Practice-area triage
"My landlord's keeping my deposit" → tenant law → drafts intake form + routes to housing partner.
Built for solicitors + law firms
Conveyancing, family, employment — paperwork in hand by day 2.
Same Brilliant AI platform, tuned end-to-end for solicitors + law firms. Agents that know your world, workflows that ship on day one.
If this is you
The unglamorous work eating your week.
- New-enquiry triage eats partner time
- Conveyancing status updates needed weekly per client
- Document chasing through email never ends
Sound familiar? Here's what changes the day your AI team comes online.
What solicitors + law firms get from day one.
- New-enquiry triage by practice area + urgency
- Conveyancing weekly-status email drafted from case milestones
- Document-request reminders fire on schedule
- Quote turnaround under 24h with fixed-fee disclosure
- Care-of-business + COLP escalations routed automatically
Four agents that already know your world.
Same Brilliant AI agents, niche-tuned playbooks. They speak your trade, not generic CRM-speak.
SRA-aware drafting
Drafts client communications with the right disclosure language + COLP-flag routing.
Document chase + status
Every Friday: weekly conveyancing status email with this week's milestone + what's needed from client.
Fixed-fee + interim bill
Drafts the fixed-fee quote with the standard SRA disclosure; interim invoices on milestone completion.
Real conversations, in your tone of voice.
Two examples your agents handle out of the box. Tone shifts when we tune it for your specific business.
My ex is refusing to let me see the kids — what can I do? Customer · inbound
I'm sorry — that's stressful. This sounds like a family-law matter. I'll route you to our family partner who'll call you within 2 hours. Could you share whether there's a formal child-arrangements order in place? Agent · drafted, awaiting your sign-off
What's the status of my house purchase — completion date? Customer · inbound
Latest: searches back, mortgage offer received, contract pack with the seller's solicitor — we're targeting exchange next week + completion the week after. I'll send a full status email Friday. Agent · drafted, awaiting your sign-off
The 5-workflow starter pack.
Every solicitors + law firms sub-account ships pre-loaded with these. Switch any off, tune any with your wording.
- 01 New-enquiry practice-area triage
- 02 Conveyancing weekly-status email drafts
- 03 Document-request reminders per milestone
- 04 Fixed-fee quote drafts (with SRA disclosure)
- 05 Interim invoices on milestone completion
What ships for solicitors + law firms, in full.
34+ workflows and 14 specialist agent roles live for your niche. Here are the headline picks; the full catalogue is one click away.
Top niche workflows
- Matter-Intake Triage & Conflict-Check Bot Inbound enquiries arrive by phone, web form and email at all hours. Fee-earners spend unbillable time qualifying tyre-kickers, the conflict check is done late or skipped, and engagement letters take days to draft - so good matters go cold a
- KYC/AML Document Collection (MLR-2017) Client due diligence under MLR-2017 is tracked on spreadsheets, chased by hand, and frequently incomplete or stale when a transaction completes. A late, missing or weak source-of-funds check is a personal MLRO liability and an SRA AML-thema
- Will / Probate Reactivation (Life-Event Triggered) Will-writing clients are one-and-done: the firm holds wills for hundreds of clients whose circumstances (marriage, children, property purchase, business sale, divorce, bereavement) have changed but who never return to update them - lost rec
- Family-Law Empathy-Aware Nurture Family-law enquirers (divorce, children, finances) are in distress and often not ready to instruct on first contact. Generic chase sequences feel cold or pushy, the enquirer ghosts, and a vulnerable potential client is lost - or worse, mish
- Commercial-Property Cross-Referral Engine A high-street firm with conveyancing, commercial, employment and private-client teams routinely closes a matter for a client who obviously needs another department (a business buyer who needs a shareholders' agreement; a landlord who needs
+ 9 more niche workflows + 20 universal workflows. See them all.
Top specialist agents
- frontline
- booking
- recall
- clinical handover
- compliance
- finance
+ 8 more specialist roles for solicitors + law firms. See the full fleet.
A thinking team — built for solicitors + law firms.
These aren't generic 'send a reminder' workflows. They model, recommend, optimise, and tell you what to do. One creative thing each, that no off-the-shelf automation tool can do for you.
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Tally Matter cycle-time analyst reports to Casey Per-matter cycle-time tracking; identifies the stages where matters sit too long + the cause (waiting on client / waiting on other side / partner bottleneck).
Weekly Matters older than 90 days + the stuck-stage analysis + the named unblock per matter.Advises matter unblockIngenuity Distinguishes 'waiting on client' from 'we've gone quiet on the client' - the latter is the firm's fault + the lever within control. -
Probe Conflict-of-interest pre-checker reports to Casey On every new enquiry, runs a fast conflict-check against existing + closed matters; flags potential conflicts BEFORE the solicitor accepts instructions.
Weekly Conflict-flag rate this week + any near-misses + patterns to brief the partners on.Advises conflict triageIngenuity Catches the OPPOSING-SIDE conflict (same firm acted for the counterparty 4 years ago in an unrelated matter) that a manual conflict-check often misses. -
Censor Complaint-rate early-warning reports to Casey Models early complaint signals (negative-sentiment client messages, billing queries, response-time drift) BEFORE a formal complaint lands.
Weekly Matters showing complaint-signal + the prevention action recommended per matter.Advises complaint pre-emptIngenuity Catches the SHIFT in client tone (warm -> formal) across a 6-week thread - the earliest leading indicator of an incoming Legal Ombudsman complaint. -
Vatra Billable realisation tracker reports to Casey Tracks recorded vs billable vs collected hours per fee-earner + matter; identifies the realisation leakage + its named cause.
