Legal
Every deadline tracked, every intake screened
For firms where a missed date is negligence, the agent screens intake and runs an escalation ladder on every obligation.
This is a guided demo, not a live agent.
The interface is the real product and the workflows are real, but the replies are pre-built so you can explore without an account. The live product runs an actual agent on your own systems and data. Please don't paste anything confidential.
How this agent works for legal
- 1
Inbound inquiries are conflicts-checked against the practice's client database within minutes of arrival.
- 2
A matter is opened in Clio and an engagement letter drafted for the responsible solicitor to approve.
- 3
Court dates and limitation periods are extracted from filed documents into a firm-wide deadline calendar.
- 4
Reminders escalate — 30, 14, 7, then 2 days out — until each task is confirmed complete by a human.
Cadence
Daily deadline scan · escalating reminders
Works across
The goal
Every court deadline tracked and reminded, and intake to engagement in a day.
Want to see this run on your real Clio?
We'll set up a live agent against your own systems so you can watch it do the actual work, not a simulation of it.