Legal & Professional AI Agent

Client intake that never misses a matter.

AI handles intake, scheduling and case updates so fee earners stay on billable work.

2.4× more intakes processed per month

Capabilities

New client intake and conflict screening
Consultation scheduling
Document checklist reminders
Case status updates
Invoice and retainer follow-up
Multilingual support for diverse clients

Use Cases

Client Intake

AI handles new inquiries, captures matter details, runs conflict checks, and schedules consultations.

Document Collection

Automated calls remind clients to submit required documents with secure upload links.

Case Updates

Regular status calls keep clients informed without consuming paralegal time.

Billing Follow-up

Invoice reminders and retainer top-up calls improve cash flow without awkward conversations.

How It Works

01

Configure Your Practice

Set up intake scripts, conflict rules, and scheduling preferences for your practice areas.

02

AI Handles Client Communications

The agent manages intake, scheduling, document reminders, and status updates automatically.

03

Fee Earners Stay Billable

Lawyers and paralegals receive qualified intakes and client requests, no phone tag.

“Our intake conversion improved 60% and our paralegals reclaimed two days a week previously lost to phone tag.”

Aarti Iyer
Managing Partner

Frequently Asked Questions

Can it handle confidential legal matters?
Yes, all calls are encrypted, and the agent is configured to collect only the information your intake process requires. No data is shared externally.
Does it integrate with legal practice management software?
Yes, the agent connects to Clio, Litify, MyCase, and custom systems via API.
How does conflict checking work?
The agent captures party names during intake and flags potential conflicts against your existing client database before scheduling.
Get Started

Process more intakes, bill more hours.

Deploy AI that handles client communications so your team focuses on legal work.

Get Started