Lead screening by practice area
Classifies every inquiry, collects the case details and routes it to the right attorney.
- Intake questions by practice area
- Case summary for the attorney
- Polite decline for matters you don't handle
Lawyers and law firms24/7 AIRemote service worldwide
AI agents for lawyers: every lead answered, every client informed
The agent screens inquiries, books consultations and keeps your clients updated without giving legal advice on your behalf.
An AI agent for lawyers is an artificial intelligence assistant that answers on WhatsApp, web and email, handles administrative tasks using your information and hands off to a person when needed. AppsySoftware designs it, trains it on your data and has it running within weeks, for law firms in the US, Canada and Mexico.
⏱️ Every late reply is a customer comparing you with someone else. An AI agent answers in seconds, day and night.
The challenge for law firms and how an AI agent helps
Law firms receive many inquiries that never become clients, while current clients ask again and again about the status of their matter. Handling both eats up hours that should go to litigating or advising.
An AI agent does the first screening: it identifies the practice area (family, employment, business, criminal…), collects the basic details, books the consultation with the right attorney and answers clients with the status your team updates. It never gives legal opinions.
What's included
What an AI agent for lawyers does
Every agent is trained on your real information and rules.
Consultation scheduling
Books in-person or online consultations based on your availability and collects retainers if you choose.
- Synced calendar
- Reminders
- Retainer via payment link
Status updates for clients
Answers “how is my case going?” with the information your team records.
- Status updated by the firm
- Hearing and deadline alerts
- Communication history
Case file documents
Requests and receives IDs, contracts and evidence, and organizes them by matter.
- Checklist by matter type
- Missing-document reminders
- Organized files
WhatsApp, web and email
The agent answers on your WhatsApp Business number, on your website and by email.
- WhatsApp Business API
- Website chat widget
- Email inbox
Human oversight
You set the limits, review conversations and take over whenever you want.
- Approved responses
- Full conversation history
- Handoff to a person
What changes with an AI agent
No message goes unanswered
Messages at night, on weekends or while you're busy: every one gets a reply.
Your time goes to expert work
AI handles the repetitive tasks; you and your team focus on what takes judgment.
Follow-up that sells
Automatic reminders and follow-ups win back customers you used to lose.
Your questions, answered
Frequently asked questions
Does the AI agent give legal advice?
No. It is configured to collect information, schedule and report status. Any question that calls for a legal opinion is routed to an attorney at your firm. This protects your clients and your professional liability.
How is attorney-client confidentiality protected?
Information is stored encrypted and only your firm can see it; the agent only answers the client who owns the matter, and you define what data it can share. Everything is logged for auditing.
Does it work for a small firm?
Yes. For a solo practitioner or a firm with a few partners it is often where the impact is greatest: the agent handles inquiries while you're in court and hands you an organized calendar.
How much does an AI agent for lawyers cost?
It depends on the channels, the tasks it needs to handle and the integrations with your systems. The assessment is free and you get a fixed-price quote within 24 hours.
Do you work with clients outside Mexico?
Yes. Our team is based in Mexico and works remotely with professionals and businesses across the country and abroad, in both English and Spanish.
Put AI to work in your business
Book a free 30-minute assessment: we'll tell you what to automate first and what it would cost.
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