AI-Agents for Attorneys in Sales Operations
Log replies, send outreach emails, book lead meetings. Every one is ready to run, and you can adjust it in plain language.
Request PDF Signatures
Send the approved client agreement and keep its signature request in view.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Works with
8 tools
8 tools
Confirm Client Appointments
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.
Works with
1–2 of 2
