Client intake coordinator
Answers new inquiries, sends your intake form and sets each person up in Clio for your conflict check.
Law firms
Solo practices and small firms. 9 Jameses to pick from, each set up in your own tools by our engineers, with you.
Answers new inquiries, sends your intake form and sets each person up in Clio for your conflict check.
Files client emails to the right matter in Clio and drafts answers to status questions for your OK.
Finds overdue bills in Clio and sends each client a polite reminder with a LawPay link, after your OK.
Asks every client for a Google review when their matter closes and drafts replies that keep cases private.
Reminds clients of hearings, depositions and meetings on your Clio calendar, with the time and place.
Turns your firm news and the topics you pick into weekly LinkedIn and Facebook posts.
Gathers applicants for your paralegal and staff openings and books interviews with the ones you pick.
Asks clients for the documents their matter needs, chases what is missing and files what comes in.
Sends your engagement letter when you take a case, opens the matter and requests the retainer.
Describe the job in your own words. Our engineers work out how he would do it, and you see the price before you hire him.
Each card is how he starts. On your call, our engineers shape every step around how you work: your tools, your rules, your words. Then he is yours.
He keeps a memory of your business: your customers, your prices, your tone. Ask him anything on iMessage or the web, and he handles the small things in between.