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    Browse AI Automations

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    24 automations found

    Intake Process Automation

    Automates the full new-client intake workflow — from consultation to signed engagement letter and retainer payment — so attorneys spend zero time chasing paperwork.

    ComplexSaves 10-15 hours/weekFeatured

    End-to-end intake automation that triggers on consultation completion: sends intake questionnaire, collects documents, generates and e-signs the engagement letter, processes the retainer payment, creates the case in your CMS, and notifies the assigned attorney and paralegal — all without manual intervention.

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    Personal Injury Case Pre-Qualifier

    AI chatbot qualifies PI leads 24/7 — accident date, fault, injuries, insurance status — routing only strong cases to the attorney intake team.

    Complex
    Saves 8-12 hours/week
    Featured

    AI chatbot qualifies personal injury leads 24/7 — accident date, fault, injuries, insurance status — and routes only qualified cases to the attorney intake team.

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    Family Law Consultation Funnel

    Qualifies divorce, custody, and family law inquiries by asset complexity, children, urgency, and prior filings — routing to the right attorney before the first call.

    ComplexSaves 5-8 hours/weekFeatured

    Qualifies divorce, custody, and family law inquiries by asset complexity, children, urgency, and prior filings — routing to the right attorney and booking consultations automatically.

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    Criminal Defense Emergency Response

    After-hours AI holds prospects calling about arrests, DUIs, or criminal charges — immediately alerting the on-call attorney via SMS while keeping the potential client engaged.

    ComplexSaves 3-5 hours/weekFeatured

    After-hours AI voice agent holds prospects calling about arrests, DUIs, or criminal charges — immediately alerting the on-call attorney via SMS while keeping the potential client engaged.

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    Medical Lien Tracking Pipeline

    Tracks all outstanding medical liens across active contingency cases — automating follow-up with providers, flagging overdue responses, and alerting attorneys when liens threaten settlement timelines.

    ComplexSaves 6-10 hours/weekFeatured

    Tracks outstanding medical liens across active contingency cases, automates follow-up with healthcare providers, flags overdue responses, and alerts attorneys when liens threaten settlement timelines.

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    CLE Deadline Tracker & Reminder System

    Tracks each attorney's CLE requirements by state bar and deadline — sending escalating reminders to prevent license compliance failures.

    ComplexSaves 2-4 hours/weekFeatured

    Tracks each attorney's CLE requirements by state bar, monitors hours completed, and sends escalating reminders as compliance deadlines approach — preventing license suspensions from missed CLE.

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    IOLTA Balance Alert & Trust Account Monitor

    Monitors trust account balances against active client matters daily — flagging discrepancies, low retainer balances, and dormant accounts before they become bar complaints.

    ComplexSaves 3-5 hours/weekFeatured

    Monitors IOLTA trust account balances against active client matters daily — automatically flagging discrepancies, low retainer balances, and dormant accounts before they trigger bar complaints.

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    Deposition Scheduling Automation

    Automates deposition scheduling — coordinating deponent availability, court reporter booking, videographer, and location in one workflow that eliminates hours of back-and-forth.

    ComplexSaves 5-8 hours/weekFeatured

    Automates deposition scheduling across multiple parties — coordinating deponent availability, court reporter booking, videographer, and location confirmation in a single workflow.

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    Legal Process Onboarding Series

    Delivers a multi-step onboarding sequence to new clients explaining each stage of their specific case type — reducing check-in calls and improving client satisfaction.

    ComplexSaves 4-6 hours/weekFeatured

    Delivers a multi-step onboarding email/SMS series to new clients explaining each stage of their specific case type — reducing inbound status calls by 50-70% and improving client satisfaction scores.

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    Referral Source Appreciation Campaign

    Keeps the firm top-of-mind with referring attorneys, doctors, and financial advisors through monthly touchpoints, case outcome updates, and appreciation gestures.

    ComplexSaves 4-6 hours/weekFeatured

    Systematically nurtures relationships with referring attorneys, physicians, financial advisors, and other referral sources through monthly touchpoints, case outcome updates, and appreciation gestures.

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    AI Voice Agent — Law Firm After-Hours Receptionist

    AI voice agent answers every law firm call after hours — qualifying case type and urgency, capturing contact details, and alerting on-call attorneys for emergencies immediately.

    StandardSaves 5-8 hours/weekFeatured

    AI voice agent answers every inbound call after hours and during peak volume — qualifying case type and urgency, capturing contact details, and alerting the on-call attorney for emergencies like arrests or urgent hearings.

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    Immigration Status Pre-Screener

    AI pre-screener qualifies immigration inquiries by visa category, current status, country of origin, and urgency — delivering categorized leads to immigration attorneys with full intake context.

    ComplexSaves 6-10 hours/week

    AI pre-screener qualifies immigration inquiries by visa category, current status, country of origin, and timeline — delivering warm, categorized leads to immigration attorneys with full intake context.

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