AI agents for legal practices
Small firms, sole practitioners, conveyancers
Intake, conflict checks and file discipline. Nothing here gives advice — it captures, checks, files and books, then puts a human in front of the client.
Hire them in this order
Each agent arrives pre-briefed with its connectors, scope limits and approval points. Rehearse it against your own history, then switch it on.
- 01
Matter Intake Agent
Screens new matters and books the consult
Back officeGmailGoogle CalendarGoogle DriveClaude~17hBuild this one - 02
Inbox Triage Agent
Sorts, drafts and files so you only read what matters
Back officeGmailGoogle DriveHubSpot~22hBuild this one - 03
Appointment Reminder Agent
Texts every booking so nobody no-shows
SMSTwilioGoogle CalendarGmail - 04
Company Knowledge Agent
Answers staff questions from your own documents
Back officeGoogle DriveNotionSlack~17hBuild this one - 05
Debtors Chaser
Polite, relentless follow-up until the invoice clears
SMSXeroTwilioGmail~18hBuild this one - 06
Compliance & Certs Agent
Never let an insurance or licence lapse again
Back officeGoogle DriveGmailTwilio~14hBuild this one - 07
Client Onboarding Agent
New client to fully set up without a single reminder
Back officeGmailGoogle DriveXeroHubSpot~13hBuild this one - 08
Owner's Morning Report
One page: money in, work out, what needs you
Back officeXeroGoogle SheetsHubSpotGmail
How it stays safe
Written scope limits
Each agent lists what it must never do — no pricing outside the rate card, no refunds, no advice.
Rehearsed on your history
Before it goes live it is scored against your own past jobs, calls and invoices.
One owner, one halt switch
Every live agent has a named human owner and can be stopped instantly from the console.