Law firm email, filed in its case without opening each one

In a small law firm, one inbox receives clients, opposing counsel, courts, court agents and suppliers. Every email has to be opened to see which matter it belongs to and what it asks for. The document ends up in a folder, the date in a calendar and the next step in someone's head. It's the most repetitive work in a firm, and it rarely needs a lawyer.

What the digital employee does with each email

1. 01

   Reads it as soon as it arrives

   It identifies who is writing, for which client and about which matter, even when the subject line doesn't say.

2. 02

   Files it in its case

   It files the email and its attachments in the right case or, if it's a new matter, suggests opening one.

3. 03

   Tells you what it asks and whether it's urgent

   It summarises what the email asks for and flags the dates and deadlines it mentions, so urgent items don't sink to the bottom of the inbox.

4. 04

   Prepares the next step

   It drafts the reply, the document request or the standard letter, using the data in the case file.

5. 05

   Waits for your approval

   Nothing leaves the firm until a lawyer has reviewed it. Every step is logged with who did it.

What changes in your day

• You open the matter, not the inbox. When you go into a case, the email, the documents and the draft are already there.
• Urgent items stand out. An email with a deadline doesn't wait until someone has time to read it.
• You reply sooner. A client asking about their matter gets an answer when you approve the draft, not when you've finished sorting email.
• The whole matter in one place. Emails, documents, calculations and decisions, with their history.

What it works with

With what the firm already uses: Outlook or Gmail, the folders where you keep case files (on a server, SharePoint or Drive) and your practice management software if it allows connections. If clients write to you on WhatsApp Business, that can be connected too. There's no software to switch and no new portal for clients to learn.

What it doesn't do

• It doesn't decide a matter's strategy or talk to a client on your behalf without your approval.
• It doesn't cite case law from memory: if it isn't in a source, it doesn't write it.
• It doesn't calculate with the AI model: severance and deadlines come from programmed, tested rules.

A real case

In an employment law firm, the digital employee receives instructions from client companies, files them in each worker's case, gathers the data, calculates with rules and prepares the letter or reply for the lawyer to approve. Read about it in this case study.

Where to start

In a free assessment we look at how email reaches you, how you organise case files and which software you use. From that, we tell you what can be automated, at a fixed price with no lock-in. If you'd first like to know how data is protected, start with is it safe to use AI with my clients' data?.