PraxisFlow

AI employees

AI agents for law firms, engaged like staff.

Each role comes with written duties, written limits and a clause that says when a person takes over. They work in your tools, in a private environment built for your firm.

Book a discovery callSee all roles

An AI agent for a law firm is software that does one role's routine work from start to finish: it reads the message, decides what the firm's rules say to do, does it in the firm's own systems and reports back. What it may not do is written down before it starts, and a person takes over whenever judgment is needed.

Schedule 1

Intake Coordinator

Answers every new inquiry on WhatsApp and your website chat, day and night, in each client's own language.

Duties
  1. (a)Qualifies each lead by your firm's own rules and collects the facts
  2. (b)Books the consultation, then sends the confirmation and reminders
  3. (c)Creates the lead in your CRM with the full conversation attached
  4. (d)Sends the owner a summary of the day's inquiries
Shall not
Quotes fees you haven't approved, promises outcomes or decides conflicts.
Hand-off
When someone asks for a person, when it isn't sure, or on a sensitive topic. Then it goes quiet.
Works in
WhatsApp, website chat, your CRM, email and calendar
Read the full terms

Schedule 2

Onboarding Specialist

Sets up each new client the moment they sign: records, billing, matter folder, engagement documents and a welcome email.

Duties
  1. (a)Starts when your firm confirms a new client in your CRM
  2. (b)Creates the client record, billing account and matter
  3. (c)Generates engagement documents from your templates and files them
  4. (d)Sends a welcome email written for the matter type
Shall not
Signs anything on the firm's behalf.
Hand-off
When something is missing or unclear, it asks your staff instead of guessing.
Works in
Your CRM, billing system, document templates, file storage and email
Typical result
About 40 seconds per new client, down from 25 to 40 minutes by hand.
Read the full terms

Schedule 3

Receptionist

Answers your phone line around the clock, books consultations and puts a person on the line when one is needed.

Duties
  1. (a)Qualifies new callers and creates the lead
  2. (b)Recognizes existing clients and looks up their matter
  3. (c)Checks availability, then books, reschedules or cancels consultations
Shall not
Gives legal advice or tells a caller how their case will go.
Hand-off
Transfers the call to your staff when the caller asks or the call needs a person.
Works in
Your phone line, calendar and CRM. Works alone or alongside the Intake Coordinator.
Read the full terms

Schedule 4

AI Paralegal

Prepares first drafts, document summaries and exhibit lists from the intake record and your firm's templates.

Duties
  1. (a)Drafts from the intake record and your templates
  2. (b)Summarizes documents and builds exhibit lists
  3. (c)Writes everything to the matter folder
Shall not
Sends anything to a client, a court or opposing counsel.
Hand-off
Every draft goes to an attorney for review before it is used.
Works in
Your templates, matter folders and CRM

Schedule 5

Deadline and Docketing Clerk

Reads court notices as they arrive by email and proposes the calendar entries, with the source notice attached.

Duties
  1. (a)Reads court notices from the firm's inbox
  2. (b)Proposes calendar entries with the source attached
  3. (c)Keeps a record of what was proposed and confirmed
Shall not
Puts a deadline on the calendar without a person confirming it.
Hand-off
A person confirms every entry before it counts.
Works in
Your inbox and the firm calendar

Schedule 6

Case Status Assistant

Answers the question every client asks, where is my case, on WhatsApp and email, using your firm's approved wording.

Duties
  1. (a)Answers from the status fields in your CRM
  2. (b)Uses only wording the firm has approved
  3. (c)Sends an update on its own when a status changes
Shall not
Predicts outcomes or timelines.
Hand-off
Any question beyond the case status goes to your staff.
Works in
WhatsApp, email and your CRM

Schedule 7

Follow-up Coordinator

Keeps in touch with leads who haven't booked, for weeks if needed, until they book or say no.

Duties
  1. (a)Sends a multi-week email sequence written for your practice
  2. (b)Stops the moment the lead replies
  3. (c)Records every touch in your CRM
Shall not
Keeps writing after someone replies or asks to stop.
Hand-off
Every reply goes straight to your team.
Works in
Email and your CRM

Schedule 8

Filings Clerk

Turns a newly submitted complaint into a structured matter in your CRM, with every citation checked against the page it came from.

Duties
  1. (a)Splits the PDF into page-level sections using LexSelect's document parsing
  2. (b)Extracts the matter data in a fixed structure
  3. (c)Checks every citation against the text of its page
  4. (d)Creates the matter as Ready or Needs review, with an email summary
Shall not
Files anything with a court.
Hand-off
Anything it cannot verify is marked Needs review for your staff.
Works in
LexSelect, your CRM and email

More roles on request

  • Inbox and Records Clerk

    Files every email and attachment to the right client or lead in your CRM.

  • Billing Clerk

    Records payments and retainers from email into your CRM.

  • Records Summarizer

    Turns medical, police and employment records into a dated summary for the attorney, with every entry linked to its source page.

    Shall not: Draws legal conclusions. The attorney reviews every summary.

  • Timekeeping Assistant

    Drafts time entries for each matter from your emails, calls and calendar, so attorneys review and approve instead of reconstructing their day.

    Shall not: Submits or sends a bill.

Terms that apply to every role

Every role, every time

  • No legal advice.
  • No signing or filing.
  • No contact with courts or opposing counsel.
  • No moving money.
  • No deleting records.

Every role hands off when someone asks for a person, when it isn't sure, and on sensitive topics: complaints, fee disputes and emergencies.

How an engagement works

  1. Step 1

    Onboarding

    A short form and a call to learn your rules, your tools and the wording you approve.

  2. Step 2

    Build and test

    We build the role in your private environment and run it through scripted test conversations.

  3. Step 3

    Shadow mode

    It drafts, your staff approve. Nothing goes out on its own until you're satisfied.

  4. Step 4

    Live, and maintained

    We maintain it, fix it if anything fails and keep it running as your tools change.

Questions about AI agents for law firms

They take on defined, repeatable parts of a role: answering and qualifying new inquiries, answering the phone, drafting from templates, proposing deadlines from court notices, answering status questions, setting up new clients, following up with leads and turning complaints into structured matters. Each works inside the tools your firm already uses.

No. They are AI agents we build, set up and maintain in your firm's own environment. We call them staff because each one is defined like a role: written duties, written limits, and when a person takes over.

No. Each agent covers a defined part of a role and hands the work to your people when a person is needed. Attorneys review every draft, and a person confirms every deadline.

A chatbot answers questions. An AI agent does the work around the answer: it books the consultation, creates the record in your CRM, files the document and tells your staff what happened, within written limits your firm approves.

Each firm's agents run in a private environment dedicated to that firm, never shared with another. Data is encrypted, backed up and monitored, and integrations get only the access they need. Our security page has the details.

Ours never do. No role gives legal advice, signs or files anything, contacts courts or opposing counsel, moves money or deletes records. When asked for an opinion, the agent offers a consultation with an attorney instead.

We usually suggest the Intake Coordinator, since it answers every new inquiry the moment it arrives. On a discovery call we look at where your firm loses the most time and recommend a first role from there.

Related reading

Start with your first AI employee.

Start with the Intake Coordinator, or tell us where your firm loses the most time. One call, no commitment.

Book a discovery callWrite to us instead