Client intake, deadline tracking, invoice follow-up, and case status updates. Describe the task in one sentence, the agent does it across your apps.
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Open a new matter and send the engagement letter the moment a client says yes
Run a conflicts check before booking the intake call
Pull every deadline hitting in the next two weeks across all active matters
Send a status update to every client who hasn't heard from you in two weeks
Draft and send this month's invoices to every active client
Draft a demand letter from the case facts
New client inquiries, overdue invoices, deadline summaries, draft engagement letters. Tell the agent what you need and it works across your practice management system, Gmail, Google Calendar, DocuSign, and 1,500+ apps.
A new client just confirmed they want to proceed. Take their details from the 'New Clients' tab in Google Sheets (name, email, matter type, retainer amount). Draft a personalized engagement letter in Google Docs using the standard template for that matter type, with their name, the scope, and the retainer amount filled in. Send the letter for signature via DocuSign. Add the new matter to your practice management system with a status of 'Engagement Pending.' Post a heads-up to the team channel in Slack with the client name and matter type so everyone knows a new file is opening.
Read MoreA new prospect just submitted an intake form in Google Sheets. Before booking the call, check the 'Active Matters' and 'Closed Matters' tabs in Google Sheets for any existing client or opposing party whose name matches the prospect's name or the opposing party they listed. If a conflict is found, draft a polite conflict email via Gmail explaining you are unable to assist. If no conflict is found, send a confirmation email via Gmail with a link to book an intake call in Calendly and add the prospect to the 'Pending Intake' tab in Google Sheets.
Read MoreA new matter was just opened in your practice management system. Send the new client a welcome email via Gmail that includes a link to the client intake questionnaire in Google Forms and explains what to expect next. Add a follow-up task to Google Calendar for three days from now: if the questionnaire has not been submitted, send a gentle reminder via Gmail nudging them to complete it so work can begin.
Read MoreCheck the 'Active Matters' tab in Google Sheets for every court date, filing deadline, and statute of limitations expiry in the next 14 days. Build a clean summary sorted by urgency, grouped by matter. Add any deadline not already in Google Calendar. Post the full list to the team channel in Slack so nothing gets missed.
Read MoreCheck the 'Document Requests' tab in Google Sheets for any outstanding document requests that have been open more than five business days. For each one, send a follow-up email via Gmail to the client explaining exactly which document is still needed and why it matters for the timeline. Update the status in Google Sheets to 'Second Request Sent' and log the date. Flag anything open more than ten days in the team channel in Slack.
Read MorePull all active matters from the 'Active Matters' tab in Google Sheets. For each one, check the last action date, any upcoming deadlines in the next 30 days, and whether any document requests are outstanding. Build a matter-by-matter summary in Google Docs with status, last action, next deadline, and any flag for overdue tasks. Email the summary to the attorney of record via Gmail and post a condensed version to the team channel in Slack.
Read MoreCheck the 'Active Matters' tab in Google Sheets for any client whose last communication date is more than 14 days ago. For each one, draft a short, personal status update via Gmail explaining what has happened since the last update, what is happening next, and the approximate timeline. Update the last-communicated date in Google Sheets after sending.
Read MoreA court date was just confirmed for a client's matter. Pull their contact details and matter summary from Google Sheets. Send a personal email via Gmail letting them know the date is confirmed, what they need to do to prepare, what to expect on the day, and what happens next. Add the court date to your Google Calendar with a reminder five days before.
Read MorePull the matter details, last action, and next steps for a specific client from the 'Active Matters' tab in Google Sheets. Draft a clear, jargon-free case status summary in plain English, explaining what has happened, where things stand today, what you are waiting on, and what comes next. Email it to the client via Gmail and log the update in Google Sheets.
Read MorePull all unbilled time entries from the 'Time Log' tab in Google Sheets for the current month, grouped by client. For each client, generate an invoice in QuickBooks with a line item for each billed task, the hours, the rate, and the matter description. Send each invoice to the client via Gmail with a short covering note. Update the billing status in Google Sheets to 'Invoiced' and log the invoice date.
Read MoreCheck QuickBooks for all unpaid invoices over 30 days old. For each one, send a polite but firm follow-up email via Gmail to the client with the invoice number, the amount outstanding, and a link to pay. Log the follow-up in the 'Billing' tab in Google Sheets with the date and the amount. Post any invoice over 60 days to the billing channel in Slack so it gets escalated.
Read MoreCheck the 'Trust Accounts' tab in Google Sheets for any client whose trust balance has fallen below the agreed replenishment threshold. For each one, send a replenishment request via Gmail explaining the current balance, the threshold, and how to top it up. Log the request in Google Sheets with the date and the amount requested. Post a flag to the billing channel in Slack.
Read MoreTake the matter details from the 'Active Matters' tab in Google Sheets for the relevant client. Draft a demand letter in Google Docs addressed to the opposing party, laying out the facts, the legal basis for the claim, the amount or action demanded, and the deadline to respond. Save the draft to the client's folder in Google Drive and send a copy to the attorney via Gmail for review before sending.
Read MoreA new client is ready to sign. Pull their name, matter type, retainer amount, and billing rate from the 'New Clients' tab in Google Sheets. Fill in the standard retainer agreement template in Google Docs with their details. Send it to the client via DocuSign for signature. Log the status as 'Retainer Pending' in the 'Active Matters' tab in Google Sheets.
