AI Agent Teams for Law Firms
Deploy a dedicated team of AI agents that handle client intake, document review, scheduling, and case follow-ups — 24/7, no payroll, no burnout.
Law Firms Lose Billable Hours to Manual Work
Every hour your associates spend on intake forms, document summaries, scheduling, and status updates is an hour they’re not billing. AI agent teams handle the busywork so your team focuses on case strategy and client relationships.
📋 Intake Bottlenecks
New clients wait days for a response. Your intake coordinator is overwhelmed, and prospects move to faster competitors. You lose 30-40% of inbound leads to slow response times.
📄 Document Review Overload
Associates spend 15+ hours per case reviewing discovery documents, contracts, and correspondence. It’s repetitive, error-prone work that eats into billable hours and client satisfaction.
📅 Scheduling Chaos
Opposing counsel deadlines, court dates, depositions, and client meetings — all managed manually across calendars. One missed deadline can mean a malpractice claim.
💬 Client Communication Gaps
“My attorney never calls me back” is the #1 bar complaint. Your team is in court, in depositions, in meetings — and clients feel abandoned. Status updates are reactive, not proactive.
Your AI Agent Team: Built for Legal Workflows
Each agent handles a specific workflow in your practice. They integrate with your existing tools — Clio, MyCase, PracticePanther, Outlook, and more.
Intake Agent
What it does: Responds to new inquiries within 60 seconds, 24/7. Qualifies leads, gathers case details via conversational forms, schedules consultations, and syncs everything into your practice management system.
Integrates with: Clio Manage, MyCase, PracticePanther, Calendly
Document Review Agent
What it does: Summarizes discovery documents, flags key clauses, identifies potential issues in contracts, and organizes evidence chronologically. Outputs structured summaries your associates review in minutes, not hours.
Integrates with: NetDocuments, iManage, Dropbox, Google Drive
Scheduling & Calendar Agent
What it does: Manages all deadlines, court dates, and appointments. Sends automatic reminders to clients and opposing counsel. Reschedules conflicts automatically and alerts your team to urgent conflicts.
Integrates with: Outlook, Google Calendar, Clio Calendars
Client Communication Agent
What it does: Sends proactive case status updates via email/SMS. Drafts responses to routine client questions for attorney review. Escalates urgent issues immediately. Tracks client satisfaction and flags at-risk relationships.
Integrates with: Outlook, SMS gateways, Clio Communicate
Billable Capture Agent
What it does: Tracks all billable activities across your team, ensures time entries are complete before end of day, flags missed entries, and generates pre-bill reports. Recovers 5-15% of lost billable revenue.
Integrates with: Clio Bill, MyCase Billing, TimeSolv
Research Agent
What it does: Conducts preliminary case research, pulls relevant statutes and precedent, and prepares research memos for attorney review. Reduces research time from hours to minutes per matter.
Integrates with: Fastcase, Lexis, Westlaw APIs
The Math: $2.5K/Month vs. What You’re Losing Now
A 10-attorney firm losing just 2 billable hours per attorney per week to manual intake and document review is losing $100K+/year in leaked billables. Your AI agent team costs $60K/year.
(all agents included)
(vs. 2-3 days now)
on document review
revenue recovered
How It Works
Why Firms Choose Xact AI
“We were losing intake calls to faster competitors. Xact AI’s intake agent responds instantly, books consultations automatically, and has increased our new client conversion by 35%.”
“Our associates were spending 15 hours per case on discovery review. Now the AI agent team produces summaries in minutes, and our associates just review and approve. It’s like having three extra paralegals.”
Frequently Asked Questions
Is this ethical? Can AI agents practice law?
No. AI agents don’t practice law — they handle administrative workflows: intake, scheduling, document summarization, and client communications. All legal work remains with your attorneys. Think of them as a highly efficient paralegal team that never sleeps.
How does client confidentiality work?
All data is encrypted in transit and at rest. We sign your firm’s standard NDA/BAA. Agents operate within your existing security infrastructure — we don’t store client data outside your systems. We’re SOC 2 compliant and can configure for HIPAA if needed.
What if our attorneys don’t want to use it?
Agents work in the background. Your attorneys don’t need to learn new software — agents integrate with tools you already use (Clio, Outlook, etc.). The team sees cleaner intake, faster summaries, and proactive updates without changing their workflow.
What’s included in the $2.5K/month?
All six agents (intake, document review, scheduling, client communication, billable capture, research), unlimited integrations with your existing tools, monthly performance reviews, and ongoing optimization. No per-agent fees, no usage limits, no long-term contracts.
How fast can you deploy?
Most firms are live within 3-4 weeks. The strategy session takes one week, integration takes two, and we launch with a monitoring week. Urgent deployments can go live in 10 days.
Stop Losing Billable Hours to Manual Work
Book a free 30-minute strategy session. We’ll map your firm’s workflows and show you exactly where AI agents recover time and revenue.
Book Your Free Strategy Session →
No obligation. No pressure. Just a clear plan for your firm.