Law firms — Automation for law firms
Law firms lose hours to intake calls, document chasing, status questions and month-end billing. Automation handles that routine work, while attorneys keep every legal judgment, conflict check and client decision. 38 automations fit, each with an example and workflow written for law firms.
In depth for law firms
- Legal Intake Answering Service: AI Receptionist for Law FirmsAn AI receptionist for law firms answers after hours, asks intake questions by practice area, books consultations and sends court dates to an attorney.Read the guide
- Law Firm Client Intake Automation and Online Intake FormsOnline intake forms for law firms that branch by practice area, check for missing answers, save to the matter and flag court dates for the attorney.Read the guide
- Instant Lead Response for Law Firms: Reply to Every InquiryWebsite, directory and ad inquiries to your law firm get an immediate reply asking the case type and court dates, with a link to book a consultation.Read the guide
What law firms automate
Showing 38 use cases for law firms
- Calls & leadsPlanned for a clientAI receptionistWhen the front desk is busy or closed, an AI assistant answers, books consultations and flags court dates.Law firmsHow it works
- Calls & leadsPlanned for a clientMissed-call text-backWhen a call to the firm goes unanswered, the caller gets a text asking the type of matter and offering a consultation.Law firmsHow it works
- Calls & leadsBuilt for a clientInstant lead responseWeb and directory inquiries get a reply right away asking the case type and any court dates, with a link to book.Law firmsHow it works
- Calls & leadsBuilt for a clientLead qualification & routingNew inquiries are sorted by practice area, county and deadline, then sent to the right attorney with a summary.Law firmsHow it works
- Calls & leadsLead nurture sequencesPeople who had a consultation but didn't sign get a few useful follow-ups, and intake hears when they reply.Law firmsHow it works
- Calls & leadsIn build for a clientWebsite chat assistantAnswers website questions about practice areas, fees and consultations any hour, without giving legal advice.Law firmsHow it works
- Calls & leadsPlanned for a clientQuote follow-upFollows up on fee quotes and unsigned engagement letters on a set schedule, and alerts intake when someone replies.Law firmsHow it works
- Calls & leadsBuilt for a clientQuote & proposal builderDrafts a fee quote and engagement letter from your fee schedule and the intake notes, for the attorney to review.Law firmsHow it works
- SchedulingBuilt for a clientOnline self-bookingPotential clients book and pay for consultations online, and the attorney can check conflicts before the meeting.Law firmsHow it works
- SchedulingAppointment remindersClients get reminders before consultations and meetings, with the documents to bring and the video link.Law firmsHow it works
- Intake & documentsBuilt for a clientDigital intake formsNew clients answer intake questions for their case type on their phone, and key dates go straight to the attorney.Law firmsHow it works
- Intake & documentsClient onboardingOnce a client says yes, the engagement letter, retainer, matter setup and first meeting run in order.Law firmsHow it works
- Intake & documentsDocument collectionClients get a checklist of records to upload for their case type, with reminders until each item arrives.Law firmsHow it works
- Intake & documentsBuilt for a clientDocument data extractionMedical bills, records and police reports are read into the case file, with unsure fields marked for staff.Law firmsHow it works
- Intake & documentsBuilt for a clientDocument generationEngagement letters, demand letters, estate documents and standard forms are filled from the matter for attorney review.Law firmsHow it works
- Intake & documentsDocument classificationCourt notices, opposing counsel letters and client records are filed to the matter, and deadlines go to the attorney.Law firmsHow it works
- Customer communicationCustomer status updatesClients get a text or email when their case reaches the next stage, so fewer calls ask what's happening.Law firmsHow it works
- Customer communicationInbox triageFirm emails are sorted into new inquiries, client messages and court items, linked to the matter and routed.Law firmsHow it works
- Customer communicationAI reply draftingDrafts replies to client emails about meetings, documents and next steps, for the paralegal or attorney to send.Law firmsHow it works
- Customer communicationReview requestsClients get a review link when their matter closes, and new reviews are flagged for an attorney to answer.Law firmsHow it works
- Customer communicationRenewal remindersClients hear before a work permit or visa expires, or an estate plan is due for review, with a link to book.Law firmsHow it works
- Customer communicationMeeting notes & follow-upsClient meeting notes become a summary, task list and draft follow-up letter for the attorney to review.Law firmsHow it works
- Billing & paymentsBuilt for a clientInvoicing automationPre-bills are drafted from time entries and costs each cycle, for the attorney to review before invoices go out.Law firmsHow it works
- Billing & paymentsPayment remindersClients get friendly invoice reminders and trust replenishment requests, and attorneys decide on unpaid accounts.Law firmsHow it works
- Billing & paymentsFailed payment recoveryCatches declined payment plan charges, sends the client a secure link to update the card, and flags who's still unpaid.Law firmsHow it works
- Billing & paymentsSupplier invoice processingReads court reporter, process server and expert invoices from email, matches them to matters and drafts the bills.Law firmsHow it works
- Billing & paymentsExpense receipt routingReads attorneys' receipt photos for filing fees, parking and mileage, and codes them to the right matter as costs.Law firmsHow it works
- Billing & paymentsBank and payment reconciliationTrust deposits and payments are matched to client ledgers each month, and differences go to the bookkeeper.Law firmsHow it works
- Billing & paymentsBooking deposits & no-show feesTakes the consultation fee or a card on file at booking, shows the cancellation policy, and charges only after review.Law firmsHow it works
- Inventory & operationsBuilt for a clientProduction tracking boardA live board of every matter's stage, from intake to closing, with a view for attorneys, paralegals and billing.Law firmsHow it works
- Inventory & operationsBuilt for a clientApproval workflowsRoutes bill write-downs, trust disbursements and fee exceptions to the right partner, and records each decision.Law firmsHow it works
- Inventory & operationsCompliance trackingTracks bar dues, CLE credits, malpractice insurance and notary commissions, and reminds each person before a deadline.Law firmsHow it works
- Inventory & operationsRecurring task coordinationMonthly client check-ins, file reviews and trust reconciliations are created on schedule and followed up until done.Law firmsHow it works
- Team & HREmployee onboardingRuns a new associate or paralegal's first weeks: conflicts disclosure, paperwork, accounts, training and check-ins.Law firmsHow it works
- Team & HRTimesheets & payroll prepCollects staff hours from the time clock, flags overtime and missed punches, and sends approved totals to payroll.Law firmsHow it works
- Data & reportingBuilt for a clientSystem syncKeeps contacts, matters, payments and invoices in step between intake, practice management and accounting.Law firmsHow it works
- Data & reportingAutomated reportingA weekly report shows new leads, signed matters, hours billed and unpaid balances, with a short plain summary.Law firmsHow it works
- Data & reportingData cleanup and alertsFinds duplicate contacts that weaken conflict checks, matters with no attorney, and stale trust balances.Law firmsHow it works
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