Intake
New inquiries, qualification, scheduling, into the right system. A pile of unfinished web forms is not an intake process — and the firm that answers first usually keeps the client.
Deadlines & tasks
Reminders and missing-item tracking so a file does not stall because someone had to remember. Remembering is not a docket.
Documents & records
Collect, classify, organize — including the medical-records grind that defines PI. Drafts and packets go to an attorney for review. We do not practice law, and we do not let a model pretend to.
Client communication
Status updates, document requests, appointment reminders, with a person stepping in when the matter requires it. Nothing goes out under the firm’s name unreviewed.
Billing follow-up
Retainer and invoice follow-up that currently lives in email, without replacing how you already bill.
Operations view
A dashboard for open matters, outstanding requests, and staff load — built around what the managing partner actually asks for, not another CSV export.
You wouldn’t rewire the office yourself. Don’t sit this out either.
Keep Clio or your current case software. A leaked draft or a missed date is not a “learning experience.” DigiDue does not give legal advice, replace attorney judgment, or send consequential legal communications without the review process you set.
Personal injury firms usually start with intake, records, or client updates. Other practices start with deadlines or billing follow-up. We pick the first workflow from where staff time actually goes. Ignoring AI will not protect the practice. Doing it amateur-hour will not either.
Book an Automation Audit
Use it, or it will abuse you
The firms that put a real system behind AI will take the work. Show us the repetitive pile in the practice — especially if it is PI intake, records, or follow-up.