AI automation for law firms
We build AI intake agents, document workflows and client updates that plug into Clio, MyCase, Actionstep and Microsoft 365. Lawyers keep every judgment call, while the repetitive admin around each matter runs on its own.
Agent flow
What can law firms automate with AI?
Law firms can automate client intake, conflict check preparation, appointment booking, document drafting from templates, time entry capture, client status updates and invoice chasing. AI agents gather facts from new inquiries, summarize long documents and prepare first drafts in your practice management system. A lawyer reviews anything that involves legal advice, deadlines or court filings before it leaves the firm.
- Screen new inquiries by practice area, jurisdiction and urgency, day or night
- Prepare conflict check data and engagement letters for lawyer approval
- Summarize contracts, medical records and discovery documents into clear briefs
- Send clients matter updates and payment reminders without manual chasing
The work that quietly eats the week
We hear the same handful of time sinks from almost every law firms team we talk to.
- 01Intake calls and web forms from people with no viable case eat hours of attorney and paralegal time.
- 02Potential clients who call after hours reach voicemail and hire whichever firm answers first the next morning.
- 03Paralegals retype the same client details into intake sheets, conflict searches, engagement letters and court forms.
- 04Clients phone repeatedly asking for case updates, pulling lawyers away from billable work to answer the same question.
- 05Time entries get reconstructed from memory at month end, and unbilled hours quietly slip away.
Automations built for law firms
Each one connects to the software you already use and is quoted at a fixed price after a free review.
24/7 legal intake agent
When someone calls or fills in your website form, an AI intake agent asks your screening questions, checks practice area and jurisdiction, books qualified prospects into a consultation and logs the lead in Clio Grow or Lawmatics.
Conflict check preparation
After intake, the workflow extracts every party, company and related name from the notes, runs them against your Clio or PracticePanther records and flags possible matches for a lawyer to clear before any engagement letter goes out.
Engagement letters and e-signature
Once a lawyer approves the new matter, the system fills your engagement letter template with client, fee and scope details, sends it through DocuSign, and opens the matter with tasks when the signed copy returns.
Document summaries and review
Upload a contract, deposition transcript or bundle of medical records and an AI agent produces a structured summary with key dates, obligations and page references, saved to the matter in NetDocuments or iManage for lawyer review.
Client status updates
When a matter moves stage in Clio or a hearing date is set, AI drafts a plain-language client update, a paralegal approves it in one click, and the routine 'any news?' calls drop off.
Time capture and billing follow-up
Each evening, the system drafts time entries from sent emails, calendar events and document edits for lawyers to confirm, then chases overdue Clio or Xero invoices with polite reminders, so less billable work goes unrecorded.
A typical build, end to end
Reads the inbox, drafts replies from your templates and files everything in the CRM.
AI legal intake that screens and books consultations
Intake is where many firms quietly lose good cases. A prospective client calls at 7 pm, hears voicemail, and moves on to the next firm in the search results. An AI intake agent answers by phone, chat or web form at any hour, explains what the firm handles, and works through your screening questions in a calm, plain tone. It records the facts, dates and parties involved, and recognizes urgent situations such as an imminent hearing or limitation deadline.
Qualified prospects are booked straight into a consultation slot with the right lawyer, and the intake summary is waiting in Clio Grow, Lawmatics or your CRM before the meeting. Cases outside your practice areas get a polite referral message instead of a callback that never comes. The agent never gives legal advice, never promises outcomes and always offers a human callback, which keeps the firm on the right side of professional conduct rules.
Legal document automation and workflow for small firms
Most of the admin in a matter follows a pattern: open the file, run conflicts, send the engagement letter, request documents, chase signatures, update the client. We map that pattern for each practice area and automate the steps that do not need a lawyer, using your existing tools such as Clio, Actionstep, Microsoft 365 and DocuSign. Templates fill themselves from intake data, and tasks appear in the right person's list at the right time.
For document-heavy work such as personal injury, employment or property, AI can read incoming records and produce first-pass summaries, chronologies and issue lists. These are starting points for a lawyer, not finished work product, and every summary links back to the source page so it can be checked quickly. Firms typically start with one practice area, prove the time saved, and then extend the same building blocks across the rest of the practice.
What law firms teams usually start with
AI ReceptionistA 24/7 AI receptionist that answers, books appointments and flags urgent calls to your team.
Document Processing AutomationPull clean data from invoices, statements, IDs and contracts without manual entry.
Workflow AutomationTurn repetitive handoffs between apps and people into workflows that run on their own.
Questions from law firms teams
Is it safe to put client information into AI tools?
It can be, if the setup is right. We use business-grade AI services that do not train on your data, keep documents inside your own Microsoft 365 or document management system, and restrict access by role. We never use consumer chat accounts, and we document where data flows so your firm can answer client and insurer questions.
Will the AI give legal advice to potential clients?
No. The intake agent collects facts, explains what your firm handles and books consultations. It is instructed to decline legal questions, avoid predicting outcomes and offer a callback from a lawyer instead. We test these boundaries with tricky sample conversations before launch, and your team can review every transcript.
Which practice management systems do you work with?
We connect Clio, MyCase, PracticePanther, Actionstep, LEAP and Lawmatics, along with NetDocuments, iManage, DocuSign and Microsoft 365. If your system has an API or reliable email and file exports, we can usually automate around it. We confirm what is possible during the free 30-minute audit, before you commit to anything.
How is pricing handled for a law firm project?
Every project gets a fixed-price quote in writing before work starts, so there is no hourly meter running. A typical first phase covers intake and one document workflow, delivered in stages over 2 to 4 weeks. Optional monthly support covers monitoring, prompt updates and small changes as your practice evolves.
Automate the busywork in your law firms business
Describe one process. Within one business day you get a first take on what can be automated, which tools fit and roughly what it would take.
- 30-minute call, no slides, no pressure
- One fixed price before any work starts
- You own every workflow, account and line of code