Law · Worked example

Matter update inbox for a law firm

Replies to "where is my matter at?" emails from the practice management system, and routes everything else to the right lawyer.

EmailYour data Answers from your dataHuman handoffSummariesIntegrations

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The problem

A big share of client email is some version of "any update?". Each one pulls a lawyer or law clerk out of billable work to look up a file and write two lines.

How it works

Reads each new email to the firm's client inbox
Matches the sender to their client record and open matter
Drafts a plain-English status reply from the matter's latest file notes
Sends routine updates automatically, or holds them for review, whichever the firm chooses
Forwards anything that needs judgement to the responsible lawyer with a short summary

What it connects to

Practice management system
Email (Outlook or Gmail)
Document management

Sample email thread

ClientHi, just checking where things are at with the sale of my mother's house. Has the buyer's lawyer come back yet?
AgentHi Mark, thanks for checking in. The buyer's lawyer confirmed the finance condition on Tuesday, so the agreement is now unconditional. Settlement is still booked for Friday 14 November.
ClientGreat. Do I need to sign anything else?
AgentYes, one authority and instruction form. I've asked your lawyer to send it through today, and she'll call you if anything else is needed.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

Answers from your data. Looks up live records in your own database and systems, not just documents.
Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.
Summaries. Every conversation ends with a written summary, a transcript and the next step.
Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.