Family & divorce lawyers — Automation for family law firms
Callers reach out in a hard moment, financial disclosure papers trickle in, and clients keep asking what happens next. These are the parts software can take over, with your attorneys still deciding on legal strategy, filings and any safety concern, and no legal advice from the software. 34 automations fit, each with an example and workflow written for family & divorce lawyers.
What family & divorce lawyers automate
Showing 34 use cases for family & divorce lawyers
- Calls & leadsPlanned for a clientAI receptionistAn AI assistant answers when the front desk is busy, books consultations and flags hearings and safety concerns.Family & divorce lawyersHow it works
- Calls & leadsPlanned for a clientMissed-call text-backMissed callers get a text asking the type of family matter, with a link to book a consultation.Family & divorce lawyersHow it works
- Calls & leadsBuilt for a clientInstant lead responseWeb and directory inquiries about divorce or custody get a reply right away, with a link to book a consultation.Family & divorce lawyersHow it works
- Calls & leadsBuilt for a clientLead qualification & routingNew inquiries are sorted by matter type, county and urgency, and routed to the right attorney.Family & divorce lawyersHow it works
- Calls & leadsLead nurture sequencesPeople not ready to file get a short series of plain process emails and stop hearing from the firm when they reply.Family & divorce lawyersHow it works
- Calls & leadsIn build for a clientWebsite chat assistantA chat on the firm's site answers process questions from the firm's own pages and books consultations.Family & divorce lawyersHow it works
- Calls & leadsPlanned for a clientQuote follow-upFollows up on flat-fee divorce quotes by the contact method the client marked safe, and stops the moment they reply.Family & divorce lawyersHow it works
- Calls & leadsBuilt for a clientQuote & proposal builderDrafts a prenup or uncontested divorce fee quote from your fee schedule and intake notes, for the attorney to set.Family & divorce lawyersHow it works
- SchedulingBuilt for a clientOnline self-bookingProspective clients book paid consultations online after a few screening questions for the conflict check.Family & divorce lawyersHow it works
- SchedulingAppointment remindersClients get reminders before consultations, mediations and prep meetings, and can confirm or reschedule.Family & divorce lawyersHow it works
- Intake & documentsBuilt for a clientDigital intake formsNew clients fill in an online intake about the marriage, children, home and income, filed to the matter.Family & divorce lawyersHow it works
- Intake & documentsClient onboardingAfter a client says yes, the fee agreement, retainer, intake form and first meeting go out in order.Family & divorce lawyersHow it works
- Intake & documentsDocument collectionClients get a checklist for financial disclosure: pay stubs, tax returns, bank and retirement statements.Family & divorce lawyersHow it works
- Intake & documentsBuilt for a clientDocument data extractionBank, pay and retirement statements are read into a worksheet the paralegal uses for the financial statement.Family & divorce lawyersHow it works
- Intake & documentsBuilt for a clientDocument generationPetitions, financial statement drafts and client letters are filled from the matter's data for the attorney to review.Family & divorce lawyersHow it works
- Intake & documentsDocument classificationIncoming filings, opposing counsel letters and client uploads are labeled, filed to the right matter and routed.Family & divorce lawyersHow it works
- Customer communicationCustomer status updatesClients get a short update when their divorce or custody matter moves to the next stage.Family & divorce lawyersHow it works
- Customer communicationInbox triageEmails are sorted by matter and urgency, so notices from the court and opposing counsel are seen first.Family & divorce lawyersHow it works
- Customer communicationAI reply draftingCommon client questions about the process get a draft reply from the file, for the paralegal or attorney to send.Family & divorce lawyersHow it works
- Customer communicationReview requestsClients whose matter has closed are asked, gently, whether they'd leave a review, and new reviews are flagged.Family & divorce lawyersHow it works
- Customer communicationMeeting notes & follow-upsStrategy meetings become a summary, task list and draft follow-up email for the attorney to approve.Family & divorce lawyersHow it works
- Billing & paymentsBuilt for a clientInvoicing automationTime entries become draft monthly invoices with trust balances shown, for the attorney to review before sending.Family & divorce lawyersHow it works
- Billing & paymentsPayment remindersClients get polite reminders when an invoice is due or the retainer needs to be topped up, with a payment link.Family & divorce lawyersHow it works
- Billing & paymentsFailed payment recoveryCatches declined payment plan charges, sends a secure update link to the client's safe contact, and flags who's behind.Family & divorce lawyersHow it works
- Billing & paymentsBank and payment reconciliationTrust and operating deposits are matched to client ledgers each month, with gaps flagged for the bookkeeper.Family & divorce lawyersHow it works
- Billing & paymentsBooking deposits & no-show feesPaid consultations are booked by card with the cancellation policy shown. Staff decide on any no-show fee.Family & divorce lawyersHow it works
- Inventory & operationsBuilt for a clientProduction tracking boardA live board of every matter's stage: served, disclosures, mediation, temporary orders, settlement or trial, judgment.Family & divorce lawyersHow it works
- Inventory & operationsBuilt for a clientApproval workflowsRoutes unearned retainer refunds, write-offs and fee exceptions to the responsible attorney, and records each answer.Family & divorce lawyersHow it works
- Inventory & operationsCompliance trackingTracks bar dues, CLE, court mediator roster renewals and malpractice insurance, and reminds each attorney in time.Family & divorce lawyersHow it works
- Inventory & operationsRecurring task coordinationRepeating case tasks like discovery deadlines and parenting plan follow-ups are created and tracked.Family & divorce lawyersHow it works
- Team & HREmployee onboardingRuns a new family law paralegal's first weeks: paperwork, accounts, safety flags, disclosure forms and check-ins.Family & divorce lawyersHow it works
- Data & reportingBuilt for a clientSystem syncKeeps contacts, opposing parties, hearing dates and payments in step between intake, Clio, calendars and accounting.Family & divorce lawyersHow it works
- Data & reportingAutomated reportingA weekly report shows new consultations, retained matters, upcoming hearings and unpaid balances.Family & divorce lawyersHow it works
- Data & reportingData cleanup and alertsFinds matters missing an opposing party, a next hearing date or a safety flag, and duplicate contacts in Clio.Family & divorce lawyersHow it works
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