Better intake, fewer status calls, faster fees.
Legal practices handle many enquiries that are not matters, many status calls that interrupt fee earners, and many documents that arrive late. AI agents qualify enquiries and book consultations, keep clients updated, chase documents and follow up fees, without giving legal advice.
Who this is for: Law firms, attorneys, conveyancers, family and labour law practices, and legal advisory firms.
Where time and money leak.
Intake
Many calls are not matters you take on, but each one needs a person to find out.
Status calls
"What is happening with my matter?" interrupts fee earners.
Documents arrive late
Matters stall waiting for documents and signatures.
Consultations
Booking first consultations takes calls and emails.
Fees
Fee notes are followed up late.
The AI agents that fit, and what each one does here.
Add the ones you want to your plan as you read; they are collected on the pricing page for you.
AI Website Assistant
Explains your practice areas and process, asks the intake questions you set, and books a first consultation. Never gives legal advice.
AI Booking Agent
Clients book consultations online, with reminders.
AI Follow-up Agent
Document and signature reminders until they arrive.
WhatsApp Assistant
Clients ask for a status update and get the latest note your team has approved for sharing.
Payment Reminder Agent
Fee note reminders with a payment link.
Staff and HR Assistant
Staff search your own precedents, procedures and templates.
Step by step, for each agent.
AI Website Assistant
- Starts withA visitor asks a question on your website, at any hour
- The agentThe assistant answers from your approved information, in English or Afrikaans
- The agentWhen the visitor is ready, it offers the form, a booked call or WhatsApp
- You getThe lead is saved and emailed to you within seconds
- A personAnything complex, sensitive or upset goes to a person, with the conversation attached
You stay in control: You approve what it knows. It says it is an AI, says when it is not sure, and never invents prices or promises.
AI Booking Agent
- Starts withA customer asks to book, on your site or in the chat
- The agentIt shows only the times you are open, in the customer's time zone
- You getConfirmation and calendar invite go out at once; you are notified
- The agentReminders go out before the appointment; changes and cancellations update your diary
- A personYou set the hours, limits and blocked days; your team sees every booking
You stay in control: Your hours, your limits, your blocked dates. One upcoming booking per person, and no double bookings.
AI Follow-up Agent
- Starts withA new enquiry, booking or quote arrives
- The agentIt creates or updates the lead, deal and follow-up task in your CRM
- The agentFollow-up emails go out on schedule, only with consent, each with an opt-out
- You getReplies and bookings move the deal on; opt-outs are permanent
- A personYour team sees every lead, note and task, and steps in at any point
You stay in control: You approve the email wording. Anyone who opts out is never emailed again.
WhatsApp Assistant
- Starts withA customer messages your WhatsApp business number
- The agentIt answers, books or checks status using the same brain as your website
- You getBookings, leads and payment links go into your systems
- A personYour team can take over the chat at any time, with the history attached
You stay in control: Runs on a verified business number with approved message templates. Only messages people who opted in.
Payment Reminder Agent
- Starts withAn invoice passes its due date in your accounting system
- The agentA polite reminder goes out on your schedule, with a payment link
- A personQueries, disputes and payment arrangements go to a person
- You getPayments are matched and reminders stop automatically
You stay in control: Your wording and schedule. Fair, lawful collection language; never threatening.
Staff and HR Assistant
- Starts withA staff member asks a question
- The agentIt answers only from your approved documents and shows the source
- A personPersonal, disputed or uncovered questions go to HR or a manager
- You getCommon questions stop interrupting managers
You stay in control: Answers only from documents you approve. Never decides anything about a person.
How each benefit pays.
No invented statistics. These are the mechanisms; the calculator below puts your own numbers to them.
Time saved
- Fewer status calls to fee earners
- Intake details captured before the consultation
Income created
- More consultations booked from enquiries
Money collected
- Fees followed up consistently
Client experience
- Clients know what is happening without phoning
What are intake and status calls costing your practice?
Change the example values to your own. Nothing you type here is sent anywhere unless you choose to book a call about it.
Example values, to replace with yours.
What this is costing you, a month
- Fee earner time on status updatesR0
- Fees at stake from slow intakeR0
How this is worked out
Status hours a week x hourly rate x 4.33 weeks. Slow enquiries a month x the share who would instruct you x average fee per matter.
Your figures and chosen agents are added to the booking notes for you to edit before you send anything.
What a day looks like with AI agents in place.
An enquiry about a lease dispute arrives overnight. The intake answers are in the CRM and a consultation is booked.
A client asks for an update on WhatsApp and receives the note your team approved yesterday.
Three clients get reminders for signed documents still outstanding.
An illustration of how the agents work together, not a client story.
Built for the rules your industry works under.
- The AI never gives legal advice, and makes clear that a chat does not create an attorney-client relationship.
- Only basic intake details are taken; case details and documents go through secure channels, not chat.
- Conflict checks and the decision to take a matter are made by people.
- Your Legal Practice Council rules on marketing apply to everything the agents publish.
- FICA documents are uploaded securely, never sent in a chat.
- In the UK, EU and US the same care applies under their own laws (UK GDPR and PECR, the EU GDPR, and US rules such as CAN-SPAM). We confirm the rules for your country before any build.
Our recommendation for legal.
Start on Growth, then add what you need.
Suggested add-ons: WhatsApp Assistant, Payment Reminder Agent, Staff and HR Assistant. You can start small and add agents one at a time.
Try it before you call
Intake handled. Clients updated. Fee earners left to work.
Book a 30-minute call and we will show you what we would build first for your legal business.