Weekly Realisation % per fee-earner + the matters causing the largest writes-off + the recommended fix.Advises realisation recoveryIngenuity Surfaces the specific MATTER TYPE that consistently writes off (e.g. small probate matters at a fixed fee that take 3x the budgeted hours) - so partners can re-price or stop accepting that type. -
Quote Fixed-fee estimator reports to Casey For matter types where the firm offers fixed fees (conveyancing, simple wills, divorce types), models expected hours from historical data + flags when a live matter is heading for write-off.
Weekly Fixed-fee matters running over expected hours + the scope-change conversation recommended.Advises scope-change conversationIngenuity Catches the SCOPE-CREEP moment in real time ('the client just added a complication that changes the fee') - the conversation can happen now, not at year-end review. -
Stack Deadline radar + escalation reports to Ollie Court deadlines, statutory deadlines, client-imposed deadlines all monitored; escalates 14/7/3/1 day before + the morning-of.
Weekly Upcoming deadlines + who owns each + the at-risk list.Advises deadline escalationIngenuity Cross-references the fee-earner's workload at the deadline date - flags 'this deadline is in the same week as their other 3 hearings' BEFORE the crunch. -
Bevin SRA client-communication compliance reports to Casey Ensures every matter has the SRA-required client communications (engagement letter; cost estimates; complaint route; periodic updates) + flags missing.
Weekly Matters missing required client communications + the queued draft per matter for solicitor sign-off.Advises SRA documentation gapIngenuity Catches the SILENT MATTER - one that's been quiet for 6 weeks because the fee-earner is busy + drafts the 'here's where we are' update before SRA periodic-update rules are breached. -
Sieve New-business qualifier reports to Rory Reads inbound new-business enquiries; matches against the firm's ICP + practice-area fit; recommends accept / refer-out / decline + drafts the response.
Weekly Inbound volumes + the accept/refer/decline mix + the common decline reasons (the firm's signal for what to expand into).Advises enquiry triageIngenuity Spots the recurring REFERRAL OPPORTUNITY - 'we keep getting medical-negligence enquiries we don't do; should we partner with X firm for these'. -
Tide Referrer-relationship nurturer reports to Rory Tracks the firm's network (other firms / accountants / IFAs / business consultants) who refer matters; identifies drift + queues the right outreach.
Weekly Referrer league + the 3 referrers to thank this week + the 3 dropping off to investigate.Advises referrer touchpointIngenuity Reciprocates - flags 'we have a matter that's outside our area but THIS referrer specialises in it' so we can refer back, not just receive. -
Petal Matter-close satisfaction tracker reports to Sara At matter close, runs a structured short feedback capture (one star + one sentence + one question if wanted) for the partner; bands by sentiment + recommends the right next touch.
Weekly Matter-close feedback summary + the testimonial / review candidates + the recovery actions for unhappy clients.Advises post-matter touchIngenuity Sends the feedback ask WHEN the matter closes well (not 7 days later when the moment has passed) + skips it on matters that closed badly (no salt-on-wound asks). -
Sage Precedent + template reuse optimiser reports to Theo Surfaces firm-internal precedents that match the live matter context; reduces drafting-from-scratch + tracks which templates need refresh against recent law changes.
Weekly Precedent-reuse rate + the templates flagged stale + the matters where a precedent saved drafting time.Advises precedent fetchIngenuity Matches the live matter's specific FACTS (not just the matter type) to historical precedents - so a partner doesn't re-draft a clause they already wrote in 2023. -
Crest Opposing-side intel reports to Theo For each live contested matter, watches the opposing firm's filings + public commentary; flags context that might inform strategy.
Weekly Per-matter opposing-side updates + the strategic context to brief the lead solicitor on.Advises opposing-side context briefIngenuity Spots the OTHER MATTER the opposing firm is also running (public court lists) + flags when their attention is divided - useful negotiating leverage. -
Auger Consumer-Duty + plain-language reviewer reports to Casey Reads every outbound client-facing draft for plain-English compliance + jargon removal + the Consumer-Duty good-outcomes framing.
Weekly Plain-language scores + the recurring jargon flagged for firm-wide pruning.Advises plain-language rewriteIngenuity Knows the firm's HOUSE STYLE - distinguishes 'don't say notwithstanding' (firm policy) from 'this is a term of art that's actually clearer to the client' (specialist context).
Walk away from
What's costing you today
- New-enquiry triage eats partner time
- Conveyancing status updates needed weekly per client
- Document chasing through email never ends
- Drafts you write yourself at 9pm
- Follow-ups that never get sent
- One more tool subscription you forgot you had
Walk into
What changes the day Sam configures you
- New-enquiry triage by practice area + urgency
- Conveyancing weekly-status email drafted from case milestones
- Document-request reminders fire on schedule
- Quote turnaround under 24h with fixed-fee disclosure
- 34+ workflows running for you, not by you
- One subscription replacing the stack you'd otherwise pay £400-600/mo for
- Your data stays yours - never trained on, never sold (posture)
Everything else, also included.
The agents above are the ones we lead with for solicitors + law firms. Your subscription includes the full catalogue + the feature set + every other agent we ship, ready when you need them.
Ready to see this on your solicitors + law firm?
A five-minute conversation with Sam captures your business, your tone and your priorities. No card needed.