Client intake and matter follow-up agents
An agent that meets people at the worst moment of their year, takes the intake your firm actually needs — parties, dates, jurisdiction, urgency — books the consultation, and chases the documents, grounded in your firm's own practice notes rather than 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, conflicts — 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
Civil disputes, divorce and custody, employment claims, probate — the matters people don't plan for. Prospective clients rarely arrive during office hours with a well-formed question. They arrive at 11pm with a situation, often on the worst day they've had in years, and they contact four firms at once. The one that replies is the one they retain.
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 this looks like
A three-partner family law practice. A woman starts a chat at 11:40pm on a Sunday. She is not ready to name anyone; she wants to know whether she has to leave the house, and what a first consultation costs. The agent answers the fee question from the firm's own schedule, explains what happens at an initial consultation, and declines — as instructed — to say anything about her housing rights, offering the first free slot instead. She books it. Monday morning the intake summary is already on the partner's desk: jurisdiction, marriage date, two children, a property in both names, and a note that the client asked twice about confidentiality. The partner opens the call knowing what she is frightened of.
A civil litigation firm chasing discovery. A client has promised his bank statements three times. The agent runs the document checklist the firm set for this matter type: it messages him on WhatsApp on the schedule, names the specific documents still outstanding, and confirms receipt as each arrives. The paralegal sees a checklist that filled itself in, and only steps in for the one item the client says he cannot get — which is now surfaced with eleven days left rather than the night before filing.
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. The line that matters most in this practice area is that the agent does not give legal advice — it collects facts, quotes your published fees, and books time with a lawyer. It is configured to recognise the questions that need a professional and to stop.
Every conversation is logged and reviewable, the agent's knowledge is only what your firm uploaded, and conflicts information collected at intake stays isolated per client space.
Immigration and study-abroad practices have a different shape — government timelines and document chains rather than adversarial matters. See Immigration and Study abroad.