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Financial

Law Firm CRM

⚡ Hero Feature: Clause Auditor

Extracts hidden timelines from 10,000+ pages of discovery. Auto-bills from email and chat logs.

See Law Firm CRM in Action

Product Demo — 3 min
AI AGENTS

5 Specialized Agents

Each agent is an AI specialist that handles a specific part of your workflow autonomously.

Agent 1 of 5
DS

Discovery Scanner

Extracts key dates, names, and facts from thousands of pages of legal discovery documents.

Uses:
Google Docs
Gmail
Slack
Agent 2 of 5
TB

Timeline Builder

Constructs interactive case timelines from extracted discovery document data.

Uses:
Google Docs
Gmail
Slack
Agent 3 of 5
AB

Auto Biller

Automatically generates client bills from tracked time in emails and documents.

Uses:
Agent 4 of 5
EV

Evidence Vault

Organizes and indexes evidence documents for instant search and retrieval.

Uses:
Google Docs
Gmail
Slack
Agent 5 of 5
CS

Case Status Bot

Provides clients with real-time case status updates via their preferred channel.

Uses:
Google Docs
Gmail
Slack
WORKFLOW

How Your Agents Collaborate

Each agent handles its specialty, then passes results to the next — forming an autonomous pipeline.

DS
Discovery Scanner
Agent 1
→
TB
Timeline Builder
Agent 2
→
AB
Auto Biller
Agent 3
→
EV
Evidence Vault
Agent 4
→
CS
Case Status Bot
Agent 5
INTEGRATIONS

Connected Tools

Law Firm CRM agents connect to these tools your team already uses.

Google Docs
Google Docs
Gmail
Gmail
Slack
Slack
AI Engine
AI Engine

Ready to deploy Law Firm CRM?

5 AI agents ready to start working for your business today.