PROSPECTIVE CLIENT
THE SIGNALA prospective client contacts the firm after hours
Contact, location, matter category, and approved details recorded
Focused law firm workflow builds start at $795See what you can buy
AI WORKFLOWS BUILT FOR LAW-FIRM INTAKE
Turn more qualified inquiries into clear next steps—without letting AI make a legal decision.
Praktos AI acknowledges new matters, captures approved administrative details, routes consultation requests, and keeps follow-up visible while attorneys retain every judgment call.
Focused workflow builds start at $795. Connected systems are scoped around your tools, rules, and volume.
One workflow, one owner, one KPI Built around your existing software Human judgment stays human-owned
LIVE LAW FIRM FLOWACTIVE
TRIGGERA prospective client contacts the firm after hours
CAPTUREContact, location, matter category, and approved details recorded
CHECK RULESOffice, language, timing, and escalation boundaries checked
NEXT ACTIONConsultation request routed for firm review
BUSINESS RESULTA clear next step with no representation implied
You approve the rules, handoff, and success metric before anything reaches a customer.
Designed around the software law firm teams already know
Real platforms. No rip-and-replace pitch.
Clio
MyCase
Lawmatics
PracticePanther
Filevine
CallRailFROM NEW MATTER TO CONTROLLED FIRM REVIEW
The prospective client gets a clear next step. Intake keeps the record complete.Attorneys retain every judgment call.
INTAKE TEAM
THE CONTROLApproved rules decide what can move.
Office, language, timing, and escalation boundaries checked
Uncertainty goes to a personFIRM REVIEW
THE OWNED OUTCOMEA clear next step with no representation implied
Consultation request routed for firm review
Context includedStatus and next owner recordedLAW-FIRM INTAKE FEEDBACK
What changes when follow-up runs consistently.
Faster acknowledgement, cleaner consultation follow-up, and explicit boundaries around legal judgment.
“Prospective clients receive an immediate, approved response, but the system never suggests that we accepted the matter. Our intake team starts with a clean summary.”
MichaelManaging Partner“Unscheduled consultations and missing administrative steps are visible instead of buried across inboxes. Staff takes over exactly where our policy says they should.”
AnnaLaw Firm Intake Director“The workflow fits our existing intake software and preserves conflict, eligibility, and engagement decisions for the firm.”
JoshLaw Firm Operations PartnerTHE LAW FIRM OPERATING LAYER
Every inquiry is acknowledged, documented,and routed without implying representation.
Each system starts with a real operational trigger, applies your approved rules, and ends with a visible outcome or human owner.
Respond to every new matter
Acknowledge calls, texts, and forms around the clock and collect only the administrative details your firm permits.
Every inquiry is handed to the firm or marked with a clear stop reason.Route intake without losing context
Use matter type, office, location, language, and timing rules while preserving firm-owned eligibility decisions.
Nothing implies acceptance, representation, or a legal conclusion.Keep administrative steps moving
Follow approved consultation, document, and engagement steps with reminders that stop on reply, opt-out, or staff takeover.
Staff sees who is waiting and what remains incomplete.The promise: no request disappears into an inbox, queue, or disconnected system.It moves, reaches a human owner, or shows the exact reason it stopped.
Run your numbers HIGH-VALUE LAW FIRM WORKFLOWS
Automations that strengthen intake—without practicing law.
No generic chatbot list. These are real trigger-to-outcome systems designed around the work your team already performs.
AFTER-HOURS INTAKESAMPLE RUN
New-Matter Response & Routing
After-hours inquiries receive approved acknowledgement and a structured administrative handoff to the correct queue.
TRIGGERA prospective client contacts the firm after hours
ACKNOWLEDGESend the firm's approved response
CAPTURERecord permitted contact and matter details
ROUTEDeliver the inquiry to firm staff
BUSINESS RESULTGive every inquiry a documented next step without implying representation.
CONSULTATION RECOVERYSAMPLE RUN
Unscheduled Consultation Follow-Up
Approved consultation requests that remain unscheduled receive controlled reminders and a staff handoff on response.
TRIGGERA consultation request remains unscheduled
VERIFYConfirm follow-up is still permitted
REMINDSend approved scheduling language
HANDOFFRoute replies and exceptions to staff
BUSINESS RESULTReduce avoidable intake drop-off while the firm retains every decision.
INTAKE COMPLETIONSAMPLE RUN
Document & Engagement Step Chase
Missing administrative items are identified and requested without interpreting legal documents or creating a relationship.
TRIGGERAn approved intake step is incomplete
IDENTIFYLog the missing administrative item
REQUESTSend the approved instruction
ESCALATEMove uncertainty to firm staff
BUSINESS RESULTKeep next steps visible without crossing into legal advice.
