Exceptional client communication at scale
AI answers client inquiries around the clock, providing instant responses
Provide real-time case status information pulled from your case management system
Securely send requested documents via email or client portal
Explain invoices, payment options, and process payments over the phone
Verify client identity before sharing any case information
Route urgent matters to attorneys while handling routine inquiries
See how AI improves client communication
Client calls at 9 PM asking about their divorce case status.
"AI provides update: "Hello Mrs. Johnson, I can give you an update on your divorce case. Let me verify your identity first - what's the last four digits of your Social Security number? Thank you, verified. Here's your case status: Your settlement proposal was sent to opposing counsel on Monday. Their attorney has 10 days to respond, so we expect to hear back by next Friday. Attorney Martinez noted that he's cautiously optimistic about acceptance. The next scheduled event is your final hearing on February 15th at 10 AM. Would you like me to send you a copy of the settlement proposal we submitted, or do you have other questions?""
Client calls confused about their recent invoice.
"AI explains billing: "I can help explain your invoice. You received a statement for $2,450 dated January 10th. Let me break it down: Attorney time was $1,800 for 4.5 hours of work, including court preparation and your hearing appearance. Paralegal time was $350 for document preparation. Court filing fees were $300. I see Attorney Chen noted detailed descriptions for each entry. The payment is due by February 10th. We accept credit cards, checks, or bank transfers. We also offer payment plans - I can set up 3 monthly payments of about $817 each if that helps. Would you like me to email a detailed breakdown or set up a payment plan?""
Client needs copies of their signed contracts for a business transaction.
"AI handles request: "I can help you get those documents. You're asking for the operating agreement and buy-sell agreement we prepared for your LLC, correct? Let me verify your identity first - what's your date of birth? Verified. I found both documents in your file. For security, I can either email them to your address on file - that's john@business.com - or make them available in your secure client portal. Which would you prefer? Email - perfect, I'm sending them now. You'll receive them within 5 minutes. The email will come from documents@smithlaw.com. Is there anything else you need from your file?""