CX · Customer experience
The moments clients feel.
The moments a law firm client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Legal
AI agents for Law Firms
What should stay human at a law firm, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a law firm, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a law firm. Agents can surface the gaps; the owner still decides.
Main roles
The people a law firm usually employs. Each card is written for this business, then links out to the full role page.
Role
Lawyer
Advises clients, drafts legal documents, negotiates matters, prepares cases, and represents clients in transactions, disputes or court work.
Role
Paralegal
Prepares bundles, manages files, conducts legal research, drafts routine documents, and assists lawyers with case administration.
Role
Legal Secretary
Handles document formatting, diary management, court filings, client correspondence, and billing support for legal matters.
Role
Practice Manager
Oversees office operations, staff coordination, compliance processes, billing workflows, and supplier relationships across the firm.
Role
Accounts Administrator
Issues invoices, records trust and office transactions, follows up unpaid bills, and supports monthly financial reporting.
Freelancers & agencies you might hire
Specialists a law firm often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Freelance Copywriter
Writes website pages, lawyer profiles and articles that explain services clearly and support business development efforts.
Agency
Managed IT Provider
Supports secure document systems, email, devices, backups and cybersecurity controls for confidential client and matter information.
Agency
SEO Agency
Improves search visibility for practice areas and locations so prospective clients can find the firm online.
Want this set up for you?
If you would like someone to build these flows for a law firm, tell us a little and we can match you with an agency. We don’t list agencies on this site.
Related
Other business types in Legal.