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.
Records and bills
Treatment dates and provider bills are collected onto the matter so your team can build the demand package.
Client updates
Clients get a status update drafted from the matter on the schedule you set, and an attorney approves each one.
Medical records requests
Medical records and bills requests are drafted for each provider and tracked until they arrive.
Answers for your staff
Your staff’s procedure questions are answered from your own playbooks.
Personal injury firms win or lose cases on follow through. A new caller who waits too long signs with another firm, a medical provider who never receives the records request stalls the demand, and a client who hears nothing calls the front desk again. Sastre builds AI workflows inside the case management software your firm already uses, such as Filevine, Clio, MyCase or Smokeball, so the requesting, tracking and updating gets drafted on time and an attorney approves anything with legal substance.
The gap often opens at intake. In a secret shopper test for Clio’s 2024 Legal Trends Report, inquiries went to 1,000 firms by email and 500 by phone, and 67% of the emails got no response while 48% of the calls went unanswered with no call back. That vendor study covered every practice area, and it matches what personal injury firms hire for today, with postings asking records clerks to upload provider documents into the case system by hand and asking case managers to chase declaration pages from every insurer involved.
Here is where we would start, depending on which step slows your cases:
New inquiries from calls, web forms and chat are checked against your intake questions and summarized in the caller’s own words, and possible conflicts are listed for an attorney to clear before a consult is offered.
Medical records and billing requests are drafted for each provider on the case and tracked with reminders until the documents arrive and are filed to the matter.
Declaration pages and adjuster letters are matched to the right claim, and missing policy details are flagged for your case manager.
Treatment dates and provider bills are gathered onto the matter so your team builds the demand package from a complete list.
Clients get a status update drafted from the latest case notes at the interval you choose, and an attorney approves each one.
Each connection follows what your platform and plan allow. We start with the platform’s official API, move to scheduled reports and exports where the API stops, and add browser steps only for actions with no other way in, after your firm approves them.
Firms vet a tool before any client data moves, and ABA Formal Opinion 512 asks lawyers to understand how a tool handles confidential information and when informed client consent is needed. We document every tool and data flow in the workflow so your firm can complete that review, and every draft, approval and change is written to an action log your firm owns.
For a technology company, we built a pipeline assistant that reviews quiet deals each morning with the last email for context and checks new landing page leads for duplicates before they reach the CRM. For a personal injury firm, the same pattern brings back inquiries that went quiet before a consult was booked.
Some of the software we connect for law firms
All platforms
Questions law firms ask us
Can AI track the statute of limitations on our cases?
AI can pull the incident date from intake and flag the matter for review, and an attorney sets and confirms every limitation date. The reminders that follow run only from the date your attorney confirmed.
Will 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. Routine messages such as appointment confirmations run on their own only after your firm decides they should.
Do we need client consent before AI works with case files?
That depends on the tool, your engagement terms and your state’s rules. Opinion 512 calls for informed consent before confidential information goes into a tool that can learn from it and treats general engagement letter language as insufficient, so we give your firm a written record of each tool, what it sees and where the data goes.
How is client information protected?
Each workflow gets only the access its steps need, client data stays out of model training under our providers’ business terms, and every action is logged. If we confirm a security incident that affects your data, we notify you within 72 hours, and our diligence pack answers the questions a vendor review asks.
What does a first project cost?
It starts with a free working session of about an hour on one workflow, such as intake or records requests. After that we quote everything for your workflow, beginning with a workflow map that ends in a fixed quote, and the map’s fee is credited to the build.
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.