Enterprise DNA

Client service · Live demo

Matter update inbox

Replies to "where is my matter at?" emails from the matter records, and routes everything else to the responsible attorney.

EmailYour data Answers from your dataHuman handoffSummariesIntegrations
Live demo

Talk to Nina at Bramblegate Law Group

Bramblegate Law Group is made up. Nina is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.

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The problem

A big share of client email is some version of "any update?". Each one pulls an attorney or paralegal away from billable work to look up a file and write two lines.

How it works

  1. Reads each new email to the firm's client inbox
  2. Matches the sender to their company, their open matter and the named contacts on it
  3. Drafts a plain-English status reply from the matter's latest file notes
  4. Sends routine updates automatically, or holds them for review, whichever the firm chooses
  5. Forwards anything that needs judgement to the responsible attorney with a short summary

What it connects to

  • Practice management system
  • Email (Outlook or Gmail)
  • Document management
Sample email thread
  1. ClientHi, just checking where things are with the sale of our Long Island City warehouse. Has the buyer's counsel come back yet?
  2. AgentHi Mark, thanks for checking in. The buyer's counsel confirmed their lender's commitment on Tuesday, so the contract is no longer subject to financing. The closing is still set for Friday.
  3. ClientGreat. Do I need to sign anything else?
  4. AgentYes, one signing authority form for the title company. I've asked Helen to send it over today, and she'll call you if anything else is needed.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.

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