Integrations · Legal
AgentWorks agents connect to LegalServer and automate client intake and matter work.
Case management used by legal aid organizations. AgentWorks builds the agent around how your business uses it, and the agent records its work in your CRM so nothing it does is invisible. Get your assessment to see how it works in your business.
Get my Industry AssessmentWhat the agent does in LegalServer
- Your intake agent screens callers for eligibility with your questions.
- It schedules intake appointments and sends reminders.
- It records each outcome so reporting to funders is accurate.
Where the work is recorded
An agent that cannot record what it did is a chatbot. Every agent writes intake answers, conflicts checked and next steps, on the matter, in the EngageSuite360 CRM your team already sees, so a person can pick up exactly where the agent left off.
