Law firms
Client email assistant
Files client emails to the right matter in Clio and drafts answers to status questions for your OK.
Rare
For law firms
Client intake coordinator
Answers new inquiries, sends your intake form and sets each person up in Clio for your conflict check.
- Clio
- Gmail
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.
- StartsWhen a new inquiry comes in
- 1Read the inquiry from your website form or emailGmail
- 2Add the person and their matter type as a lead in ClioClio
- 3Search Clio for the names so you can check conflictsClio
- 4Draft a reply with your intake form and consult times
- 5Ask you first before sending the replyHe asks you first
- 6Send it from your GmailGmail
- 7Text you who came in, what they need and any name hits
- What you getEvery inquiry answered with your intake form and set up in Clio, with names ready for your conflict check.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for law firms
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Late bill chaser
Finds overdue bills in Clio and sends each client a polite reminder with a LawPay link, after your OK.
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Review manager
Asks every client for a Google review when their matter closes and drafts replies that keep cases private.
Law firms
Hearing reminder rep
Reminds clients of hearings, depositions and meetings on your Clio calendar, with the time and place.