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AI Agents

Backup you and your team can count on.

AI assistants that work alongside your team, connected to the systems you already run.

Inside the agent

Ask by email, ask by Teams, get answers. Your team messages the agent through the tools they already use. It handles what it can directly — lookups, summaries, drafts — and routes specialized work to the right specialist, all without leaving the thread.

YOUR TEAM CORE OPS AGENT SPECIALIST AGENTS Attorney strategy · briefs · review Paralegal intake · filings · documents Receptionist scheduling · calls · intake CORE OPS AGENT Case & matter lookup Client & contact lookup Document retrieval & review Summarize & extract from docs Drafts letters, memos & notes Filevine · LeadDocket ANSWERED DIRECTLY $142K settled Mar 12. Disbursement pending. ROUTING TO SPECIALIST → Admin & IT M365 provisioning ANSWERED DIRECTLY 12 pages. Three key points extracted and summarized. Case Management Filevine · Claims Finance & AP Invoices · Payments Admin & IT M365 · Provisioning + more ATTORNEY Reyes settlement — what's the status? RECEPTIONIST Jake starts Monday. Set him up in M365? PARALEGAL Summarize the Zhang deposition for me. ADMIN & IT M365 account created. Welcome email sent.
Solutions & pricing

AI Agents

Core Ops Agent

Flagship

A HIPAA-compliant AI agent built around your firm. It reads documents, queries your case and patient systems, answers staff questions about how Filevine works, drafts grounded responses, and takes action across the tools your team already uses. Specialized for legal practices on Filevine, LeadDocket, and Clio; for medical practices on Microsoft 365 and eClinicalWorks.

Microsoft 365

Standard

$300 /agent

Member

$0 /agent

Inbound Call Agent

An AI agent that answers your firm's inbound calls. Built on ElevenLabs voice technology, it qualifies intake leads, routes urgent matters to the right person, takes notes during the call, and handles basic questions, with structured summaries pushed back to your case or practice management system.

Microsoft 365

Standard

$1.50 /call

Member

$0.75 /call

Voice Receptionist

Answers your firm's main line and looks up the caller's Filevine case before the conversation starts. Existing clients are greeted by name and connected to the right department via live transfer.

Standard

$0.50 /call

Member

$0.25 /call
See all AI Agent solutions and pricing →