Legal
Answer every client call and move matters forward without adding staff
AI automation for law firms and legal practices: 24/7 intake calls, conflict-check and qualification questions, consultation booking, client document collection, court and filing deadline tracking and matter status updates.
A missed call at a law firm is usually a lost matter: the caller dials the next firm on the list. Intake, document chasing and status updates eat the hours that should be billable, and all of it follows rules a system can apply the same way every time.
- 24/7
- Intake calls answered, including evenings, weekends and court days
- Qualified
- Consultations booked only after practice-area and jurisdiction checks
- Chased for you
- Retainers and client documents pursued automatically
Where the time goes
The problems we hear every time
New-client calls go to voicemail
Prospective clients call after hours, during court and between meetings, and most will not leave a message before trying another firm.
Intake eats billable time
Lawyers and paralegals repeat the same qualification questions on calls that often turn out to be the wrong practice area or jurisdiction.
Documents arrive late and incomplete
Retainers, IDs, forms and evidence trickle in by email and text, and someone has to chase every missing item before work can start.
Clients call for status updates
“Any news on my file?” calls interrupt the team all day, even when the answer is already in the matter record.
The playbook
What we deploy for legal
24/7 legal intake receptionist
Every call is answered in the firm's voice, the practice area and jurisdiction identified, qualification questions asked and a structured intake summary sent to the right lawyer. Callers are never given legal advice.
Consultation booking and reminders
Qualified callers are booked into the right lawyer's calendar by matter type, with confirmations, reminders and reschedule handling that cut no-shows.
Conflict-check and triage capture
Names of opposing parties and related people are captured at intake and passed to the firm's conflict process before a consultation is confirmed.
Client document collection
Per-matter checklists, secure upload links, automated reminders and classification of whatever the client sends, with completeness checks before the file moves on.
Deadline and limitation tracking
Court dates, filing deadlines and limitation periods tracked per matter with escalating internal alerts, so nothing depends on one person's calendar.
Matter status answers
Routine “where is my file” questions answered from the matter record by phone, email or text, escalating anything that needs a lawyer.
Your existing stack
We build on what you run today rather than replacing it.
Solutions behind this playbook
- AI Phone Reception & Call Automation
AI phone reception for small and mid-size businesses: 24/7 answering, appointment booking, call summaries, smart routing and automatic follow-up on every missed call.
- Document & Ticket Automation
AI document automation that reads fiscal notes, scale tickets, invoices and statements from email, PDF or a phone photo, validates them, and pushes structured data into your sheets and accounting system.
- Email & Order Intake AI
AI email intelligence that reads incoming mail, extracts orders and quote requests, categorises everything, drafts accurate replies and notifies dispatch or sales automatically.
- Executive AI Agent
A private AI agent trained on an owner's or executive's own decisions, email history and business rules: it drafts replies, briefs the team, screens requests and keeps answers consistent.
Our own software
Products that ship with this work
Questions we get asked
Will the AI receptionist give callers legal advice?
No. It follows the firm's intake script, answers logistics and status questions, and books time with a lawyer for anything that needs legal judgment.
Which practice areas does it work for?
Any practice with a repeatable intake: personal injury, family, immigration, real estate, estate planning, employment, criminal defence and corporate work are the most common.
Does it work with our practice management software?
Yes. Intake summaries, documents and bookings are written into the tools you already run, such as Clio, PracticePanther or MyCase, rather than a separate system.
How is client confidentiality handled?
Call recordings, transcripts and documents stay in accounts the firm controls, access is limited to named staff, and data handling is set up to match the firm's professional obligations.
Run a legal operation? Let's look at your numbers.
A 30-minute audit with real documents or call recordings, then a fixed-price quote for the first module.