AI Automation for Solicitors
Respond in 60 Seconds, Not 4 Hours
Most firms take hours to answer a new enquiry, but conversion drops sharply within minutes. Every slow response is a client calling the firm that answered first.
I build automations that respond instantly, update clients automatically, and collect AML documents without chasing, so fee-earners stay on fee-earning work.
What I Automate for Law Firms
Six automations that recover lost enquiries, reduce complaints, and free up fee-earning time, designed with SRA compliance in mind.
Win and Onboard Clients
- ✓ Instant enquiry response and after-hours AI intake
- ✓ Lead qualification and consultation scheduling
- ✓ AML and KYC document collection with full audit trail
- ✓ Engagement letters and e-signature handled automatically
Update and Collect
- ✓ Weekly automated client status updates
- ✓ Conveyancing chain updates to buyers, sellers, and agents
- ✓ Post-matter review and referral requests
- ✓ Invoice reminders with escalation to partner level
What You Get
Six working automations, connected to your case management system, with every client-facing message quality-checked before it sends.
Instant Enquiry Response
A new enquiry comes in at 9pm. Within 60 seconds they get a professional response, qualification questions, and a link to book a consultation. Response time drops from hours to a minute, before they call the next firm.
Automated Client Updates
A weekly status SMS to every active client, with milestone notifications when key events happen, even a 'no update' update, because silence is the most common client complaint. Conveyancing gets chain progress for all parties.
AML Document Collection
New matter to engagement letter (e-signature), AML ID request, proof of address, and source of funds. Automated reminders at 48 hours and 5 days, with a full audit trail, cutting AML turnaround dramatically.
Post-Matter Reviews
Matter completed to thank-you message, Google review link, and referral request. Timed after positive outcomes such as completion or settlement, not after difficult matters, so your online presence builds itself.
Invoice and Payment Reminders
Unpaid invoice to a 7-day SMS reminder, a 14-day email with payment link, a 30-day formal reminder, and a 60-day escalation to a partner. Automated reconciliation when payment clears.
Conveyancing Chain Updates
Automated chain progress tracking with milestone notifications to buyers, sellers, and agents, and a status dashboard showing where every transaction sits. Cuts the phone calls that consume so much of a conveyancer's day.
How It Works
Three steps. I work with your compliance officer, connect to your systems, and keep every action logged for audit.
I map your matters
I connect to your case management system and map your enquiry, intake, and matter workflows, working with your compliance officer throughout.
It responds and updates
Enquiries get answered instantly, clients get updated automatically, and AML documents get collected, all from your firm's identity, with each message quality-checked.
You convert more, complain less
More enquiries become matters, fewer complaints come from poor communication, and your team gets back the hours routine admin was eating.
Who built this
Every system, every pipeline, every deliverable, built and maintained by one person.
Credentials
Experience
I built every system behind BrightIQ, from the audit engine to the reporting pipelines. One person, one point of accountability.
Frequently Asked Questions
Is this SRA compliant?
Yes. All automations are designed with SRA compliance in mind. Client data stays within your systems, communications use your firm's identity, and every automated action is logged for audit. I work with your compliance officer during setup.
Does it integrate with our case management system?
Yes. I integrate with Clio, Leap, Smokeball, Hoowla, and most UK case management platforms. If yours isn't listed, I can usually build a custom connection via API or webhook.
What about client confidentiality?
Client data never leaves your systems. The automation connects to your existing tools, it doesn't store case information separately. All communications go through your firm's phone number and email domain.
How quickly is it set up?
Enquiry response automation is live within one to two weeks. Full practice automation including AML collection and client updates takes three to four weeks. I handle all the configuration and testing.
What if the AI says something wrong to a client?
Every client-facing message is checked by a quality control system before sending. The automation handles routine communications, status updates, document requests, appointment confirmations. Anything requiring legal judgment is escalated to your team.
How is this different from hiring more reception staff?
It doesn't replace your team, it handles the overflow they can't: after-hours enquiries, instant acknowledgements, routine document chasing, and status updates, every hour of every day at a fixed cost. Your people focus on the conversations that need a human, while the routine work runs itself.
Stop Losing Enquiries to Slow Response
Book a call and I'll show you your current response time, what it's costing, and what automation would recover.