YOUR LEAK, IN YOUR NUMBERS
What could consistent follow-up be worth each month?
Start with the law firm opportunities your team is not consistently working today. Change every input to match your real operation.
Open opportunities × re-engaged × booked × valueA simple model for deciding whether the first workflow is worth building.
USE YOUR NUMBERSMonthly opportunity model
Replace each starting value with a conservative number from your law firms operation.
OPEN25opportunities→RE-ENGAGED6responses→BOOKED1.6consultations
MODELED MONTHLY OPPORTUNITY VALUE$1,172Illustrative model, not a forecast. Use your own conversion rates, margins, and capacity before making a decision.
HOW IT GETS BUILT
Your rules first. Automation second.
The system earns trust by making every decision boundary, exception, and business result visible.
Map the real workflow
Document the trigger, current handoffs, tools, delays, and the number that should improve.
Define rules and boundaries
Agree what the system may do, what it must never do, and exactly when a person takes over.
Connect and test
Build against your current stack and test normal, duplicate, failure, opt-out, and exception paths.
Launch with visibility
Measure outcomes, review unresolved items, and expand only after the first workflow is reliable.
WHAT YOU CAN BUY
Start with one workflow. Expand only after it works.
Every engagement defines the trigger, approved actions, staff handoff, failure paths, and the number that should improve.
STARTING AT$795One working automation
Focused Law Firm Workflow
Build and test one valuable workflow—such as new-matter response & routing—before committing to a larger system.
CONNECTED BUILDScopedCore operating loop
Connected Law Firm Operations
Connect intake, approved decisions, customer communication, scheduling or workflow status, and staff takeover across your current stack.
FULL SYSTEMCustomEnd-to-end journey
Law Firm Automation System
Build a staged operating layer across lead flow, service delivery, follow-up, exceptions, and management visibility.
Every build includesWorkflow and integration mapRules and staff handoffFailure-path testingOne KPI dashboard
WHERE AUTOMATION STOPS
Routine work moves. Judgment stays with your team.
Every workflow is designed around the professional, safety, privacy, and operational boundaries of law firms.
Attorney judgment stays with attorneys
The system does not provide advice, set strategy, predict outcomes, accept matters, or replace professional judgment.
Conflicts and engagement stay gated
Conflict review, eligibility, fees, acceptance, and the attorney-client relationship remain firm-owned.
Sensitive situations escalate
Urgent, uncertain, or sensitive matters route to approved staff using the firm's exact boundaries.
STRAIGHT ANSWERS
What Law Firm operators should know.
What the system handles, where people step in, and how the first workflow is scoped.
Book a Systems AssessmentIs this an AI legal-advice chatbot?
No. It supports approved administrative intake, consultation scheduling, document requests, and status communication. It does not provide legal advice or create an attorney-client relationship.
Can it work with Clio, MyCase, or Lawmatics?
Yes, when required access is available. We confirm the specific fields and actions the integration supports before building.
Can it schedule consultations automatically?
It can offer approved times and route requests. Conflict review, eligibility, fees, acceptance, and representation decisions remain with the firm.
What is a safe first law-firm workflow?
After-hours acknowledgement or unscheduled-consultation follow-up are focused starts with clear boundaries and measurable intake outcomes.
What can we start with for $795?
One focused law firm workflow with a defined trigger, approved action, staff handoff, failure-path testing, and one KPI. Connected systems are scoped separately after the first workflow is mapped.
What do we receive before deciding to build?
A written systems assessment showing the first law firm workflow, the software it touches, the rules it follows, the exceptions staff owns, and the number that will show whether it works.
Is this just another chatbot or answering service?
No. Conversation is only one interface. The value is in connecting intake, approved decisions, scheduling or workflow status, follow-up, staff takeover, and reporting across your existing law firm operation.
What happens when a system or integration fails?
Failure paths are designed before launch. Duplicate requests, missing data, unavailable software, opt-outs, timeouts, and uncertain situations stop safely and create a visible staff-owned exception instead of disappearing.
Can our team pause or take over the workflow?
Yes. Staff takeover, pause conditions, approval gates, escalation recipients, and audit visibility are part of the workflow design. Automation remains inside the operating boundaries your team approves.
Do we have to automate everything at once?
No. The recommended approach is one valuable workflow, one owner, and one measurable result. Additional workflows are added only after the first system is reliable and your team is comfortable operating it.
BOOK YOUR LAW FIRM SYSTEMS ASSESSMENT
Know exactly what to automate first—and what it should improve.
Bring the current process, software, biggest bottleneck, and edge cases. Leave with the first trigger, workflow, human handoff, and KPI mapped out.
Book a Systems AssessmentOne workflowOne human handoffOne number to improve