This is the delivery page rather than the research page. Three real Law Firm situations the agent has to handle, the four-phase timeline from kickoff to live traffic, and the three numbers we commit to: 10 use cases mapped, $1,400–$4,500/mo savings range and 21-day implementation.
Three situations this has to handle
The Sunday-night car-accident call — 9:47pm Sunday. A man calls your PI firm because he was just rear-ended on the way home from his daughter's birthday dinner. He's at the ER. He's shaken. The agent picks up, runs the structured intake (where, when, who's at fault, injuries, insurance carriers), confirms there's no conflict with existing clients, and books a consult for Monday at 11am. Sends the client a confirmation text plus a one-pager on what to do at the ER and the next 48 hours. Monday at 11am, your associate walks into a fully-prepared consult instead of a discovery call.
The estate-planning lead nurture — Your firm has 240 estate-planning leads from the last year that didn't convert immediately. Without the agent, those leads sit. The agent runs a structured nurture — email at 14 days, SMS at 30 days, voice at 60 days — over the next quarter. About 30 of those leads come back into the pipeline. Of those, 18 retain. At an average estate-planning matter of meaningful value, that's significant revenue from leads that would otherwise have been dormant.
The discovery production — Your firm is responding to a discovery request in a commercial dispute. The opposing side produced 28,000 pages of email and documents. In the old workflow, your associate would spend 80+ hours reviewing it. With the AI document agent, your associate runs 'show me every email between [parties] mentioning [topic]' and surfaces a relevant set in minutes. The 80-hour review is compressed to 20 hours of focused review on the documents that actually matter.
The four phases
Week 1 — Discovery + scope. Map intake script, practice areas, conflict check process, case management software, and integrations.
Week 4 — Live pilot on overflow + after-hours. Senior intake staff or partner listens daily, tunes rules. Onboard case-status portal chat and review automation.
Months 2–3 — Full rollout. Add document parsing, lead nurture, and internal research assistant. Weekly KPI review (intake conversion, time-to-respond, case-load per attorney).
What the law firm intake opens with
"I was just in a car accident and I think I need to talk to a lawyer. Can someone help me?" That is the first line, and it is deliberately a question rather than a greeting — the fastest way to find out whether this is an emergency or a price enquiry is to ask.
The three KPIs we commit to
10 use cases mapped
$1,400–$4,500/mo savings range
21-day implementation
Related trades we build for
Operators in dental, real estate and insurance run a similar build, because the failure pattern is the same even when the vocabulary is not.