AI workflows for legal aid organizations

Sastre builds tailored workflows for legal aid organizations that use AI inside the software you already run, so intake summaries, case notes and funder reports get handled while your staff makes every eligibility decision.

Works inside platforms like Clio, MyCase, Filevine and Smokeball

Some of what we set up for law firms

Intake and consults

Web and phone inquiries are checked against your intake questions and summarized, and a consult is offered once an attorney clears conflicts.

Deadlines on the matter

Dates stated in court orders and notices are drafted onto the right matter for your docketing staff to confirm.

Clean time and billing

Time entries are cleaned up from the work your team actually did, and invoices are drafted for an attorney to review.

Client updates

Client status updates are drafted from your matter notes, and an attorney approves each one before it goes out.

Document intake

Client documents are read, named and filed to the right matter.

Answers for your staff

Your staff’s procedure questions are answered from your own playbooks.

What changes with Sastre

Without Sastre

The web form sits in a shared inbox overnight.
Someone calls back and asks the same questions again.
The caller has already signed with another firm.

With Sastre

The inquiry is checked against your intake questions as soon as it arrives.
Possible conflicts are listed for an attorney to clear, and a consult time is offered once they do.
Your team approves the reply before it goes out.

Some of the software we connect for law firms

All platforms

Results you can check every month

We agree on how each result is measured before launch and report it to you in your monthly report.

Inquiries answered

We track share of new inquiries answered the same day.

Deadlines logged

We track court dates added to the matter within a day.

Billable time kept

We track time actually worked that now reaches a time entry.

Hours returned

We track staff time no longer spent on data entry.

Questions law firms ask us

Can AI help us respond to new inquiries?

Yes. Each inquiry is checked against your intake questions and summarized, and an attorney decides whether to take the matter and approves every reply.

Does this work with our practice management software?

In most cases, yes. We confirm what your plan allows, then connect through the official API first, scheduled reports or exports next and browser steps your team approves last.

Who signs off on anything sent to a client?

Your attorneys sign off on anything with legal substance, and only routine messages like appointment confirmations can run on their own once you decide they should.

Does AI give legal advice to our clients?

No. AI drafts and organizes, and an attorney writes or approves anything with legal substance before a client sees it.

How is client information protected?

Each workflow gets only the access it needs, client data stays out of model training and every action is logged. We document which tools touch client information, so your firm can complete its vendor review and decide when informed client consent is needed under ABA Formal Opinion 512.

What happens if a draft is wrong?

Your team edits or rejects it from the approval email, and every action stays in the action log.

Will this replace anyone on our team?

The workflows take over the copying, chasing and retyping, and your team keeps every decision and every customer relationship.

Related industries

Bring us the intake your team keeps redoing.

Book a working session