Legal automation: structured client intake
A law firm loses valuable time collecting the same client information over email, phone and paper, case after case. Our automation system structures new client intake, from the initial request through collecting the documents needed, so your lawyers start every case with information already organized.
Get a free diagnosis- AI voice and chat agents
- Make, Zapier and n8n workflows
- Chatbots and RAG systems on your data
- WhatsApp and Telegram bots
- Integrations across all your tools
Is the automation secure for confidential information?
We build the system on tools that respect the confidentiality your practice requires, with access limited to the right people.
Does this replace the first conversation with the client?
No. Automation sets the stage, collecting basic information and documents, so the first human conversation goes straight to the substance of the case.
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