By practice area and audience
Consumer, family, employment or your own practice area. The profile can also differ for new contacts and existing clients.
Profiles and AI-assisted configuration
Configure how AI works in the copilot, channels and routines of your firm.
Define what to follow during consultations, how to converse on WhatsApp or your website and which tools to use in automations. Combine instructions and knowledge bases to suit the work in each context.
Your way of serving clients
Create service profiles with your firm’s rules.
Organize each profile’s tone, questions, materials and actions. Initial contact, returning clients and international consultations can follow different processes.
01Consultation copilot: follow, suggest, record and prepare the wrap-up.
02WhatsApp and website: language, questions, sources and handoff to the team.
03Automations: instructions, tools and actions for each stage of the work.
01 / Tell us how you serve clients
Describe this profile’s work.
What this profile needs to do
Welcome people contacting the firm, collect their account and prepare a consultation.
What this profile needs to do
Pick up the case context, check pending items and organize the next follow-up.
What this profile needs to do
Collect the client context and countries involved before the lawyer’s assessment.
Interactive example of product configuration.
02 / Organize and review
Your profile, ready to adjust.
Choose a profile and explore how its instructions are organized.
Initial client service
- Tone and language
- Welcoming and clear
- Important questions
- What happened? When? What has already been tried?
- Profile sources
- Firm policy and document checklist
- Authorized actions
- Check availability and refer to the person responsible
- Handoff to the team
- Account organized and consultation prepared
Client receiving follow-up
- Tone and language
- Direct and attentive to the history
- Important questions
- Which document is outstanding? What has changed since the last contact?
- Profile sources
- Authorized history and case documents
- Authorized actions
- Check pending items and create the next task
- Handoff to the team
- Update prepared for the team
International client service
- Tone and language
- Clear, multilingual and contextual
- Important questions
- Which countries are involved? What are the document’s language and purpose?
- Profile sources
- Sources selected by country and firm materials
- Authorized actions
- Organize documents and refer for assessment
- Handoff to the team
- Context by jurisdiction for review
You review the instructions, choose the sources and define when the person responsible needs to intervene.
With your knowledge bases and examples
Use policies, documents and reference interactions to guide responses and work preparation.
AI-assisted configuration
The dashboard’s Improve with AI tool helps structure the copilot’s instructions. Then adjust questions, sources, actions and outputs with your team.
A response with a source
See the source of the information used in client service.
The question brings up excerpts from authorized materials. The team can open the source and understand the context used to prepare the response.
Illustrative question
The client has already sent the contract. What do we need to prepare for the consultation?
Consulting selected sources
Context for the team
The contract is already in the history. Collect the initial account, check what is missing and send the preparation to the person responsible.
Source 01
Initial contact checklist
Collect the account, identify the document provided and gather what is missing before the consultation.
Fictional excerpt to demonstrate the information’s source.
Source 02
Referral policy
When the request requires a case assessment, send the context to the lawyer responsible.
Fictional excerpt to demonstrate the information’s source.
Source 03
Case history
The person has already sent the contract and is waiting for confirmation of the next appointment.
Fictional excerpt to demonstrate the information’s source.
Firm documents
The team’s policies, contracts, templates and guidance.
Legal arguments and references
Materials selected for the case’s subject and jurisdiction.
Previous cases and legal documents
Authorized examples to guide work preparation.
Client and service
Account, history, documents and next steps from the context.
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.