Solutions

Legal & compliance services

Case intake, document collection and status communication, so fee earners spend their time on the matter.

A reference playbook: the workflow and agent architecture Aetheron builds for this sector. For work already delivered, see the case studies.

Intake, chasing documents and telling clients where their matter stands consumes the hours that could be billed. It is also the part clients judge the firm on.

  1. Prospect inquiry received
  2. Agent takes intake: issue type, urgency, jurisdiction
  3. Lead scored and assigned to the right lawyer
  4. Case folder created
  5. Documents collected from the client
  6. Status updates issued as the matter progresses
  7. Billing milestones tracked
  • Case intake agent

    Structured intake at first contact

  • Document collection agent

    Requests and chases what is missing

  • Status communication agent

    Keeps the client informed without a call

  • Task assignment agent

    Routes work to paralegals

  • Billing milestone tracker

    Flags billable milestones as they are hit

  • Practice management systems
  • Document stores
  • WhatsApp
  • Email

Run this in your business?

Tell us the workflow you want to automate and we will show you how it runs.

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