Phoenix - Your AI AssistantAI automation for law firms: intake, docs & deadlines
Delivery in
3 days
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What you get with this Offer
Law firms run on deadlines, documents, and intake — and most of that is still manual. I build AI agents and automation specifically for legal workflows, where accuracy and confidentiality actually matter, not generic "business automation" repackaged for lawyers.
Typical builds include: automated client intake (forms routed to the right practice area, conflict-check triggers, initial case data captured into your case management system), document review and summarization (contracts, discovery documents, or filings summarized and flagged for key terms/dates/obligations), deadline and court-date tracking synced to calendars with automatic reminders, and client communication automation (status updates, document requests, appointment scheduling) that doesn't feel like a form letter.
I integrate with practice management systems (Clio, MyCase, PracticePanther) and standard tools (Google Workspace/Microsoft 365, DocuSign, calendars), and build using n8n, Make, or custom Python where a no-code platform can't handle the logic. Where documents are involved, I use retrieval (RAG) so the AI works from your actual filings and precedent, not generic legal text — and every build is designed with client confidentiality and data handling in mind, not as an afterthought.
Deliverables include documentation on how the automation works, who can update it, and a support window after handoff.
Features
Automated client intake with conflict-check triggers
Document review, summarization & key-term/date flagging
Deadline and court-date tracking with calendar sync
Client communication automation (updates, requests, scheduling)
Integration with Clio, MyCase, PracticePanther & similar systems
RAG on your actual documents/precedent, not generic training data
Documentation & post-delivery support
Typical builds include: automated client intake (forms routed to the right practice area, conflict-check triggers, initial case data captured into your case management system), document review and summarization (contracts, discovery documents, or filings summarized and flagged for key terms/dates/obligations), deadline and court-date tracking synced to calendars with automatic reminders, and client communication automation (status updates, document requests, appointment scheduling) that doesn't feel like a form letter.
I integrate with practice management systems (Clio, MyCase, PracticePanther) and standard tools (Google Workspace/Microsoft 365, DocuSign, calendars), and build using n8n, Make, or custom Python where a no-code platform can't handle the logic. Where documents are involved, I use retrieval (RAG) so the AI works from your actual filings and precedent, not generic legal text — and every build is designed with client confidentiality and data handling in mind, not as an afterthought.
Deliverables include documentation on how the automation works, who can update it, and a support window after handoff.
Features
Automated client intake with conflict-check triggers
Document review, summarization & key-term/date flagging
Deadline and court-date tracking with calendar sync
Client communication automation (updates, requests, scheduling)
Integration with Clio, MyCase, PracticePanther & similar systems
RAG on your actual documents/precedent, not generic training data
Documentation & post-delivery support
What the Freelancer needs to start the work
Practice area(s) and the specific workflow you want automated (intake, document review, deadlines, communication)
Which practice management / case management system you use, if any
Document types involved (contracts, discovery, filings) and volume
Confidentiality/compliance requirements I should design around
Existing tools: calendar, email, e-signature, client portal
Whether this replaces a manual process or an existing but broken automation