01
Client intake
Collect matter type, timeline, parties, location, urgency, and contact details.
Execution pattern
A controlled workflow for law firms.
The system structures intake and follow-up while advice, case strategy, conflicts, fee decisions, and sensitive commitments remain controlled.
workflow runtime
Law firms
supervised
Intake
Better facts
Routing
Right team
Documents
Checklist ready
assistant trace
01 prospect asks A potential client describes a matter and asks whether the firm can help.
02 assistant gathers Matter type, dates, parties, location, urgency, and documents are collected.
03 summary is The firm receives an intake brief with missing details and next-step options.
04 boundary is Legal advice, conflict checks, and case acceptance route to qualified staff.
01 / Intake
Better facts
Collect matter type, timeline, location, parties, urgency, and missing details.
02 / Routing
Right team
Route leads by practice area, jurisdiction, urgency, and availability.
03 / Documents
Checklist ready
Prepare client document requests before the first consultation.
04 / Follow-up
Less leakage
Draft reminders and next steps for qualified inquiries that need human review.
Why Law firms
The best first assistant is built around repeated work with clear handoff rules.
These are the workflow moments where Tactas AI can reduce waiting, collect better context, and preserve human review for decisions that matter.
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Case 01
High-value inquiries arrive with incomplete facts
Staff need to collect matter type, dates, parties, documents, and urgency before an attorney can evaluate next steps.
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Case 02
Admin intake competes with billable work
Reception and paralegal teams spend time repeating the same screening, scheduling, and checklist steps.
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Case 03
Legal boundaries must stay clear
The assistant should collect and organize context, not provide legal advice or make case acceptance decisions.
Workflows
Start with the law firms workflows closest to support cost, revenue, or response speed.
Each assistant is designed around your context sources, approval rules, and the systems where the work continues.
02
Lead qualification
Screen inquiries by practice area, geography, conflict signals, budget, and urgency.
03
Document collection
Prepare matter-specific checklists and identify missing forms or evidence.
04
Consultation prep
Summarize facts, questions, timeline, and open risks for staff review.
05
Follow-up automation
Draft next-step emails, appointment reminders, and missing-document reminders.
06
Escalation control
Route advice, conflict checks, pricing, and case acceptance to qualified staff.
Example workflow
Legal assistants should gather facts, prepare work, and preserve professional judgment.
The system structures intake and follow-up while advice, case strategy, conflicts, fee decisions, and sensitive commitments remain controlled.
01
Prospect asks
A potential client describes a matter and asks whether the firm can help.
02
Assistant gathers facts
Matter type, dates, parties, location, urgency, and documents are collected.
03
Summary is prepared
The firm receives an intake brief with missing details and next-step options.
04
Boundary is enforced
Legal advice, conflict checks, and case acceptance route to qualified staff.
05
Follow-up is queued
The assistant drafts reminders, document requests, and scheduling notes for review.
Guardrails
Do not let automation cross into legal advice.
Tactas AI should be configured to collect, summarize, route, and draft administrative work while licensed professionals review legal judgments.
No legal advice responses
Attorney review for case decisions
Conflict and privacy escalation
Audit trail for intake and follow-up
Common context sources
Website forms
Email
CRM
Calendars
Document storage
Practice management tools
Phone notes
Knowledge base
Prompt patterns
Example prompts become repeatable operating workflows.
Tactas AI turns common questions into reusable assistant behaviors with source context, review rules, and follow-through.
Intake
"Turn this inquiry into a legal intake brief with matter type, dates, parties, urgency, and missing facts."
Documents
"Create a document checklist for this intake without giving legal advice."
Routing
"Route this inquiry by practice area, location, urgency, and review requirements."
FAQ
Questions about law firms AI assistants.
Can the assistant give legal advice? +
No. It should collect facts, summarize context, prepare administrative work, and route legal questions to qualified staff.
What law firm workflow should we automate first? +
Client intake, lead qualification, document collection, consultation prep, and follow-up are strong first workflows.
Can it work across practice areas? +
Yes, the intake logic can be tailored by practice area, jurisdiction, urgency, document requirements, and review rules.
Next step
Book a law firm workflow review Pick one law firms workflow and design the assistant around real operating context.
In a short review, we map the first workflow, required context sources, approval rules, and the handoff path your team needs.