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Back Office Crew
AI automation for law firms

Every lead answered before the other firm calls back.

Same-hour replies, conflict-ready intake and booked consults, without a paralegal glued to the inbox. Nothing goes out until an attorney approves it.

Lead specialist: Juno · Nothing goes out until you approve it

▶ The law crew in 60 seconds · dramatization, fictional names
Sound familiar?

Running law means the phone, the inbox and the paperwork never stop. Your crew takes the busywork so you can do the work.

Leads sign with whichever firm answers firstIncomplete intake formsParalegals buried in scheduling and status updatesBillable time that never gets recorded

Your law crew handles these, draft-first

Interactive demo

Watch Ivy handle it.

Web form: “I was in a car accident last week”. Follow it from first message to booked, tasked and reported. You only tap Approve.

9:47 PM5G ▮▮▮
Ivy · Intake
● working for you
Web form · Jordan M.9:47 PM
I was rear-ended on I-95 last Tuesday. My neck still hurts and the other driver’s insurance keeps calling me. Can someone help?
Example data · fictional names
  1. 1. Message arrives
  2. 2. Ivy reads + drafts
  3. 3. You tap Approve
  4. 4. CRM + calendar update
  5. 5. Promise → task
  6. 6. Weekly report
CRM pipeline
New lead
Jordan M. · PI auto
new
Consult booked
Calendar
8:00
9:30
11:00
Promise → task
Weekly report · Sage
example
—
Leads answered
—
Median reply
—
Consults booked
Tap Approve on the phone, or let it play. Nothing is sent without that tap.
Your crew

Built for law firms.

Each crew mate has one job and a written playbook. Start with the one that saves the most time.

Ivy
Intake

Intake and qualification: date, injuries, insurance, county

Drew
Documents

Conflict-check prep and engagement letter drafts for attorney review

Cal
Scheduling

Consult scheduling, confirmations and reminders

Remy
Follow-ups & tasks

Client status update drafts and promised callbacks as tasks

Sage
Reports & recaps

Time-entry drafts from email and calendar; weekly recap

How it connects

Works with your tools.

No new software. Least-privilege access you can revoke anytime.

ClioMyCasePracticePantherLawmaticsOutlookGmailCalendlyDocuSignRingCentralTwilio

Names are trademarks of their owners and are listed for compatibility only.

What we measure

The numbers that matter.

under 5 min
Speed to lead
Example target
+30%
Consult booking rate
Example target
10 hrs/wk
Paralegal hours back
Example target
3 hrs/wk
Recovered billable time
Example target
Guardrails

Compliance, built in.

Built around confidentiality (ABA Model Rule 1.6), supervision of nonlawyer help (Rule 5.3) and ABA Formal Opinion 512 on generative AI. Intake states that no attorney-client relationship is formed, the crew never gives legal advice, and retention follows your firm’s policy.

General information, not legal advice. We configure guardrails with you during setup.

Does the crew give legal advice?+

Never. It collects facts, schedules and drafts status updates. Every reply is reviewed by an attorney or paralegal before it goes out.

How do you handle conflicts?+

Drew pulls party names into a conflict-check request for your team. Nothing is booked as a matter until a human clears it.

Does it work with Clio?+

Yes, along with MyCase, PracticePanther and Lawmatics. Matters and contacts are created or updated in your practice management system.

How long does setup take for law firms?+

Most crews go live in 21 days, draft-first. If we miss that, your next month is free.

Do we need new software?+

No. Your crew works inside the tools you already use, such as Clio, MyCase, PracticePanther.

Get your law crew.

Free 30-minute automation audit: we map how work moves through your law business and show you this demo with your own scenarios.

No obligation · Live in 21 days or your next month is free

The Back Office Crew mascots
Book a free automation audit