Client communication,
handled
professionally
AI agents that intake new clients, answer service questions from your knowledge base, schedule consultations, and manage referrals — keeping sensitive matters routed to a partner while speeding up routine inquiries.
7-day free trial · Cancel anytime · Set up in 10 minutes"I need help with an employment contract. What's your process?"
"Hi James! We specialize in employment law. Here's our process: initial consult ($150), contract review (2-3 days), and revisions as needed. Ready to schedule?"
Workflows built
for your practice
New Client Intake
Collect client information, check conflicts of interest automatically, verify contact details, and schedule initial consultations — all before your team's first email.
- ✓ Gathers: name, company, matter, timeline
- ✓ Cross-references against closed matters
- ✓ Books consultation in your calendar
Service Inquiry
Answer common questions about services, pricing, timelines, and processes using your knowledge base — without a human jumping in.
- ✓ "What do you charge for a will?"
- ✓ "How long does probate typically take?"
- ✓ "Do you handle LLC formation?"
Document Request & Routing
Route specialized requests (e.g., "I need a retainer agreement reviewed") to the right partner with full context captured.
- ✓ Identify document type and complexity
- ✓ Route to your tax team, corporate practice, etc.
- ✓ Keep client informed of progress
Referral Management
Track referral sources, follow up with referring parties, and close the feedback loop to strengthen your referral network.
- ✓ Tag incoming leads by source
- ✓ Auto-notify referrers of case status
- ✓ Generate referral ROI reports
Organized like
your practice
An Intake Agent reads every message and sends it to the right Supervisor Agent. Each Supervisor Agent holds its own Specialist Agents for the specific requests that come up — with sensitive matters routed straight to a partner.
Supervisor Agents
New Clients
Intake, conflict checks, and booking the first consultation.
Service Questions
Pricing, timelines, and process — answered from your knowledge base.
Documents
Shown belowDocument requests, review, and routing to the right partner.
Referrals
Source tagging, referrer follow-ups, and status updates.
Specialist Agents inside “Documents”
When a client messages, the Documents Supervisor Agent picks the specialist for the exact request — each with its own instructions, knowledge base, and handoff rules.
Contract Review
Identifies the document type and complexity, captures context.
Corporate Filings
LLC formation, incorporations, and entity paperwork.
Tax Documents
Routes tax matters to your tax practice with full context.
Estate & Wills
Wills, probate timelines, and the documents each step needs.
Status Updates
Keeps clients informed on where their document stands.
Every Supervisor Agent works the same way
New Clients, Service Questions, and Referrals each hold their own Specialist Agents — built exactly like the Documents ones above. The Intake Agent routes every message to the right one, and any specialist hands off to a partner the moment a matter needs legal judgment — specific advice, confidential case details, and fee negotiations always stay with people.
Sensitive topics
stay with
humans
Do Not Respond Rules
Flag sensitive topics so your agent routes them immediately to a partner:
- • Specific legal advice — "Can I sue my employer?" routes to attorney
- • Confidential case details — existing client updates route to their assigned counsel
- • Financial figures — tax planning, fee negotiations route to partners
Data Security
- ✓ End-to-end encryption for all conversations
- ✓ Company-isolated data — zero cross-tenant leakage
- ✓ HIPAA-ready (BAA available on request)
Keep partners
in the loop,
keep clients informed
AI identifies need for a partner
Client asks about patent strategy. Agent checks KB, sees this requires a partner's review.
Assigns to partner + captures context
Routes to your IP counsel with full conversation transcript and client profile. Notifies them via Slack/email.
Follow-up nudges
If no response after 2 hours, escalate to partner lead. If 24 hours pass, auto-notify client of delay.
Client stays informed
The partner sends their reply via Reply Flow. Client gets immediate notification. Conversation stays in one thread.
Faster response
Clients see "Your matter assigned to Jane" in real-time.
No context loss
Partners read the conversation from the start, not a forwarded email thread.
Accountability
Escalation rules ensure nothing falls through cracks.
Everything you need,
included
Knowledge Base
Sync your processes, FAQs, and fee structures. AI learns what you know.
Automation
Trigger workflows: conflict check, calendar booking, referrer notifications.
CRM
Track prospects, clients, referrers, and matter status in one inbox.
AI Agents
Train once, tune deep. Your agent improves as you adjust its instructions.
WhatsApp + Email
One inbox for both channels. Clients reply where they prefer.
Analytics
See what questions come in, which ones the AI handles, which route to a partner.
Ready to speed up
client intake?
Set up in 10 minutes. Try free for 7 days. Cancel anytime.
Start your free trial
Ready to build
your first agent?
7-day free trial. Connect your channels, write your first scenarios, and have your agent answering customers within the hour.