AI Agent Workforce for law firms

Run your firm like an AI-native practice, without losing what makes it yours.

Agents prepare attorney briefs from intake questionnaires, draft inquiry follow-up, summarize meetings and turn marketing data into recommendations. Your people keep the decisions; your attorneys keep every legal judgment call.

Book a free 15-minute intro call

Bring the work that keeps piling up. We work out which agents, if any, are worth adding.

Concrete work

What agents can take off your team’s desk.

INTAKE

Attorney briefs

A source-linked brief from each intake questionnaire, with gaps flagged for the paralegal.

FOLLOW-UP

Inquiry follow-up

Recommended next steps and drafts in your voice. Client relations approves before anything is sent.

MEETINGS

Meeting summaries

Decisions and follow-ups from authorized recordings, filed only after a person confirms the matter match and the content.

MARKETING

Search and AI visibility insight

Reviews of SEO, local search, answer-engine optimization (AEO) and LLM visibility, with content and profile recommendations your team decides on.

Agents work alongside your existing CRM and practice tools, often through MCP where a system supports it. We confirm what each system actually allows before promising anything. For managed delivery of marketing work, Client Acquisition Engine includes SEO, local search, AEO and LLM visibility; we coordinate scope if you use both.

Fit and deliverables

When a custom workforce makes sense, and what you receive.

Usually a good fit

  • Recurring work that eats into your people’s time each week
  • Information spread across your CRM, calendar and other tools
  • Someone who can review outputs and give feedback during testing

Another route may suit you better

  • You want agents giving legal advice on their own
  • The task is a one-off, or simple rule-based automation or off-the-shelf software already handles it
  • No one is available to review outputs or own the responsibility
PLAN

Workforce plan

The responsibilities in scope, approved information sources, what each agent can handle and which decisions require a person.

BUILD

Tested implementation

The workforce set up for the agreed responsibilities and tested against your real work. Your named owner approves readiness before routine use.

HANDOFF

Guidance and support

Guidance for your people on using it and when to step in, plus a written support arrangement for questions, maintenance and refinements.

Approach and process

We start with your firm, not with agents.

What we learn first

  • Your methodology and how a matter moves through the firm
  • Your ethos and the standards your clients expect
  • How you sound in emails, letters and follow-ups
  • Where each person on your team is strongest

What that means for you

  • Agents only where they help, not in every department
  • Every client-facing draft written in your firm’s voice
  • Human checkpoints designed in; anything uncertain goes to a person, not a client
  • We design the rules, so your team is not left building automation

From first call to approved work

  1. Free first call

    We talk through the recurring work and whether a workforce is sensible.

  2. Optional assessment

    Only if useful; its scope, output and fee are explained before you agree.

  3. Proposal

    Responsibilities, deliverables, testing, support and cost. You approve before the build.

  4. Build, test, hand off

    We implement and test with your reviewers, then guide your people and begin agreed support.

We take on

  • Learning your methods, voice and people
  • Designing rules and human checkpoints
  • Connecting agents to your tools, after confirming access
  • Testing against your real work
  • Guidance for your people and agreed support

Your firm provides

  • Time to explain how you work, plus approved writing examples
  • Access to the tools in scope
  • A named reviewer during testing
  • Approvals at each stage
  • Professional judgment and client relationships

Scope, cost and timing depend on the responsibilities, information sources, access and testing involved. The proposal states any required software or usage costs and the boundaries of ongoing support before you commit.

Illustrative workflow, not a client case study

Preview: an attorney brief, ready before the first meeting.

From a fictional estate-planning example. Every point links back to the questionnaire answer it came from, and anything unclear is flagged for a person.

Attorney brief: new estate plan inquiryAwaiting paralegal review

Prepared from: Intake questionnaire, submitted Monday. Fictional sample, no real client data.

Family overview

  • Married couple, two adult children [Q4, Q5]
  • One child lives overseas [Q6]

Assets mentioned

  • Family home, jointly owned [Q11]
  • Small business interest [Q14]Check: ownership share left blank

Suggested questions

  • Who would they trust to manage the business interest?
  • Is there an existing will? [Q18 answered "not sure"]Check

Human review: The paralegal confirms each linked answer. The attorney chooses which questions to ask.

Fictional questionnaire excerpts

Q4
Marital status: married.
Q5
Children: two adult children.
Q6
One adult child lives overseas.
Q11
Home ownership: jointly owned.
Q14
Business interest: yes. Ownership share: unanswered.
Q18
Existing will: not sure.

See the full illustrative example: workforce map, sample outputs, status view and readiness checks

Questions firms ask about an AI workforce.

How many agents are included?

That depends on the work. We define the responsibilities and capability your firm needs, rather than starting with a fixed number of agents.

Do we have to buy another service first?

No. The AI Agent Workforce is a separate engagement from Client Acquisition Engine, Event Management and Consulting. If you use more than one, we coordinate responsibilities so the same work is not charged twice.

Who stays responsible for decisions?

Your people. Your team retains professional judgment, approvals and client relationships. Agents prepare and coordinate; they do not give legal advice.

Will client messages sound like AI?

They should sound like your firm. We build each agent from your approved examples and test drafts against them before use.

What happens after implementation?

The agreed support arrangement explains who handles questions, maintenance and refinements. Adding a new responsibility is a separate scope decision.

What happens when we submit an inquiry?

The form saves your request. It does not book a time or send an email automatically; we contact you to arrange a call.

What keeps landing on your team’s desk?

Start with a short introduction about the recurring work you would like help with. If we’re a fit, a longer conversation can explore the workflows and who reviews them.
Book a free 15-minute intro call