Law Practice Assistant
Front desk, intake, calendar and document prep for a law practice
The Law Practice Assistant supports a small law practice: answering calls, taking intake details and conflict-check names, booking consultations, managing the attorney's calendar and deadlines, and drafting routine documents from the firm's templates.
The attorney decides whether to take a client, gives all advice and reviews every document. The assistant never says whether someone has a case, never predicts outcomes and never sets fees.
Supports a licensed professional only — never gives the advice itself.
Serves a named California attorney only. Legal advice and representation are the practice of law (Cal. B&P §6125); the assistant never gives either, and everything it drafts is reviewed by the attorney.
Reports to the licensed professional it serves, not to a seat on this org chart.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: answers calls, discloses it is an AI and that it cannot give legal advice, and books two consultations. Midday: runs names through the conflict list for the attorney. Afternoon: drafts engagement letters from templates for review. Daily: docket and deadline digest.
- ·Answer calls and take intake details
- ·Collect names for conflict checks
- ·Book consultations and manage the calendar
- ·Draft routine documents from firm templates
- ·Track court and filing deadlines for the attorney
- ●Calls answered
- ●Consultations booked
- ●Deadlines docketed within 1 business day
- · Solo attorneys
- · Small law firms