Keep Intake, Calendars And Client Updates Moving
Small firms lose hours to the work around the law: calling back intakes, chasing fee agreements, entering dates, telling clients what’s happening. Your agent handles that admin in your own practice software, and a lawyer approves anything that leaves the firm.
From $10/month 30 days free No credit card
Where The Day Goes
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Intake Falls Through The Cracks
A potential client fills out the form, waits two days for a call back and hires someone else. Conflict checks and fee agreements add more back-and-forth.
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“Any Update?” Emails
Clients want to hear from you even when nothing has changed, and every answer takes a lawyer’s time.
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Time Gets Rebuilt On Friday
Work done in email and on calls doesn’t reach the billing system the same day, and some of it never gets billed.
What Your Agent Does For You
In the tools you already use, with your own login, one item at a time.
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Follow Up On New Intakes
The agent reads new intake forms, drafts a reply with consult times from your calendar and creates the contact in your practice software for your conflict check.
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Enter The Dates You Give It
Tell it a hearing date or a response deadline and it adds the calendar entry and reminder tasks to the matter. You confirm every date.
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Outlook -
Google Calendar - Clio
- PracticePanther
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Draft Client Status Updates
From the matter notes, it drafts a short update in plain words. The responsible lawyer edits and sends it.
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Get Fee Agreements Signed
It fills your fee agreement template with the client’s details, sends it for e-signature after your OK and tells you who hasn’t signed.
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DocuSign -
Microsoft Word - Clio Draft
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Draft Time Entries
At the end of the day it lists emails and calls by matter and drafts time entries for you to edit and post.
- Outlook
- Clio
- MyCase
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File Documents By Matter
Incoming documents get saved to the right matter folder with clear names, so nobody hunts through email for the signed copy.
Ask In Your Own Words
Type it in a project chat, or send it from your phone. Your agent does the work and reports back in the thread.
- New intake from Karen Liu, landlord-tenant dispute. Create her in Clio, draft a reply offering Tuesday or Wednesday afternoon, and hold it for me.
- The Ramirez hearing moved to November 18 at 9. Update the calendar and move the prep reminder to the 14th.
- Draft a status update for Tom Becker: we filed the motion, the other side has 14 days to respond, nothing for him to do yet.
- Send the flat-fee agreement to the Nguyens through DocuSign once I’ve read it.
- Look at today’s emails and draft my time entries by matter. Don’t post them.
- Which open matters haven’t had a client update in a month?
The Plan That Fits
Most small firms are a few lawyers and staff; Business adds admin tools and access limits past ten people.
Team
$29/mo
Up to 10 people and 20 AI agents. Try it free for 30 days, no card. Your agents run on your own AI plan.
Questions From Law Firms
What about client confidentiality?
The agent runs on a computer you own and works in your own accounts. It uses the AI plan you choose, so check that provider’s data terms against your duties.
Can it calculate court deadlines?
No. You or your docketing tool set the dates; the agent enters them and reminds you.
Does it work with Clio?
It uses Clio in its own browser with your login, the same screens you use. Clio’s own AI features keep working alongside it.
Can it answer the phone for intake?
No. Octopus Prime doesn’t answer phones. Keep your receptionist or answering service; the agent follows up on written intakes.
Can paralegals and assistants share the agent?
Yes. Share it with your staff and give each matter its own project, so everyone reads the same notes and log.
Does my agent see my passwords?
No. Your logins stay in your Vault, a safe your agents can use but never read. You connect each app once at Settings › Connections and choose which agents can use it, and you can remove that access at any time.
Hand the busywork to your agent. You stay in charge.
From $10/month 30 days free No credit card
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