Signed cases from the same lead volume
Inquiries get qualified against case criteria and routed to the right attorney with conflict flags raised early.
Law firm automation for intake and matter management
Intake speed decides signed cases, and paperwork chasing eats billable hours. AA19 qualifies inquiries, keeps clients updated, and chases documents so attorneys stay on legal work.
01Outcomes
What changes in the business.
Clients who stop calling for updates
Matter status updates go out on a schedule in language the client understands.
Documents collected without chasing
Requests, reminders, and secure uploads run automatically until the file is complete.
Cleaner billing
Calendar and correspondence activity surface unbilled time before the month closes.
02Examples We Can Build
Pieces that ship in a build like this.
- 01Intake qualification with case criteria
- 02Conflict check flagging
- 03Consultation scheduling
- 04Matter status update sequences
- 05Secure document request and collection
- 06Retainer and engagement letter workflows
- 07Referral source nurture
- 08Billable time capture prompts
03Related
Systems for this trade
- AI ReceptionistZero missed calls
- Lead GenerationPipeline that does not depend on referrals
- Appointment GenerationMore booked jobs from the same leads
- Automated Follow-UpJobs closed from old quotes
- Customer PortalsFewer inbound status calls
- Business Process AutomationLess time in the office
- Team KnowledgeNew hires productive faster
[ 04 / The System Underneath ]
A system that learns the operation.
Automation with no memory repeats the same mistake at scale. AA19 preserves the correction, verifies output against the standard, and keeps a record of anything executed without a person. Governance stays with the owner: spend caps, approval thresholds, and escalation rules.
05FAQ
Questions owners ask about this.
Is client information handled carefully?
Access is scoped, sensitive content routes through approval gates, and a decision history records anything executed without a person.
Can it draft client communication?
Drafts follow firm-approved templates and tone, with attorney review required before anything sends.
Does it work with our practice management software?
Integration with common legal platforms keeps matters and contacts in the system of record.
Can it run intake after hours?
Yes. Inquiries get answered, qualified, and scheduled around the clock.