AI automation for law firms that keeps every inquiry moving.
SimpleLaunch connects the tools your firm already uses so calls, forms, documents and follow-up become one trackable workflow. Attorney judgment stays with attorneys; the system handles the repeatable handoffs around it.
Where legal intake quietly breaks down
- A potential client calls after hours, leaves a message and waits for someone to notice it.
- Website forms reach a shared inbox without an owner, deadline or reliable follow-up sequence.
- Staff re-enter the same contact and matter details across forms, email, calendars and the CRM.
- Documents arrive in scattered attachments, leaving the team to chase missing items manually.
A managed legal workflow, not an unsupervised legal agent
We map one intake or follow-up process, connect the approved systems, build the rules and monitor the handoffs. AI can classify an inquiry, extract document details or draft an internal summary; conflicts, legal advice, pricing and matter acceptance remain human decisions.
- 01
Capture
Receive a call, voicemail or website inquiry in one controlled intake path.
- 02
Route
Create the right CRM record, assign an owner and flag urgent or incomplete requests.
- 03
Follow up
Send approved email or opt-in text messages and stop automatically when the person responds.
- 04
Review
Give staff a clear task, source context and an audit trail before the next decision.
What the managed system includes
Implementation is only the beginning. The workflow also needs clear failure states, monitoring and a practical owner after it goes live.
- Website form and CRM workflow implementation
- Missed-call voicemail transcription and callback alerts
- Rules-based lead routing and staff assignments
- Secure document request and reminder flows
- Human approval points for sensitive decisions
- Monitoring, exception handling and monthly improvements
FAQ
Law firm automation questions
The useful questions to settle before connecting live business systems.
Related automation services
Get started
Start with one workflow and a clear success condition.
Book a 20-minute Automation Opportunity Review or send the repeated process you want to improve. We will identify the smallest reliable first version before any build begins.
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