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Legal Solutions / Workflows
Your firm’s workflows.
Connected by intelligence.
Start with a recurring handoff, an unanswered message, or a task that keeps falling behind.
Workflow 01
New client intake
Move a new inquiry toward a prepared consultation.
- 01New inquiry
- 02AI qualification
- 03Conflict-check workflow
- 04Consultation booking
- 05Intake forms
- 06Document collection
- 07Matter creation
- 08Staff notification
Your firm defines qualification criteria and reviews conflict checks. Only authorized steps proceed.
Workflow 02
Client communication
Prepare a relevant response with the right context.
- 01Client message
- 02Categorize request
- 03Retrieve permitted matter context
- 04Draft response
- 05Attorney / staff review
- 06Send
- 07Log activity
Staff review communications before sending. Legal advice and sensitive requests stay with the responsible attorney.
Workflow 03
Matter management
Make the next step and its owner visible.
- 01Matter activity
- 02Identify missing next step
- 03Create task
- 04Assign owner
- 05Notify team
- 06Monitor completion
- 07Escalate if overdue
Your team sets task rules, ownership, and escalation paths.
Workflow 04
Document workflow
Turn incoming files into organized, reviewable work.
- 01Document received
- 02Classify
- 03Extract information
- 04Summarize
- 05Associate with matter
- 06Notify attorney
- 07Create required tasks
Attorneys verify extracted information, summaries, and matter associations before relying on them.
Workflow 05
Billing & collections
Prepare timely follow-up on outstanding balances.
- 01Invoice aging
- 02Identify overdue account
- 03Prepare reminder
- 04Human approval
- 05Send
- 06Follow up
- 07Update status
Billing staff verify balances, recipients, and approved communication before release.
Workflow 06
Deadline management
Help the assigned team prepare for important dates.
- 01Upcoming deadline
- 02Verify matter
- 03Alert assigned team
- 04Create tasks
- 05Monitor progress
- 06Escalate if incomplete
Human review and authoritative legal deadline systems remain central. AI is not the sole deadline authority.
Your team reviews. Your team approves.
Agree permissions, review points, and action records before an agent acts.
- 01Detect
- 02Explain
- 03Recommend
- 04Review
- 05Approve
- 06Execute
- 07Audit
Attorneys retain responsibility for legal decisions and professional judgment.
Keep your systems. Add intelligence.
Start with one workflow
worth improving.
Bring your tools, your team, and an administrative bottleneck.
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