Read MoreA matter has just been closed. Pull the matter details, the client's name, and a summary of the outcome from the 'Active Matters' tab in Google Sheets. Draft a closing letter in Google Docs thanking the client, summarizing the outcome, and explaining how the file will be retained. Send it to the client via Gmail. Move the matter to the 'Closed Matters' tab in Google Sheets and update the status.
Read MorePull every prospect in the 'Prospects' tab in Google Sheets with no contact in the last seven days and a status of 'Inquiry Received.' For each one, draft a short follow-up email via Gmail checking whether they still need help and offering a brief consultation. Update the last-contacted date in Google Sheets and post the list of re-engaged prospects to the business development channel in Slack.
Read MoreA matter was just marked closed with a positive outcome in Google Sheets. Wait two days, then send the client a warm, personal thank-you email via Gmail with a direct link to your Google review page and a note that a short review makes a real difference. Log the review request in the 'Reviews' tab in Google Sheets.
Read MorePull your referral source list from Google Sheets. Draft a short, personal quarterly check-in email via Gmail to each one with a brief note on the kind of work you are taking, any recent results you can share, and a genuine thanks for any referrals sent. Log the outreach in the 'Referral Sources' tab in Google Sheets with the date.
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Client intake, deadline reminders, invoice follow-ups, trust account alerts, and case updates. Running on schedule or the moment something happens in an app, whether you are in a deposition or out of the office.
When a signed engagement letter is returned via DocuSign, extract the client name, matter type, and retainer amount from the completed document. Add the new matter to your practice management system with a status of Active. Create the client folder in Google Drive. Send the client a welcome email via Gmail explaining what happens next and who their point of contact is. Post a new matter alert to the team channel in Slack.
Read MoreCheck the 'Active Matters' tab in Google Sheets for any court date, filing deadline, or statute of limitations expiry in the next seven days. Build a concise deadline digest grouped by matter and sorted by urgency. Post it to the deadlines channel in Slack and send a copy to the attorney of record via Gmail for each matter with a deadline in the next 48 hours.
Read MoreCheck the 'Active Matters' tab in Google Sheets for every client whose last communication date is more than 14 days ago. For each one, draft a short status update via Gmail covering what has happened recently, what is happening next, and the rough timeline. Update the last-communicated date in Google Sheets after sending. Post a summary of who was updated to the team channel in Slack.
Read MoreWhen an invoice in QuickBooks reaches 30 days overdue, pull the client name, invoice number, and amount from QuickBooks and send a polite follow-up email via Gmail with the invoice amount, a reminder of the due date, and a link to pay. Log the follow-up in the 'Billing Follow-Ups' tab in Google Sheets. Post the overdue invoice to the billing channel in Slack.
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New client onboarding, matter opening, invoice runs, document drafting. The same process, the same quality, every time, no matter who runs it.
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Agent Check the 'Active Matters' and 'Closed Matters' tabs in Google Sheets for any existing client or party whose name matches Client Name or Opposing Party (if any). If a conflict is found, draft a polite conflict email explaining that we are unable to assist. If no conflict is found, fill in the standard retainer agreement template in Google Docs with Client Name, Matter Type, Retainer Amount, and Hourly Rate. Prepare a welcome email for Client Email and a team notification for Slack.
Enter the new client's name, email, matter type, retainer amount, and billing rate. The AI agent checks the 'Active Matters' and 'Closed Matters' tabs in Google Sheets for any conflict of interest against the client name and any opposing party listed. If the conflicts check passes, it fills in the standard retainer agreement template in Google Docs with the client's details and sends it for signature via DocuSign. It creates the client folder in Google Drive, adds the matter to the 'Active Matters' tab in Google Sheets with a status of Engagement Pending, sends the client a welcome email via Gmail explaining what comes next, and posts a new matter alert to the team channel in Slack.
Read MoreEnter the billing month. The AI agent pulls all unbilled time entries from the 'Time Log' tab in Google Sheets for that month, groups them by client and matter, and flags any entry missing a matter description so it can be filled in before the invoice goes out. It generates a draft invoice in QuickBooks for each client with a line item for every billed task. It sends each invoice to the client via Gmail with a short covering note, updates the billing status in the 'Time Log' tab in Google Sheets to Invoiced, and posts a billing summary to the management channel in Slack with total invoiced hours and revenue.
Read MoreEnter the deponent name, the matter it relates to, and paste in the rough notes from the deposition. The AI agent drafts a clean deposition summary in Google Docs organized by topic, with key admissions highlighted, inconsistencies flagged, and a section at the end listing the follow-up action items the deposition raised. It saves the summary to the client's folder in Google Drive and sends a copy to the attorney of record via Gmail.
Read MoreEnter the client name, the matter, and the court date. The AI agent drafts a court preparation letter in Google Docs explaining what will happen on the day, what to wear, how to behave, what documents to bring, and the key points to remember. It sends the letter to the client via Gmail, adds a preparation call reminder to Google Calendar for five days before the court date, and creates a preparation checklist in the 'Active Matters' tab in Google Sheets with every task that needs to be done before the date.
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