AI-Agents for Request Intake in Legal Services working with Zoom
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Turn screenshots of case material into text for document review.
Get copyable text from screenshots right in your review thread, with a shared file and clear marks where the image needs another look.
8 toolsBook client consultations and confirm changes to the calendar.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
29 toolsSend 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32 toolsReplace outdated links in client consultation invitations.
Guests get the current video link in their meeting invitation, and you get an email showing what changed.
25 toolsRemove flagged, unapproved people from matter channels and document the change.
Keep your discussion channels aligned with access reviews, and give reviewers before and after member lists.
12 toolsTell legal clients when their attorney returns and flag urgent case emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsReply to client email and flag matter deadlines for the covering colleague.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsBook case meetings and confirm the time in the email thread.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
10 toolsBook caller meetings around attorneys' availability and confirm the details.
Your callers and staff get the same confirmed time and location after you email the caller's preferred times.
10 toolsSend an added client current details for a remote consultation.
Your new guest gets the current meeting time and joining details by email, while you get a confirmation without emailing the other guests.
7 toolsSend matter reviewers the name and link of each new case file.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
27 toolsSend new legal clients a welcome with their agreed scope and next steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 tools
