1. After-hours call answering with morning message queue
Answers calls outside normal office hours, records the caller's message for staff review in the morning, and flags urgent matters through the agreed escalation process.
LAW FIRMS
Law firms.
Useful work, defined.
A 45-minute discovery call plus a written report: your intake and workflow map, a data-exposure review, automation priorities ranked by value, the tools list, and a setup checklist. The assessment call is advisory; implementation follows an agreed scope and your approval.
YOUR INDUSTRY MENU
Choose the service level.
A CPAI Host is required to manage the work, including scheduling and reporting. Sanitation depends on the service. The sanitation tier is included with AI Employees.
A human approves outward messages before sending. Timing and integration details are confirmed in the implementation scope.
Legal advice, representation, and commitments remain with authorized legal professionals.
SERVICE LIBRARY
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Automations
Performs a specific task when an event occurs, such as preparing an appointment reminder before a scheduled visit. You define the trigger and the action.
Example from this menu: After-hours call answering with morning message queue.
Front desk and intake
2. New client phone intake
Collects the caller's contact information, case type, and urgency so the legal team can review the inquiry and decide the next step.
3. Conflict-check intake
Party names collected and formatted for the conflict search.
4. Appointment booking by phone or chat
Collects the appointment request by phone or chat, checks the configured schedule, and books an available time under the agreed booking rules.
5. Consultation reminders by SMS, email, and voice
Prepares reminders about upcoming consultations through the agreed text, email, or voice process, using the scheduled appointment details.
Speed to lead
6. Instant lead response
A web form submission triggers an immediate text and callback task. Minutes matter.
7. Missed-call text-back
Every missed call gets an instant text through the approved response process. Simple and immediate. Text only, no conversation.
Documents
8. Document collection requests
Prepares a checklist of required documents, tracks what has been received, and files received documents to the relevant matter.
9. E-signature requests for engagement letters and fee agreements
Prepares signature requests for approved engagement letters and fee agreements through the agreed electronic-signature process.
10. Engagement letter prepared for approval when a new client is opened
Prepares an engagement-letter draft when a new client record is opened, using the approved template and client details for staff review.
Follow-up
11. Post-consultation follow-up sequence
Prepares a sequence of follow-up messages for prospects who have completed a consultation but have not signed an engagement agreement.
12. Case status update notifications
Prepares client updates when a matter reaches the milestones defined by the legal team, using approved case-status information.
13. Court date and deadline reminders
Prepares client reminders about recorded court dates and deadlines according to the schedule approved by the legal team.
14. Review requests for Google and Avvo
Prepares requests for client feedback on Google or Avvo at agreed service milestones, using a consistent process regardless of satisfaction.
15. Referral source thank-you messages
Prepares a thank-you message for the person or organization that referred a client and records the referral source for tracking.
Billing
16. Invoice reminders
Checks recorded invoice due dates and payment status, then prepares reminders for outstanding invoices through the agreed messaging process.
17. Retainer replenishment reminders
Checks recorded retainer balances against the agreed threshold and prepares a request to replenish the retainer when needed.
Workflows
Connects several tasks in an agreed sequence, such as collecting an inquiry, checking the required information, arranging an appointment, and preparing follow-up messages.
Example from this menu: New client onboarding.
Client acquisition
1. New client onboarding
Inquiry arrives, conflict check runs, consultation is booked, engagement letter and retainer go out, intake documents are collected, welcome sequence sends. One pipeline, no dropped handoffs.
2. Lead nurture
A lead arrives, a response is prepared for approval, qualification questions are asked, consultation is booked, no-shows enter a follow-up sequence.
3. PI intake
Accident inquiry arrives, case screening questions run, statute-of-limitations flag is set, attorney review is queued, retainer goes out on approval.
4. Immigration intake
Case type identified, document checklist generated, eligibility pre-screen completed, consultation booked.
Documents and matters
5. Document collection workflow
Matter opened, checklist generated, requests sent, received documents filed to the matter, missing items chased automatically.
6. E-signature workflow
Engagement letter generated, sent for signature, filed on return, retainer payment linked.
7. Court deadline workflow
Deadline entered, reminders fire to attorney and staff at set intervals, client is notified, confirmation logged.
8. Case milestone updates
Milestone hit, client gets a plain-English update, next steps are set, file is noted.
Revenue and reputation
9. Post-matter review generation
Matter closes, satisfaction check branches. Happy clients get the review request. Unhappy ones go to the managing attorney first.
10. Retainer billing workflow
Balance hits the threshold, replenishment request with payment link goes out, payment confirmed, file noted.
11. Referral intake
Referral received, conflict check runs, outreach goes out, consultation booked, referrer thanked and tracked.
Catch-all
12. Missed-call recovery
The missed call triggers an instant text-back, then the AI carries the conversation, books the consultation or queues a callback. The full recovery playbook, not just a text.
Agents
Works toward a defined goal and chooses its next step using approved information and tools. For example, it can check appointment availability and recommend how to fill an opening.
Example from this menu: AI Intake Agent.
Intake and front of house
1. AI Intake Agent
Goal: every inquiry captured and qualified. Answers 24/7, screens case type, runs conflict-check intake, books consultations, separates the urgent (custody, arrest, accident) from the routine.
2. Lead Response Agent
Goal: zero lead waits. Responds instantly to every web and ad lead, qualifies, books, follows up the non-bookers until they book or opt out.
