Initial client service
Welcome people contacting the firm, collect their account and prepare a consultation.
Initial client serviceYou and your team
Distribute the work. Track responsibilities.
Lawyers, reception staff and virtual roles work within the firm's context, with defined responsibilities and access.
The firm’s virtual team
Give the work you want to delegate a clear role.
Each role brings together context, sources and authorized actions. You define what it prepares, what it can execute and when it must involve a person.
Case, conversation and documents
01Initial contact and preparation
Legal reception
Receives the request, collects initial information and consults the defined service process.
Work delivered
Identify the practice area, collect the account and prepare the referral.
Situations requiring a lawyer’s assessment go to a person.
02Information with a source
Knowledge base assistant
Helps find materials authorized for the profile, subject and jurisdiction of the case.
Work delivered
Organize references and excerpts to support preparation.
The professional checks the source and its interpretation.
03Context during the meeting
Consultation copilot
Follows the account and helps organize questions, documents and information for the consultation.
Work delivered
Prepare the record, account and guidance for review.
The lawyer leads the consultation and releases the content.
04Pending items and next steps
Routine coordination
Tracks documents, tasks and follow-ups according to the firm’s rules and assigned responsibilities.
Work delivered
Make work in progress and items requiring attention visible.
Exceptions and decisions go to the person accountable for the work.
05Service continuity
Client relationship support
Organizes authorized information for the follow-up and helps maintain context between contacts.
Work delivered
Prepare updates and follow the next agreed contact.
Messages and actions stay within the scope defined by the team.
06Fees and organization
Financial support
Helps track payment statuses and financial handoffs defined in the operation.
Work delivered
Organize pending items for the person responsible for finance.
Amounts, terms and decisions remain with the firm.
Conceptual demonstration · fictional people, documents and cases
For your firm
Explore for my firmOrganize the work. Keep your approach to legal practice.
Tell us how your team serves clients, which systems it uses and where your routines need to improve.