AI for law firms: deadlines, intake and client service without losing control of the firm
Half the day goes on answering clients who ask how their case is going and on checking court publications. Triage of new inquiries is left for later and good cases go cold. And when someone goes on vacation, deadline control depends on the memory of whoever stayed.
The AI agents that do this work
New-case intake agent
Talks with people who arrive through the website or WhatsApp and collects the facts, documents and the area of law involved. It hands the lawyer an organized summary so they can decide whether to take the case.
Publications and deadlines agent
Reads the publications and case updates captured by the legal software, identifies what creates a deadline and proposes the date and the task. The responsible lawyer confirms before it goes on the calendar.
Client service agent
Explains to the client, in plain language, the latest movement in the case and the next step. Questions about strategy or fees are passed to the lawyer.
Drafting agent
Prepares drafts of simple filings, notices and contracts from the firm's templates. Nothing is filed or sent without review and approval by a lawyer.
Firm finance agent
Tracks open fees and installments, sends reminders and payment slips and records payments. It warns the partner when a client builds up overdue balances.
Agents with a job, rules and approval.
- They work in your channelsOfficial WhatsApp, email, Microsoft Teams and Slack, in your company’s tone.
- They use the systems you already haveERP, CRM, calendar and industry systems, with the access you set for each agent.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- Trail and cost in sightEvery action on record, with a spending cap per agent.
Ready-made AI teams for this work
Questions about AI agents for law firms
How are attorney-client confidentiality and data protection handled?
The agent works within the firm's permissions: each one reaches only the cases and clients released to it, and every read and action goes into the audit trail. Client information is not used to train models, and the setup is built to respect the duty of confidentiality set out in Brazil's Statute of the Legal Profession.
Does the AI replace lawyers or paralegals?
No. It handles intake, organization, drafting and follow-up. Legal analysis, strategy and signature stay with the lawyer, who approves everything that goes out in the firm's name.
Can the agent get a deadline wrong?
The agent proposes and the lawyer confirms, so no deadline reaches the calendar without human review. It works as a second check, pointing out publications that could go unnoticed.
Does it integrate with the legal software we already use?
Yes, with Brazilian legal systems such as Astrea, Projuris and ADVBOX, plus e-mail and WhatsApp. The agent works from the data already there, without forcing the firm to change tools.