3. AI Legal Receptionist Agent
Goal: no call goes unhandled. Answers, routes to the right attorney, takes messages, books appointments, greets chat visitors.
Matters
4. Document Collection Agent
Goal: complete file with no staff chasing. Sends checklists, follows up on missing documents, files received documents to the matter.
5. Case Update Agent
Goal: no client ever wonders what is happening. Sends milestone updates, answers "what is the status of my case" from the file, escalates substantive legal questions to the attorney.
6. Deadline Guardian Agent
Goal: zero missed deadlines. Tracks court and filing deadlines, reminds attorney and staff at set intervals, confirms the client was notified.
Revenue and reputation
7. Billing Agent
Goal: healthy receivables. Sends invoices, reminds on overdue accounts, requests retainer replenishment, offers payment plans within firm policy.
8. Reputation Agent
Goal: five-star presence. Times review requests consistently after completed matters, routes dissatisfied clients to staff for follow-up, drafts responses for the firm to approve.
9. Client Complaint Guard Agent
Goal: zero unresolved complaints. Detects unhappy clients through post-milestone satisfaction checks, sentiment flags in client messages, and review monitoring. An unhappy signal prepares private follow-up for staff approval. Review invitations follow consistent criteria regardless of satisfaction. Complaints are triaged by type (billing, communication, outcome, staff), with urgent ones routed to the managing attorney the same day. Each complaint becomes a logged case with a follow-up sequence until the client confirms resolution. The firm gets a monthly pattern report showing which attorneys, matter types, and stages generate complaints.
After hours
10. After-Hours Triage Agent
Goal: safe after-hours handling. Assesses urgency against firm protocols, books the routine, escalates the urgent to the on-call attorney, documents everything. It routes. It never advises.
AI Employees
Handles the recurring responsibilities of a defined business role, such as intake, scheduling, and follow-up. It combines the automations, workflows, and agents assigned to that role, with agreed human approvals.
Example from this menu: AI Intake Coordinator.
Client-facing
1. AI Intake Coordinator
Jobs: answer every inquiry 24/7, screen and qualify, run conflict-check intake, book consultations, follow up no-shows. Frees intake staff for in-person consultations.
2. AI Legal Receptionist
Jobs: answer every call, route to attorneys, take messages, book appointments, greet website chat visitors. Escalates calls that need staff attention.
Matters
3. AI Case Manager Assistant
Jobs: track matter milestones, send client updates, chase documents, monitor deadlines, prepare status summaries for attorneys.
Revenue
4. AI Billing Coordinator
Jobs: send invoices, follow up overdue accounts, manage retainer replenishment, set up payment plans within firm policy.
5. AI Review Manager
Jobs: request reviews at the right moment, route dissatisfied clients to staff for follow-up, draft responses for approval, monitor ratings across Google and Avvo.
Growth
6. AI Referral Coordinator
Jobs: log every referral, run conflict checks, conduct outreach, book consultations, thank referrers, track referral ROI by source.
HOST AND SYSTEM
Host and
complete-system options.
CPAI Host manages your selected services, including scheduling work and reporting results. It is $299/month without PII sanitation or $499/month with PII sanitation. The sanitation tier is included with AI Employees.
The Complete Automation System includes all AI Employees within one industry and the automations, workflows, and agents in their job bundles. Compliance modules and remaining automations, workflows, and agents are billed separately. Once added to the Host system, servicing of those add-ons is included in the monthly system service.
Gives staff a conversational AI assistant, like your own ChatGPT or Claude, to ask questions, draft text, and summarize approved business information in a client-controlled environment.
Compare the Host and local LLM services · Compare all services and pricingCOMPLIANCE AND MAINTENANCE
Compliance work
and ongoing service.
Relevant modules listed for this industry: HIPAA, PCI DSS, GLBA, SOC 2, ISO 27001. Modules are one-time add-ons scoped to client requirements. A module does not itself establish compliance or independent certification.
Explore the available compliance modulesMaintenance is included in the local LLM host service and the Complete Automation System. AI Employee pricing includes ongoing service and support. Other services have an optional maintenance service for CPAI Host realignment, updates, and patching. Clients receive email notices when updates are available and may choose to perform updates in-house.
View IT response timesENGAGEMENT DETAILS
Terms and
local LLM certification.
A one-year term applies only to AI Employees, the Complete Automation System, and the local LLM service. All other services, including the Host, cancel with 30-day written notice by email with a digital signature to begin offboarding.
AI model usage and messaging are passed through at cost. Call for pricing for adds, changes, and technician work. Two revision rounds are included with one-time items; further revisions are billed at that rate in 15-minute increments.
Certification applies only to the Certified Private AI local LLM host service. A Certificate of Conformance records a named environment, scope, assessor, date, and result against the four conditions. The implementer may also perform the assessment. It is not independent third-party certification or a legal compliance determination.
Read the local LLM conformance conditionsPRICING FOR YOUR BUSINESS
Call for pricing.
Tell us the work you want handled. We will discuss the service, setup, and ongoing support that fit your business.
Call (888) 796-8280YOUR NEXT STEP
Start with one useful process.
A $99 AI Readiness Assessment maps the work and gives you a prioritized plan.
Choose one benefit with your $99 AI Readiness Assessment: a $99 credit toward any tier purchase within 30 days, or one free automation, workflow, or agent.
Request the $99 assessment