New enquiries
The agent separates new enquiries from matters already under way, and drafts a first reply.
- New matters marked on their own
- A draft of the first reply
- You approve it before it is sent
New enquiries, documents and questions about status all land in the same inbox. The agent sorts them and writes drafts. You approve anything before it reaches the client.
The agent separates new enquiries from matters already under way, and drafts a first reply.
The agent pulls deadlines out of the email and gathers them, so they do not sit at the bottom of a long thread.
The agent drafts a note on where the matter stands. It is not sent until the lawyer has read it.
Example: a draft reply to a new enquiry is ready, with the deadline marked. The text is sent only once it has been approved.
The agent is set up in your own accounts. Ready in a few hours. The agent subscription is extra, and you pay the vendor directly.
Other industries: Accounting firms · Trades · Housing co-ops and condominiums · Estate agents · Clinics and dentists · Online shops · Construction firms
Topics: AI agent for businesses · Email and calendar · AI training for businesses · Home
Also read: Automating invoice handling · AI for email and customer follow-up · An AI adviser for small businesses · What an AI agent costs