AI Follow-up for Law Firms. Missing documents and unsigned engagements chased politely.
AI Follow-up runs the sequences a busy intake desk forgets: the prospective client who never booked after the first call, the engagement letter still unsigned, the tax returns or medical authorization a paralegal asked for twice. Each step uses your wording in the client's language; any reply stops the sequence and alerts a person, and contacts marked adverse are never included.
TRY AI FOLLOW-UP FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Chase missing client documents every three days; stop when they arrive or the client replies.”
Lisa“Done: missing documents are requested every three days until uploaded, and any reply stops the chase and alerts the paralegal.”
Any setting, in any module · applied only on your yes
How Law Firms use it
A caller who asked about bankruptcy but did not book gets two gentle messages offering consultation times, then the sequence ends.
A family-law client receives reminders for her financial disclosure documents until the upload arrives, then the paralegal is notified.
An unsigned engagement letter triggers a reminder on day three; the client replies with a question and the attorney is alerted instead.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Sequences after a lead, a demo, a quote, a booking, by stage
- Presets suggested from your knowledge; the AI writes and tunes the steps with you
- A reply stops the sequence and alerts the owner; consent rules respected
- Templates in the customer's language; every touch on the customer's record
- Deliverability report: bounces, complaints, engagement
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Follow-up does, for every business ›
Works withAI MarketingAI Auto-CallAI DemoAI QuotingAI Booking
Questions & answers
AI Follow-up for Law Firms: questions & answers
Can an AI follow up with prospective clients who did not book?
Yes. A sequence you approve offers consultation times by e-mail over the following days, in the caller's language. A reply stops it at once and alerts intake, and consent rules decide who may receive it.
Will follow-up messages ever reach the opposing party?
No. Contacts your firm marks adverse, such as opposing parties and opposing counsel, are excluded from every sequence. The mark sits on the record, so the front desk sees it too.
Do follow-up messages include anything about the matter itself?
No. Sequences carry your approved wording about documents, signatures and consultations, never the substance of a matter. Anything substantive is written by the attorney or the paralegal.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Law Firms ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
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