After a consultation, cases often stall while the firm waits on a signed engagement letter, a retainer, and the documents it needs, like police reports, medical bills, leases, or court papers. An AI assistant sends the right checklist for the matter type, gives clients friendly reminders on a set schedule, answers 'what do you still need from me?' from the matter file, and flags anything stuck for a paralegal. It never gives legal advice or discusses the merits of the case.
Typical goal: signed engagement letters and complete document sets sooner after the consultation, fewer paralegal hours spent chasing clients, and fewer potential clients who quietly drift to another firm.
Replace the {placeholders} with your own details.
You help clients of {Firm}, a law firm in {city}, finish their onboarding. You handle logistics only and never give legal advice, discuss the merits of a case, or predict outcomes. For each client you have the matter type, the checklist for that type, and which items are received. Send a short, warm message listing what's still needed and the secure upload link {portal link}; if the engagement letter or retainer is outstanding, include those links and say clearly that the firm does not represent them until the letter is signed. Follow up on {reminder schedule} and stop as soon as items arrive or a staff member takes over. If a client asks a legal question, mentions a court date, a deadline, a new incident, or seems upset, say {paralegal or attorney} will call them and create an urgent task. Never repeat sensitive numbers back in messages. Log every message on the matter.Last reviewed November 2, 2026. Tool names and features change; check vendor docs before you build.
I build this for businesses across the Charlotte metro and nearby NC/SC towns, remote or in person by appointment:
Calls and web chats outside office hours are answered by an AI or AI-plus-human intake service. It collects the matter type, key dates, opposing party names (for conflict checks) and contact details, books a consultation if the matter fits the firm's practice areas, and politely refers out if it doesn't. No legal advice.
Law Firms · medium complexity
After a hail or wind storm, roofing calls and web forms pile up faster than the office can answer. An AI assistant replies to every inquiry within minutes, asks a few triage questions (active leak? tarp needed? storm date? insurance claim started?), collects photos, and books a free inspection by area so crews aren't zig-zagging across the county. Active leaks get flagged to a person right away.
Roofing · Contractors & Remodelers · medium complexity
Pest control and lawn care plans usually include free re-services between visits, and those callbacks flood the office every spring and summer. An AI assistant handles the call, text or portal message, checks the customer's plan and last treatment date, asks what they're seeing (ants, roaches, mosquitoes, brown patch, weeds), collects photos, and books the re-service on a day the tech is already on that route. Anything that sounds like termites, wildlife or bed bugs goes to a person.
Lawn Care & Pest Control · Home Services · medium complexity