Browse AI Automations

Automates client communication throughout the settlement disbursement process — from offer acceptance through lien payoff, attorney fees, and final check delivery.

Automates client communication throughout the disbursement process — from settlement confirmation through lien payoff, attorney fees, e-sign authorization, and final check delivery.

Tracks outstanding settlement demands by carrier — alerting attorneys when response deadlines pass, offers fall below thresholds, or bad faith indicators emerge.

Tracks outstanding settlement demands by carrier and adjuster — alerting attorneys when response deadlines pass, offers fall below thresholds, or bad faith indicators emerge across the caseload.

Tracks bar license renewal deadlines and malpractice insurance renewals for every attorney across all licensed jurisdictions — sending 90/60/30-day alerts to prevent lapses.

Tracks bar license renewal deadlines and malpractice insurance renewals for every attorney across all licensed jurisdictions — sending escalating alerts to prevent lapses that expose the firm to liability.

Automates expert witness onboarding from initial engagement through briefing material delivery, invoice tracking, and report deadline management.

Automates expert witness engagement from initial outreach and retainer through briefing material delivery, deposition prep scheduling, and report deadline management.

Auto-generates a customized trial preparation task list 60 days before trial — assigning tasks to attorneys and paralegals, tracking completion, and escalating overdue items.

Auto-generates a customized trial preparation checklist 60 days before trial — assigning tasks to team members, tracking completion deadlines, and escalating overdue items to lead counsel.

Automatically notifies clients when their case hits key milestones — filed, served, discovery complete, motion ruled — keeping them informed without attorney call time.

Automatically notifies clients when their case hits key milestones — complaint filed, defendant served, discovery completed, motions ruled — keeping clients informed without consuming attorney time.

Sends clients 72-hour, 24-hour, and 2-hour reminders before hearings — including what to wear, where to go, what to bring, and how to behave in court.

Sends 72-hour, 24-hour, and 2-hour reminders to clients before hearings and court dates — including dress code, courthouse location, what to bring, and courtroom conduct guidance.

Automates case closure — final summary letter, document delivery, satisfaction survey, referral request, and long-term stay-in-touch for post-resolution clients.

Automates the full case closure experience — final summary letter, document delivery, satisfaction survey, referral request, and a long-term stay-in-touch sequence for future legal needs.

Annual outreach to past clients offering a complimentary legal review — estate plans, business contracts, or changed circumstances — to surface new matters and generate repeat business.

Annual outreach campaign to past clients offering a complimentary legal review session — surfacing changed circumstances and new legal needs from the firm's most valuable asset: past satisfied clients.

Amplifies attorney CLE presentations, published articles, podcast appearances, and awards to the firm's contact list — building authority and generating inbound inquiries.

Promotes attorney CLE presentations, published articles, podcast appearances, and awards to the firm's contact database — building thought leadership and generating inbound inquiries from prospects and referral sources.