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Industry: Legal & Immigration

Miss a Deadline.
Lose the Case.

AI agents that handle client intake, document checklists, and deadline tracking — so your firm never misses a filing window.

Case Intel
Active Cases47

12

Upcoming

0

Missed

Critical Deadline

Smith v. USCIS — Response due in 14 days · Actioned

Workflows

Automation for Legal Practice.

From intake to case closure, our AI agents handle the administrative burden that consumes billable hours.

Client Intake

Automated collection of case details, document requests, and preliminary eligibility assessment

Document Checklists

AI-generated personalized document checklists for each case type, sent to clients automatically

Case Status Updates

Proactive AI-powered status notifications to clients as cases progress through stages

Deadline Management

Critical filing deadline tracking with automated reminders to staff and clients weeks in advance

Consultation Scheduling

AI-powered booking for consultations with appropriate attorneys based on case type and availability

Client Reminders

Automated reminders for upcoming appointments, document deadlines, and scheduled interviews

Impact

Proven Performance

85%

Reduction in missed deadlines

3.1×

More consultations booked

60hrs

Staff hours saved per month

94%

Client satisfaction score

FAQ

Common Questions

Data security is paramount. All case information is encrypted in transit and at rest. Our workflows are designed to minimize data retention — we only store what's needed for the automation. We sign Business Associate Agreements (BAAs) and comply with all applicable bar association data handling requirements.
Yes. During intake, the AI collects case type and jurisdiction, then routes to the appropriate workflow with case-specific document checklists, deadline calculators, and escalation paths. Immigration, family law, business law, and criminal defense all have distinct workflows.
The AI is designed to handle administrative and informational queries. Complex legal questions are immediately escalated to the appropriate attorney with full context. The system never provides legal advice — it facilitates communication and administrative tasks.
Our deadline engine is jurisdiction and case-type aware. It knows filing windows, response deadlines, and notice periods for each supported case type. Critical deadlines are flagged for attorney review before staff are notified, ensuring legal accuracy.

Secure Your Practice Today.

Book a free firm automation assessment and get a complete audit of your current intake, deadline tracking, and client communication processes.