Law firms
Late bill chaser
Finds overdue bills in Clio and sends each client a polite reminder with a LawPay link, after your OK.
Rare
For law firms
Client email assistant
Files client emails to the right matter in Clio and drafts answers to status questions for your OK.
- Gmail
- Clio
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery hour on weekdays
- 1Read new client emails in your inboxGmail
- 2File each one to its matter in ClioClio
- 3Draft replies to status questions from the matter notes
- 4Leave every legal question for you to answer
- 5Ask you first before sending any replyHe asks you first
- 6Send the replies from your GmailGmail
- 7Text you which clients wrote and what is waiting on you
- What you getClient emails filed to their matters and status questions answered, with every legal question left for you.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
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Review manager
Asks every client for a Google review when their matter closes and drafts replies that keep cases private.
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Hearing reminder rep
Reminds clients of hearings, depositions and meetings on your Clio calendar, with the time and place.
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Social post writer
Turns your firm news and the topics you pick into weekly LinkedIn and Facebook posts.