Every Matter Moving.
Every Lawyer In Control.

AI Workforce
AI handles the operational work. Lawyers make the legal decisions.

Software & Solutions

Automate intake, appointment scheduling, case updates, document processing, e-filing, and legaloperations with specialized AI agents built for modern law firms. From client intake to e-filing, LawPilot helps firms reduceadministrative workload, improve client responsiveness, and accelerate case management through AI-powered legal assistants.
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Platform Overview

One Connected Legal OS

01 — Client Experience

• Answer missed calls 24/7
• Qualify and capture leads
• Check conflicts of interest
• Schedule, reschedule & cancel
consultations
• Provide timely case status updates
• Capture and route client messages
• Answer firm & practice-area FAQs
• Collect client documents
• Route work to the right attorney

02 — Document & Legal Work

• Organize and categorize matter files
• Summarize case files & court
documents
• Extract critical info from filings
• Analyze deposition & evidence video
• Review documents for inconsistencies
• Conduct legal research
• Prepare first drafts
• Triage and draft email responses
• Prepare lawyer-ready work packets

03 — Operations & Filing

• Generate daily task summaries
• Track upcoming deadlines & action
items
• Synchronize calendars & court dates
• Prepare court filing information
• Streamline e-filing workflows
• Monitor case activity & new filings
• Send intelligent payment reminders
• Escalate urgent changes to lawyers
• Create daily firm briefings
End-to-End Coverage

The Complete Matter Lifecycle

From first client contact to final filing, LawPilot helps legal teams move every matter forward. Each stage is handled by purpose built agents, with attorneys approving every consequential action.
1.

Lead

Answers missed calls and website inquiries around the clock, capturing prospect details and beginning qualification
immediately.

2.

Intake

Qualifies prospective clients through intelligent conversations, collects case details, assesses fit, and structures the information for the legal team before the first consultation.

3.

Conflict Check

Cross-references firm rules and existing client data before a matter opens, surfacing potential issues for attorney review.

4.

Matter Opening

Creates the matter in the practice-management system, routes it to the right attorney or team, and begins collecting initial
documents.

5.

Document Collection

Sends requests, follows up on missing items, and organizes received materials in the matter workspace.

6.

Legal Work

Summarizes documents, builds chronologies, prepares first drafts, reviews documents, and extracts obligations into ready-touse
work product.documents.

7.

E-Filing

Prepares filing-ready information, surfaces it for attorney approval, then streamlines the electronic filing workflow across
supported jurisdictions.

8.

Case Monitoring

Monitors case activity, detects new filings, summarizes changes for the assigned attorney, and flags urgent items.

Built for How Your Practice Works

Practice Specific Workflows

Personal Injury

→ New lead response
→ Intake & accident details
→ Police report extraction
→ Medical record collection
→ Treatment chronology
→ Demand package prep
→ Lien & billing tracking
→ Insurance follow-up
→ Filing readiness
→ Client update reminders

Immigration

→ Eligibility intake
→ Document collection
→ Missing document follow-up
→ Petition checklist
→ Filing deadlines
→ Client milestone
updates
→ Evidence organization
→ RFE response checklist
→ Interview preparation reminders

Family Law

→ Intake & conflict checks
→ Financial disclosure collection
→ Parenting plan documents
→ Court deadline tracking
→ Client
reminders
→ Mediation prep checklist
→ Case chronology
→ Retainer & payment follow-up

Litigation

→ Matter opening
→ Pleading & evidence organization
→ Discovery tracking
→ Deposition summaries
→ Witness preparation
→ Filing readiness
→ E-filing coordination
→ Process serving
→ Case monitoring
→ Court date reminders
→ Client status reporting

Real Estate

→ Lease abstraction
→ Contract review
→ Title document summaries
→ Closing checklist
→ Missing document follow-up
→ Signature tracking
→ Transaction milestones
→ Closing-day task coordination

Corporate

→ Entity setup & governance
→ Board resolution drafts
→ Approval tracking
→ Contract obligation monitoring
→ Due-diligence
workspaces
→ Deal checklist coordination
→ Closing document tracking
→ Post-close action tracking

Electronic Court Filing

E-Filing, Streamlined

We streamlines electronic filing workflows — helping legal teams prepare, submit, track, and follow up on important litigation tasks, with the attorney approving every submission.

