AI-Agents for Attorneys in Client Services
Agents help Attorneys keep client matters moving and make room for legal judgment.
Tell clients when counsel returns and flag urgent matter emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsReply in client threads and flag time-sensitive matters for coverage.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsFlag client meeting invitations that clash with case appointments.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
7 toolsAdd missing video links to virtual client consultation invites.
Your guests get updated invitations with a video link, and you get an email explaining the fix when a virtual appointment needs one.
4 toolsCheck consultation details against the calendar and draft a reply.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.
5 toolsGive flagged client emails a task for tomorrow with the next action.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 toolsPut a video link in booked client consultation invitations.
You and your client get the same joining link in the updated invitation for a video appointment.
Confirm client consultations and send the meeting purpose.
Your clients and staff get a confirmed appointment time and purpose when a booking request fits your service and staff calendar.
Keep client consultations on the calendar and confirm their times.
See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.
Draft careful client replies grounded in earlier correspondence.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
