Integrations · Legal
Put an AI employee to work in LegalServer.
Case management used by legal aid organizations. Your AI employee connects to it over LegalServer's web API, works at the approval level you set, and logs every action it takes.
What an AI employee can do 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.
An example in LegalServer
A regional legal aid organization handles housing cases. A tenant calls after getting an eviction notice. The agent walks through the Prescreen questions the organization uses, such as household size, income and county, and records the answers in LegalServer. If the caller looks eligible, it books an intake appointment and texts a reminder. If not, it offers the Referral list staff approved. It notes the notice date so staff see the deadline. The call and the outcome are recorded on the case for reporting.
What stays with your people
Your staff make the final eligibility decision, accept or decline cases, and give all legal advice.
The connection
- How it connects
- Over LegalServer's web API (HTTPS), or an MCP server where one exists. Its key is stored as a secret, scoped to the job, and never written into the AI employee's instructions. Set it up yourself in the Studio, or have us do it.
- What it reads and writes in LegalServer
- Case, Prescreen, Case note, Referral.
- Approval level
- Off, suggest, draft or autonomous, granted by you task by task. Outbound texts and deletions never pass draft.
- On the record
- Every call it makes to LegalServer is logged with what it did and when, so a person can pick up where it left off.
Industries that often run LegalServer
Questions about LegalServer
- Does the agent decide who is eligible?
- No. It asks your screening questions and records the answers. Your staff make the eligibility decision.
- Can it handle callers who speak Spanish?
- It can be built to hold the conversation in the languages your organization serves, and to note the preferred language on the case.
- Does it help with funder reporting?
- It records each call outcome in the fields your reports use, so the numbers reflect what actually happened.
