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24 automations found
$199
Automates the full new-client intake workflow — from consultation to signed engagement letter and retainer payment — so attorneys spend zero time chasing paperwork.
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.
$199
AI chatbot qualifies PI leads 24/7 — accident date, fault, injuries, insurance status — routing only strong cases to the attorney intake team.
AI chatbot qualifies personal injury leads 24/7 — accident date, fault, injuries, insurance status — and routes only qualified cases to the attorney intake team.
$199
Qualifies divorce, custody, and family law inquiries by asset complexity, children, urgency, and prior filings — routing to the right attorney before the first call.
Qualifies divorce, custody, and family law inquiries by asset complexity, children, urgency, and prior filings — routing to the right attorney and booking consultations automatically.
$199
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.
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.
$199
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.
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.
$199
Tracks each attorney's CLE requirements by state bar and deadline — sending escalating reminders to prevent license compliance failures.
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.
$199
Monitors trust account balances against active client matters daily — flagging discrepancies, low retainer balances, and dormant accounts before they become bar complaints.
Monitors IOLTA trust account balances against active client matters daily — automatically flagging discrepancies, low retainer balances, and dormant accounts before they trigger bar complaints.
$199
Automates deposition scheduling — coordinating deponent availability, court reporter booking, videographer, and location in one workflow that eliminates hours of back-and-forth.
Automates deposition scheduling across multiple parties — coordinating deponent availability, court reporter booking, videographer, and location confirmation in a single workflow.
$199
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.
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.
$199
Keeps the firm top-of-mind with referring attorneys, doctors, and financial advisors through monthly touchpoints, case outcome updates, and appreciation gestures.
Systematically nurtures relationships with referring attorneys, physicians, financial advisors, and other referral sources through monthly touchpoints, case outcome updates, and appreciation gestures.
$199
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.
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.
$199
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.
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.