Automate client intake, scheduling & document collection
Spend less time on admin, more time practicing law.
Where legal practices lose billable hours
Intake, scheduling, and chasing paperwork quietly eat the hours you should spend on casework.
- Repetitive intake questionsevery new enquiry means retyping the same details, case type, urgency, budget, conflict checks
- After-hours enquiries go colda prospective client who messages at night waits until the next business day, and often calls a competitor first
- Consultation scheduling chaosback-and-forth calls just to find a slot, plus no-shows that eat into billable time
- Chasing signed retainers & documentsengagement letters, ID, and case documents sit unsigned in inboxes for days
- No follow-up systemenquiries that don't convert immediately are simply forgotten, even genuinely interested ones
- Manual billing & invoicingtime tracking and invoice generation still done by hand, delaying payment
Automation built for legal practices
Your team focuses on casework, the AI handles intake, scheduling, and paperwork around it.
Instant Client Intake
Every enquiry gets an instant reply that captures case type, urgency, and contact details, then routes it to the right lawyer or paralegal.
Automated Consultation Scheduling
Prospective clients book directly into your calendar, with automatic reminders that cut down on no-shows.
Document Collection & E-Signatures
Retainers, ID, and case documents are requested, tracked, and chased automatically until everything is signed and filed.
What legal practices get back
Typical outcomes in the first 90 days after automation goes live.
From first enquiry to signed engagement
The journey a prospective client takes once automation is in place.
Enquiry received
A prospective client messages about their case at any hour, on any channel.
AI qualifies & schedules
The assistant captures case details and books a consultation slot automatically.
Documents collected
Retainer agreements and required documents are requested and tracked until signed.
Consultation & follow-up
Reminders go out before the meeting, and the AI follows up automatically if a lead goes quiet.
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