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⚖️AI Automation for

Legal Practices

Never Miss a Deadline. Ever.

AI agents that track statutes of limitations, qualify intake, coordinate discovery, and manage retainers.

Sound Familiar?

Malpractice risk from missed deadlines

Unqualified leads wasting attorney time

Discovery coordination chaos

Clients wanting more frequent updates

You didn't pass the bar to track deadlines.

What Your AI Team Can Handle

Deploy agents for any of these use cases. Mix and match based on your needs.

⚠️

Statute of Limitations Watchdog

Professional

The Problem

Missing a statute of limitations is malpractice. Tracking SOL dates across all matters requires constant vigilance.

The Solution

An agent maintains a database of all matters with critical deadlines, sends advance warnings at configurable intervals (90, 60, 30, 7 days), escalates to partners when deadlines are at risk, generates compliance reports, and coordinates with case management systems.

Features Used

Email AutomationCalendar ManagementKnowledge BasesLong-Running ProjectsCustom API Integrations
#deadline tracking#malpractice prevention#legal compliance

Client Intake Qualifier

Professional

The Problem

Attorneys waste time on unqualified leads. Initial consultations often reveal matters outside the firm's practice areas.

The Solution

An agent handles initial inquiry responses, asks qualifying questions via email or chat, checks for conflicts of interest, assesses case viability based on firm criteria, schedules qualified leads for consultations, and politely declines unsuitable matters with referrals.

Features Used

Email ProcessingEmail AutomationKnowledge BasesCalendar ManagementCustom API Integrations
#client intake#lead qualification#conflict checking
📂

Discovery Response Coordinator

Professional

The Problem

Discovery deadlines are tight. Coordinating document collection from clients, reviewing for privilege, and organizing responses is overwhelming.

The Solution

An agent tracks all discovery requests and deadlines, sends document request lists to clients, monitors collection progress, flags potentially privileged documents for review, organizes responses by request number, and generates discovery status reports.

Features Used

Email AutomationLong-Running ProjectsKnowledge BasesCustom API IntegrationsTeam Messaging
#discovery#litigation#document management
💵

Retainer & Billing Shepherd

Pro Plus

The Problem

Retainers run low without notice. Invoices go out late. Clients are surprised by bills they did not expect.

The Solution

An agent monitors retainer balances, sends replenishment requests when balances drop, generates draft invoices on schedule, sends pre-billing summaries to clients for large matters, tracks accounts receivable aging, and coordinates collection follow-ups.

Features Used

QuickBooks IntegrationEmail AutomationLong-Running ProjectsKnowledge BasesCustom API Integrations
#billing#retainer management#accounts receivable

Platform Features That Power Legal Practices

These are the key Outermind capabilities that enable automation for your industry.

📤

Email Automation

Basic+

Send deadline reminders, client status updates, and document request follow-ups.

🔗

Custom API Integrations

Pro Plus+

Connect to Clio, MyCase, PracticePanther, and other legal practice management systems.

🎯

Long-Running Projects

Professional+

Manage discovery coordination, matter workflows, and multi-week case preparation.

📚

Knowledge Bases

Professional+

Build searchable databases of case law, firm precedents, and standard documents.

💬

Team Messaging

Professional+

Alert partners and associates when critical deadlines are approaching.

Ready to Automate Your Legal Practices?

Start your 30-day free trial today. Deploy your first agent in under 30 minutes.

Recommended tier for Legal Practices: Professional