AI agent for law firms: client enquiries and documents
An agent for law firms that screens new client enquiries, books consultations, files incoming documents to the right matter and tracks deadlines. Every legal question stays with a lawyer.
- 6 new enquiries screened: 3 employment, 2 lease, 1 outside your practice areasDone
- Possible conflict: one name matches a past matterAsks a person
- 14 documents filed to 8 mattersDone
- Hearing date from a court notice added to the calendarAwaiting approval
An example. Your agent is built around your own work.
How it works
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Screen enquiries
Asks new contacts about the type of matter, the other parties and any deadline, and checks names against your conflict list for a lawyer to clear.
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Book consultations
Offers slots from the right lawyer's calendar and sends the intake questions and document list ahead of the meeting.
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File documents
Reads incoming emails and attachments, names them and saves them to the right matter in your document system.
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Track dates
Takes hearing dates and deadlines from letters and court notices into the calendar with reminders, for a lawyer to confirm.
Connects to your tools. You stay in control.
- Works with what you have
- Your website, Outlook or Gmail, your practice management system such as Clio, document management, calendar, e-signature.
- A person approves what matters
- Payments, orders, discounts or anything you choose wait for approval. Every action is logged.
- Can run on your own servers
- The agent, its data, its logs and even the language model (open models such as Llama, Qwen or Mistral) can run on your servers, so documents and customer data stay inside your network. How that works
Questions
Does it give legal advice?
No. It collects facts, books meetings and files documents. Anything that needs legal judgment goes to a lawyer.
Is client confidentiality protected?
The agent has its own account with access only to what each step needs, and logs everything. It can run on your own servers so documents never leave the firm.
Can it draft documents?
It can prepare first drafts from your templates and the facts in the file, for a lawyer to review and sign.
How much does an agent like this cost?
It depends on the task and the systems it connects to. After a first call we give you a clear estimate of cost and time.
Want this agent built around your work?
Tell us in a few lines what the job looks like today and we will set up an online intro call.
Request sent
We will contact you to set up an intro call.