePanther
- NetDocuments
- Microsoft 365
- DocuSign
We confirm each connection on the plan review call. Some of these tools only allow approved partners to connect.
For confidential client files we can run everything on a private server in your office, so nothing is sent to an outside AI company. Intake tells callers it is an AI and does not give legal advice.