AI for Law Firms

Never miss a client again.

AI voice and chat agents that answer calls, qualify leads and schedule consultations — so your attorneys can focus on practicing law, not playing phone tag. Built for Las Vegas, Henderson and Southern California law firms — scoped with you before any work starts.

Request a scoping call → See Integration Roadmap ↓

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AI Agents

Agents that capture every lead and book every consultation

Fully automated AI that handles the work — no staff required.

Intake Agent

✓ Qualifies potential clients by practice area, urgency, and case type
✓ Collects essential case details and contact information
✓ Runs basic conflict checks against your client database
✓ Routes qualified leads to the right attorney or team

Consultation Scheduler

✓ Books consultations based on attorney availability
✓ Handles rescheduling and cancellations
✓ Sends confirmation emails and calendar invites
✓ Collects consultation fees or retainer deposits when applicable

Document Router

✓ Receives and categorizes incoming documents from clients
✓ Routes documents to the correct case file and attorney
✓ Sends clients secure upload links for sensitive materials
✓ Confirms receipt and flags missing documentation

After-Hours Agent

✓ Answers calls after hours with professional, empathetic responses
✓ Captures urgent matters and escalates to on-call attorneys
✓ Provides general information about practice areas and next steps
✓ Logs every interaction for morning review by the intake team

AI CoPilots

CoPilots that make your team faster

AI tools that augment your staff — not replace them.

Case Research CoPilot

✓ Summarizes case law and statutes relevant to active matters
✓ Drafts research memos from attorney queries
✓ Identifies relevant precedents and opposing arguments
✓ Saves associates hours of research per case

Client Comms CoPilot

✓ Drafts client status update emails
✓ Generates engagement letters and fee agreements
✓ Creates follow-up messages for lapsed leads
✓ Personalizes communication for different practice areas

Billing CoPilot

✓ Generates time entries from calendar events and communications
✓ Reviews invoices for billing guideline compliance
✓ Drafts collection letters for overdue accounts
✓ Tracks trust account balances and flags low balances

Marketing CoPilot

✓ Generates blog posts and thought leadership content
✓ Creates social media posts from case results and firm news
✓ Drafts Google and Facebook ad copy for practice areas
✓ Writes email newsletters and client alerts

Integrations

We connect to the tools you already use

Connect your existing systems to your Agents. We confirm compatibility and scope each integration before work starts.

Internal Calendar

For firms without online scheduling — we become your digital intake system

Custom Chat Widget

Embeddable website chat for lead capture and consultation booking

SMS Notifications

Consultation confirmations, reminders, and follow-ups

Google Calendar

Two-way sync for attorney availability and consultation scheduling

Clio

Full case management, contacts, calendar, and billing sync

MyCase

Client intake, case tracking, and communication sync

PracticePanther

Intake forms, scheduling, and matter management

LawPay

Consultation fee collection and trust account payments

Lawmatics

CRM, intake automation, and marketing pipeline

Smokeball

Automated time tracking and document management

DocuSign

Automated engagement letter and document signing

Zapier

Connect to 5,000+ apps for custom workflows

CosmoLex

Contact, matter, and invoice sync through the CosmoLex Zapier app, plus shared intake form links

Cronofy

Real-time availability and booking across Google, Microsoft, Apple, and on-premise Exchange calendars through one connection

On CosmoLex? Read what an Agent can do on top of it →

See every system we integrate with →

Guardrails

AI with guardrails you control

Every action our Agents takes is classified into one of three tiers. You decide what runs autonomously and what requires approval.

Tier 1 — Autonomous

No Approval Needed

Answering calls, providing practice area information, office hours, and general firm details.

Tier 2 — Autonomous + Notification

Staff Notified

Qualifying leads, scheduling consultations, collecting intake information, sending confirmations.

Tier 3 — Requires Approval

Human Sign-Off

Conflict checks, fee discussions, legal advice boundaries, and any edge case our Agents is not confident about.

Staff reviews the full transcript and recording before any high-stakes action is executed. Attorney-client privilege and ethical obligations are always protected.