Legal
Your AI Paralegal, Case Manager & Client Intake Specialist
"Drowning in document drafting and deadline management?"
AI employees that draft documents, manage case deadlines, handle client intake, and keep your firm organized. Reduce billable hour leakage and never miss a filing deadline again.
By the numbers: In Clio's 2024 secret-shop of 500 US law firms, only 40% answered the phone, and 48% were essentially unreachable by phone (never answered or called back). Source: Clio Legal Trends Report 2024 (secret shop conducted by Lux), 2024.
A Day in the Life of Victoria
Your AI Attorney
- Potential client calls about a personal injury case at noon
- Victoria answers, conducts a conflict check against existing clients
- Gathers case details: incident date, parties involved, injuries
- Creates an intake record with case category and urgency level
- Routes to the appropriate attorney with a case summary
Latest Legal articles · newest first
One legal problem at a time — what changes when an AI agent handles it.
- Your Invoice Generation Agent Runs Pre-Bills While Attorneys PracticeSep 11, 2026
The Invoice Generation Agent builds pre-bills, chases attorney review, applies billing guidelines and delivers each invoice by email, portal or LEDES.
- Your Brief Agent Assembles the Motion Record While You Write ArgumentSep 10, 2026
The Brief Agent assembles factual background and procedural history, formats to court rules and builds the authorities table, so associates argue.
- Your Case Status Reporting Agent Updates Clients While You Try CasesSep 9, 2026
The Case Status Reporting Agent pulls dockets, billing and notes into attorney dashboards and client status reports, and sends them on schedule every time.
- Your Document Filing Agent Keeps the Current Version in the MatterSep 8, 2026
The Document Filing Agent names, files and versions every matter document and surfaces the latest draft on request, so paralegals stop hunting for files.
- Your Collections Agent Works the A/R Aging While You Work the MatterSep 8, 2026
The Collections Agent sends payment reminders, offers the firm's approved plan terms and logs each reply in Clio, so the billing partner keeps practicing.
- Your Time Entry Agent Writes the Narrative While You Argue the MotionSep 8, 2026
The Time Entry Agent drafts time entries with narratives clients accept and sends end-of-day reminders, so attorneys spend the day on the matters.
Challenges We Solve
- !Tracking deadlines across dozens of active cases
- !Drafting routine legal documents efficiently
- !Managing client intake and conflict checks
- !Organizing discovery documents and evidence
- !Billing accurately for all time spent
AI-Powered Features
- Automated case deadline tracking and alerts
- Legal document drafting from templates
- Client intake forms with conflict checking
- Discovery document organization and indexing
- Time tracking and billing automation
- Court filing reminders and calendar management
- Client communication logging
- Statute of limitations tracking
The five workflows every industry shares
The same five run in all 27 industries. What changes for legal is the overlay: the records, the stages and the words. How it works.
The Legal overlay: Clients, Matters, Intakes, Cases / Matters, Filings. Stages: Intake → Conflict Check → Engaged → Discovery → Litigation → Settlement → Closed.
Intake and triage
Every call, text, email and form becomes a intake on the client's record, with who, why and the next step. A fixed ladder of rules sorts it before any model is asked.
Touches: Opens the matter at Intake.
Follow-up
Moves each matter forward and writes down why each move happened. Chases the matters that have gone quiet, and stops when a person says stop.
Touches: Intake to Closed, one stage at a time.
Scheduling
Books the visit, call or appointment on the calendar and on the matter, sends the confirmation and the reminder, and reschedules when the client asks.
Touches: The calendar and the matter.
Quoting
Prepares the quote from your price book or template, sends it once a person approves it, and follows up until it is answered.
Touches: Intakes and the matter.
Reporting
Each day, what each agent did and what it proposed, built from the log of every action it took. Nothing is reported that was not recorded.
Touches: The record, read back to you.
Workflows specific to Legal
Real automation workflows — your agents work in the tools your legal business already uses, through each tool's own connection or in the browser, and record every result in your CRM.
Client Intake & Conflict Check
AI handles initial client inquiries, collects case details via phone or form, runs conflict checks against your database, and schedules consultations.
Document Drafting
Generates first drafts of contracts, motions, demand letters, and correspondence using your firm's templates and case-specific details.
Case Management
Tracks all deadlines, hearings, depositions, and filings. Sends reminders to attorneys and staff. Updates case status automatically.
Billing & Collections
Captures time entries from calendar events and communications, generates invoices, and sends payment reminders to clients.
Annual Impact for Legal
Based on 24 workflows mapped across 5 departments
Department-by-Department Assessment
Every workflow mapped with friction score, time investment, and savings potential
| Workflow | Friction | Hrs/Wk | Annual Cost | Savings | Annual Savings |
|---|---|---|---|---|---|
Case Intake & Conflict Check Intake coordinators manually key client information into multiple systems. Conflict checks require s... | 8 | 15h | $50,700 | 70% | $35,490 |
Document Assembly & Drafting Paralegals spend hours formatting documents that follow predictable templates. Case-specific details... | 7 | 20h | $78,000 | 55% | $42,900 |
Discovery Management Discovery deadlines are tracked in spreadsheets that fall out of sync. Privilege logs are built manu... | 8 | 18h | $79,560 | 60% | $47,736 |
Deadline & Statute Tracking Deadline calculation involves jurisdiction-specific rules, tolling events, and procedural requiremen... | 9 | 10h | $49,400 | 75% | $37,050 |
Case Status Reporting Status reports are compiled manually from multiple systems — the case management platform, billing r... | 6 | 8h | $27,040 | 70% | $18,928 |
| Department Total | 71h | $284,700 | $182,104 |
Investment & Return
Conservative estimates based on your 24 mapped workflows
Conservative
Automate highest-ROI workflows first
Recommended
Full department coverage across your business
Full Deployment
Every workflow automated with dedicated agents
Supported Roles
Talk to an AI About Your Legal Business
Call Ava, our AI voice agent, and hear exactly how AgentWorks can transform your legal workflows. Available 24/7.
(727) 239-4646Your Legal AI Expert Is Free
No cost to get started. Pick your industry and sign up — your AI Ambassador will have you creating agents and workflows in minutes.