AI-Agents for Request Intake in Legal Services working with Formstack
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send approved client agreements for signature and update the matter team.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
32 toolsBook prospective client consultations with an available attorney.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
29 toolsResolve colleague access to private client matter channels.
Get requested teammates into your private Teams channel without checking every account yourself. See who joined and who needs team access.
19 toolsRequest missing power of attorney forms before legal approval continues.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
33 toolsAdd text from photographed evidence to the right legal review case.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 toolsSend engagement agreements and show which client signatures remain.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 tools
