Example automations · as-is

Law Firms

The response deadline nobody diaried. The intake email that sat unanswered over the weekend while the client called three other firms. The document you rebuilt from a prior matter because it was faster than finding it. In a small firm every one of those is billable time lost — or a malpractice exposure you'd rather not think about.

Describe the work in plain English"watch every matter's response deadlines and warn me at 30, 14, and 7 days; route new intake emails to the right attorney the moment they arrive" — and InTouch AI builds the workflow, runs it on your schedule, and tells you what needs attention. No scripts. No per-matter bill. And privileged client data never leaves your network.

InTouch AI lives on your own computer, not someone else's cloud. Matter files, client messages, settlement numbers — none of it leaves your office, and nobody else can get to it. Confidentiality isn't a promise you're trusting a vendor to keep — it's your clients' information simply staying on a computer you own.

Everything below is a real, ready-to-run automation you install with a click and point at your own docket — your matters, your deadline rules, your jurisdiction. You adjust it and check it first, and nothing client- or court-facing goes out on its own: every filing, response, and message is an attorney's to review and send.

What the old way costs you

A missed deadline is a missed deadline

Response dates, statutes of limitation, discovery cutoffs, hearing dates — the docket lives across a calendar, a case-management tool, and someone's memory. One gap and it's a blown deadline, a sanction, or a malpractice claim. Nothing in the practice is less forgiving.

Intake goes cold over a weekend

A prospective client emails Friday at 6pm. By Monday they've retained someone who answered first. Fast, consistent intake routing is the difference between a signed matter and a lead that evaporated.

Document assembly is reinvented every time

Engagement letters, standard motions, closing checklists — assembled by hand from the last matter that looked similar. Hours of copy-paste-and-fix that produce something you've produced fifty times before.

Billing and AR slip while you practice law

Time not entered is time not billed. Invoices not followed up on are receivables that age. The business of the firm loses to the practice of law every single week — until something is watching it for you.

Example AI skills

Describe the question, get a structured answer. Paste the input, read the result. Point it at your AI provider — or a local model, so nothing leaves the office at all.

Matter Intake Summarizer

Paste the intake email or notes and InTouch AI returns a structured summary: parties, matter type, jurisdiction, key dates mentioned, and an obvious-conflicts flag for your review. A first pass to speed triage — not a conflicts check or legal assessment.

Client Correspondence Drafter

Give InTouch AI the situation and the tone ("status update," "request for documents," "declining representation") and InTouch AI drafts the letter or email. The attorney reviews, edits, and sends. It writes the first draft; judgment and the send button stay yours.

Example automation workflows

Scheduled or trigger-driven. Each reads a source you already keep — a docket Sheet, a Gmail label, a Drive folder — does the work, and alerts the right person. It runs whether the week is calm or on fire.

Deadline & Docket Watcher

Reads a Docket Sheet (matter, deadline type, due date, responsible attorney) and alerts at 30/14/7/1-day windows. The safety net under the calendar — so a deadline never rides on one person remembering. You confirm the rule; it never files anything.

Client Intake Router

Polls Gmail for new intake messages, uses Claude to classify by matter type and urgency, logs to an Intake Sheet, and pings the right attorney immediately — even at 6pm Friday. The lead gets acknowledged while it's still warm.

Document Assembly Pack

On demand, pulls the right templates from Drive, fills the matter details you supply, and assembles the engagement letter or filing set into a dated folder for review. The copy-paste-and-fix hour, done before you open the file.

Billing & AR Reminder

Weekly check of outstanding invoices and unbilled time. Sends partners a worklist: who's past due, what's unbilled, what to follow up on. The business side of the firm gets the same discipline as the docket.

How it works

1. Install

Grab the free Personal edition of InTouch AI and run it on the firm's server. Browse the InTouch Hub, pick the skills and workflows you want, click Install. No scripts to write, no outside IT consultant.

2. Adapt

Each workflow ships with placeholders — matter list, deadline rules, Drive folders, responsible attorneys. Read the README, fill them in against your jurisdiction, point it at your docket. Verify a run before you rely on it.

3. