Law Firms & Legal Practices
You're billing by the hour. You're losing hours to ops that should run themselves.
Small law firms and solo practitioners lose potential clients to slow intake response, lose existing clients to silence between milestones, and lose revenue to invoices that go out late and reminders that never go out at all. We look at where it breaks, then build the fix. Nothing goes out until you approve.
30 minutes · your custom AI Scorecard within 24 hours of our call.
Recognize your week?
The client hired another firm. Not because you weren't better. Because you were slower.
Legal inquiries go to whoever responds first
01 · The problem
People looking for legal help are often in distress. They contact 2–3 firms and hire the first one that responds with something useful. A 24-hour response time isn't competitive, it's a referral to your competitor.
Clients assume silence means nothing is happening
02 · The problem
Between filing and resolution, clients hear nothing for weeks. They call asking for updates. Each call costs you 15–20 minutes of non-billable time. A proactive weekly update eliminates most of those calls.
Billing should not require chasing
03 · The problem
Most small firms send invoices manually and follow up on overdue accounts manually, or not at all. Billing reminders go out on time, in your voice, after you approve them.
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An inquiry after hours
- 8 pm A new inquiry arrives after hours.
- Next day It gets answered the next afternoon.
- Day 3 The prospect has already hired another firm.
The same inquiry, with a workflow
- 8 pm The inquiry is logged and a reply is drafted.
- Next morning You review it and send.
- Day 2 Intake and follow-up steps run on schedule.
Time back. The after-hours inbox. The status calls clients make. The billing reminders nobody sends.
Illustrative example. Nothing goes out without your approval.
What we'd build
Six systems every law firm needs running.
Intake Response & Follow-Up
01
Every inquiry gets an immediate, professional acknowledgment. A follow-up sequence runs until you've connected or the prospect has clearly moved on. No inquiry falls through the cracks.
Client Onboarding
02
Automated intake questionnaires, engagement letter delivery, and onboarding checklists. New clients get everything they need without your assistant managing each step manually.
Case Status Updates
03
Scheduled client updates at key milestones and on a regular cadence. Clients who feel informed don't call every week asking for news, and leave better reviews.
Document Collection
04
Automated document request sequences with reminders until received. No more chasing clients for the paperwork you need to move their matter forward.
Billing & AR Reminders
05
Invoices sent automatically at billing milestones, with escalating reminders for overdue balances. Reminders go out on time, in your voice, after you approve them.
Referral & Review Outreach
06
Automated review requests and referral prompts after matter close. Most satisfied clients never leave a review or refer, because nobody asked at the right moment.
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Law firms
Intake summarized for the attorney
A new inquiry arrives as a short summary with the gaps marked. The attorney decides what happens next.
New inquiry
Contract dispute, small business
A response deadline on Nov 20
Other party’s name, for the conflicts check
A person reviews · No legal advice given
How it works
Your own AIOS, set up for your practice.
We map your intake-to-close flow, find where clients and revenue leak, and build AI automations that run in the background, no disruption to how you practice law.
Your Scorecard
01 · FREE SCORECARD CALL
On a free 30-minute call, we map your practice operations (intake, case communication, document collection, billing) and send you a scorecard within 24 hours of our call showing exactly where you're losing clients and revenue.
Set up with your team
02 · BUILD IT WITH YOU
We build your intake and ops systems, connect them to your practice management software, and test every workflow before go-live. Your first workflows go live at setup, and the rest switch on over your first 90 days.
We keep it working
03 · RUN
Your AI systems handle inquiry responses, client updates, document follow-up, and billing reminders, automatically, every day. We monitor and keep improving what's working.
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Questions, answered.
What AI systems do you build for law firms?
We build client intake automation, lead and inquiry follow-up, case status update systems, document collection workflows, billing reminder sequences, and referral outreach: all integrated with your practice management software.
Is AI automation compliant for law firms?
Yes. The AI systems we build handle operational and communication tasks: intake follow-up, status updates, billing reminders, not legal advice or privileged work product. All automations are reviewed with compliance in mind and positioned appropriately.
What is the free AI strategy call for law firms?
It's a free 30-minute call where we map your intake-to-close flow, identify where prospects and clients fall through, and send you a custom AI Scorecard within 24 hours of our call showing what to fix first, no pitch, no prep needed.
Start here
Find out where your practice leaks.
Book a free 30-minute AI strategy call. We map your intake-to-close flow live and you get a custom AI Scorecard within 24 hours of our call: a clear picture of where you're losing clients and revenue and what to fix first. A free 30-minute conversation, followed by a personalized written scorecard within 24 hours of the call. Keep the recommendations whether or not you work with SierraWorks.
Start free today→Free · Yours to keep · No obligation