OPERATIONS · LEGAL

Operations Agents for Legal: keep work moving across your tools.

Operations Agents set up for legal, connected to your tools and run by your rules. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.

SEE IT WORK

LiveOperationsLegal · example
Workflow
Trigger
Agent
Tool
Tool
Done
  1. TriggerA task starts in one of your tools
  2. AgentAutomate handoffs
  3. In your toolsChase blockers
  4. DoneUpdate status everywhere

THE PROBLEM IN LEGAL

Teams in legal lose hours and revenue to work that operations agents can handle. We build the agent around your process, so your people spend their time on the work that needs a human.

WHAT IT DOES FOR LEGAL

  • Automate handoffs
  • Chase blockers
  • Update status everywhere
  • Enforce process
  • Flag exceptions
  • Report on throughput

WORKS WITH YOUR STACK

  • Clio
  • Twilio
  • Google Calendar
Intake answered in seconds, 24/7, and twice as many qualified consults booked
typical result in legal
CUSTOM
Built around your workflow

Connected to your systems and set up for your compliance rules. Live in 5 business days.

Book a meeting with us now
READY MADE
Rent it today

The proven version, live within hours, with a 30-day money-back guarantee.

Get the agent now

Questions

How fast can it go live?

The ready-made agent goes live within hours. A custom build for your workflow goes live in 5 business days.

Does it fit our tools?

Yes. It connects to tools like Clio and Twilio, and to anything else through a secure API.

Is our data handled properly?

Data is encrypted and every action the agent takes is logged. Compliance status: confidential.

RELATED

What teams in legal say

★★★★★
“Before the operations agent, half our day went to copying data between systems. Now it handles that around the clock, we took on 40% more volume without adding a coordinator, and my team spends its day on work that needs a person.”
Managing PartnerColumbus Boutique Law Firm
★★★★★
“Nobody owned client intake and triage, so it happened whenever someone had a gap, which meant it often didn't. The agent owns it now. First-pass contract review went from three days to same-day. Next up is document collection.”
Intake ManagerToronto Family Law Practice
★★★★★
“If you're on the fence, book the call. We were live within the week, and order errors dropped by 90%. My only regret is that we waited a year to do it.”
Operations LeadPhoenix Estate Planning Firm