Law firms · Admin workflow agents
AI agents for law firms
Our AI agents handle new matter intake, conflict-screening prep, consultation booking, document chase, billing follow-up, and routine client status updates. The legal judgment stays with your attorneys. The workflow stays under firm control.
Firm controls
ethical framingAgents do not provide legal advice. They do not replace attorney review. They work inside firm-approved workflows, language, permissions, and escalation rules.
No legal advice
Attorney review
Approved language
Escalation rules
Built for
Who we serve
Solo practitioners who cannot afford to miss a serious inquiry
Small firms with 2 to 15 attorneys and a stretched intake desk
Consumer-facing practices: family, injury, criminal, immigration, estate planning
Business-focused firms: corporate, real estate, employment, contracts
Firm administrators and office managers who keep the machine moving
workflow bottlenecks we fix
Your firm is not losing work because the legal work is weak.
It is losing time and money in the handoffs around the work. Someone has to answer the inquiry, collect the basics, schedule the consult, chase the signature, remind the client, and follow up on the invoice. When that job belongs to whoever has five spare minutes, it does not happen consistently.
Where law firms leak time and revenue:
- 01New matter intake eating billable-hour equivalents every week
- 02Conflict checks and screening notes collected manually, then retyped later
- 03Good consultations going quiet because no one followed up the next day
- 04Engagement letters, intake packets, and signatures stuck in email threads
- 05Clients calling for routine status updates that should not require attorney time
- 06Billing follow-up falling off when caseload gets heavy
Admin agents
Agents for the business side of the firm.
Each agent gets a clear job, approved language, and a handoff rule. Your attorneys stay in charge. The admin work stops waiting for someone to remember it.
AI Intake Coordinator
Responds to new inquiries, captures the basics, asks firm-approved screening questions, and prepares a clean summary for human review.
AI Conflict Prep Agent
Collects names, related parties, dates, and matter type so your team has the right information before running the actual conflict check.
AI Consultation Scheduler
Books the consult, sends reminders, and follows up if a qualified prospect never picks a time.
AI Document Chase Agent
Follows up on intake packets, engagement letters, IDs, statements, signatures, and other missing items until the file can move.
AI Billing Follow-Up
Sends professional payment reminders in your approved language, on your cadence, with escalation rules for sensitive accounts.
AI Client Status Agent
Handles routine status check-ins, appointment reminders, and post-matter review requests without touching legal judgment.
By practice area
How Snappy handles the call changes with the practice area.
A crisis caller and an estate-planning referral need different handling. Snappy knows the difference.
Litigation & disputes
The caller may have a deadline or an adversary. Snappy screens the matter and its urgency fast, pre-collects conflict-check details, and escalates anything sensitive to a human.
Transactional & business
Sophisticated callers expect professional handling. Conflict checks and engagement-letter and document chase matter as much as speed.
Estate planning & probate
Often a referral, often emotional. A warm, patient reply and steady document follow-up beat a hard sell.
Proof and outcomes
The model is already proven in services.
When we built AI agents around intake, follow-up, and billing for a services business, recurring revenue grew 172% in 90 days. Law firms have the same leak points: slow response, inconsistent follow-up, stalled paperwork, and billing friction.
- +172%
- recurring revenue in 90 days
- +64%
- profitability improvement
- +38%
- renewal rate improvement
- 30 min
- AI agent mapping call
Ways to start
Start with the admin work that is already costing time.
Start
$149/mo per agent
Use one agent for one clear job: intake follow-up, consultation scheduling, document chase, or billing reminders.
Several agents
Most firms use 3-6 agents
Connect the roles that touch the same matter so intake, consults, paperwork, status updates, and billing do not live in separate silos.
Mapping call
Book a call first
We look at your current workflow and identify the first agent that saves time without touching legal judgment.
No legal advice. No replacement for attorney review. Just firm-approved agents handling the business-side follow-through.
Find the billable-hour equivalents hiding in your admin work.
We will map your intake, document, client communication, and billing workflows in 30 minutes, then show which AI agent should go first.
New matter intake · conflict prep · consult booking · document chase · billing follow-up