AI agents that handle client intake, draft engagement letters, and send follow-up communications — so your attorneys bill for legal work, not administrative tasks. Built for solo practitioners and mid-size firms.
These are not hypothetical. These are the issues draining your revenue right now.
After every consultation, your team spends 1-2 hours creating intake memos, drafting engagement letters, and sending follow-ups. At $300/hour, that is $300-$600 in unbillable time per new client.
Potential clients contact 2-3 firms simultaneously. The firm that sends the engagement letter and follow-up first retains the client 60% of the time. Delays cost you cases.
Your paralegal handles intake, document preparation, scheduling, and client communication. When caseloads spike, intake quality drops and potential clients fall through the cracks.
Different attorneys handle intake differently. Some send follow-ups the same day, others take a week. Inconsistency erodes client confidence and your firm's professional reputation.
Prebuilt, ready to deploy in under 2 minutes. No coding, no setup fees.
Processes consultation notes and generates structured intake summaries with case type classification, conflict check checklists, and key facts organized for the attorney.
Drafts engagement letters customized to the matter type — family law, personal injury, business litigation, estate planning, and more. Includes fee structure, scope, and standard terms.
Generates professional follow-up emails after consultations, setting expectations for next steps, required documents, and timeline. Sends before the client contacts another firm.
Summarizes lengthy documents, contracts, and case files into concise briefs with key facts, dates, parties, and action items highlighted for attorney review.
“We used to lose 1 in 4 consultations because our engagement letters took 2-3 days to send. Now the Intake Agent processes my notes in 60 seconds and the Engagement Letter is drafted before the client leaves the parking lot.”
OperantOS processes the information you provide and generates output documents. We do not store client data after processing. All transmissions are encrypted, and we do not train models on your data. You maintain full control over what information enters the system.
Yes. The agents adapt to family law, personal injury, criminal defense, corporate law, estate planning, real estate law, immigration, and other practice areas. You provide the consultation context and the agent generates appropriate intake documents and communications.
No. OperantOS generates the documents and communications that feed into your existing workflow. It works alongside Clio, MyCase, PracticePanther, and other practice management platforms. Think of it as an AI paralegal that handles first drafts.
The agents generate professional drafts that your attorneys review before sending. We recommend attorney review on all client-facing communications to ensure accuracy and compliance with your jurisdiction's ethics rules. The AI handles the heavy lifting; your team provides the final check.
Deploy AI agents that process intake in 60 seconds, draft engagement letters instantly, and follow up before the client calls another firm. Start your 14-day free trial today.
14-day free trial • No credit card required • Cancel anytime • Starting at $49 CAD/mo
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