Client intake and case follow-up agents
An agent that answers first questions on your website, qualifies the matter, books the consultation, and chases document deadlines — grounded in your firm's own practice notes, not the open internet.
Practice-area knowledge base
Upload engagement guides, fee schedules, and FAQ memos. The agent answers from your documents and stays inside the boundaries you set — no legal advice, just qualified intake.
Matter intake and qualification
The agent collects the facts you define per practice area — parties, dates, jurisdiction, urgency — and hands your team a structured summary before the first call.
Reminders that keep matters moving
Consultation reminders, document checklists, filing-deadline nudges — scheduled follow-ups run on autopilot across web chat and messengers.
Confidential by design
Each client's conversations and files are isolated per space with database-level enforcement; sensitive chats can be end-to-end encrypted.
Where it fits
Prospective clients rarely arrive during office hours with a well-formed question. They arrive at 11pm with a situation. The agent meets them there: it explains your practice areas in plain language, asks the qualifying questions you defined, and books the consultation — on your website, or in Telegram and WhatsApp if that's where the referral landed.
Day to day
- New inquiry on the website → the agent qualifies it and pushes a structured intake summary to your team.
- A signed client asks "what documents do I need?" → the agent answers from your own checklists.
- A filing deadline approaches → the agent reminds the client to send missing documents, and keeps reminding on the schedule you set.
What stays in your control
You write the playbook: what the agent may discuss, what it must never answer, and when it must hand over to a human. Every conversation is logged and reviewable, and the agent's knowledge is only what your firm uploaded.