Supported Jurisdictions

  • CACalifornia✓
  • GAGeorgia✓
  • ILIllinois✓
  • INIndiana✓
  • MDMaryland✓
  • NVNevada✓
  • TXTexas✓
  • VAVirginia✓
Continuously expanding to more states
PrepareAI drafts &validates documents
FileSubmitted to the correct court
ConfirmConfirmation &court receipt
MonitorStatus &alerts in real time
CAGAILINMDNVTXVA
Secure. Compliant. Built for Law Firms.
Performance Impact
Graphically

Lead Qualification Rate

Before vs. after deploying our AI legal agent
Before 23%
After 71%
Lift +208%
Working
Autonomous System

How It Works

We help legal firm operate smarter, move faster, and scale with confidence approach empowers organizations to innovate, adapt, and stay competitive.
1. Connect your systems
Integrate calendars, case-management software, email, and document repositories.
2. Deploy legal AI agents
Select the agents that match your firm's workflows and practice areas.
3. Automate legal operations
Let agents manage intake, updates, document processing, research, e-filing, and follow-ups while
attorneys focus on legal strategy and approve every consequential action.
4. Scale efficiently
Handle more clients, cases, and filings without expanding administrative overhead.
Onboarding Process
Live Operations

What Happens After You Onboard

Once your firm signs on, we begin building the systems that power your growth — combining AI-driven marketing, intake, and automation into one seamless operation designed to generate and convert more cases.
1

Marketing & Growth Setup

We launch and optimize your marketing foundation — including paid ads, landing pages, tracking systems, and local visibility strategies — to attract qualified leads consistently.

2

AI Intake System Deployment

We configure your AI intake systems to answer calls, respond to leads instantly, qualify potential clients, book consultations, and route inquiries automatically so no opportunity is missed.

3

Automation Integration

We automate follow-ups, reminders, lead routing, retainer workflows, internal notifications, and operational processes to reduce manual work and keep your firm running efficiently.

4

Launch, Monitoring & Optimization

Once everything goes live, we continuously monitor performance, optimize campaigns and workflows, refine AI responses, and support your firm as it scales.

Seamless
Third-party Integration

Clio Integrations

Seamlessly integrate with Clio to automate workflows, sync data, and simplify your legal operations—all in one place.
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Results
Clients Feedback

Testimonials

Many Global clients say about our AI legal solutions, Powering Success for Our Customers
"In the legal world, precision and reliability are everything. When Chicago Trusted Attorney integrated legal-matters.ai, my primary concern was ensuring that automated processes remained compliant and accurate. I have been thoroughly impressed by the platform’s consistency and the safeguards it provides. It handles complex data loads with a level of accuracy that rivals human oversight, significantly reducing operational risk. It’s a sophisticated tool that I trust to support a high-stakes business environment."
David Smith – Chicago Trusted Attorney
“In a fast-paced legal environment, every client interaction matters. Since implementing legal-matters.ai, we’ve seen a significant improvement in how we handle intake and follow-ups. The AI voice agent communicates with clarity, captures critical details accurately, and ensures nothing falls through the cracks. What stands out most is its consistency—it delivers the same level of professionalism on every call. It’s become an essential part of our operations.”
Michael Carter - Carter & Associates Law Firm
Pricing Package
Flexible Pricing

More Value, Better Features, Smarter Pricing

We have a plan that fits your needs each package includes powerful features seamless integrations, and dedicated support
200 minutes/month
$180
/month
Get Started
No hidden charge included
  • 200 mins
  • Extra minutes cost = $0.45 - $0.55/min
  • Chat: 5 msgs = 1 min
500 minutes/month
$400
/month
Get Started
No hidden charge included
  • 500 mins
  • Extra minutes cost = $0.45 - $0.55/min
  • Chat: 10 msgs = 1 min
900 minutes/month
$600
/month
Get Started
No hidden charge included
  • 900 mins
  • Extra minutes cost = $0.45 - $0.55/min
  • Chat: 20 msgs = 1 min
Pricing Package
Flexible Pricing

Frequently Asked Questions

Everything you need to know about working with Legal-Matters.ai
1. What is Legal Matters AI?
2. How does Legal Matters AI help law firms grow?
3. Can your AI answer calls and qualify leads?
4. Do you help generate more cases?
5. Do I need to replace my current software?
6. Is Legal Matters AI only for large firms?
7. Do you provide ongoing support?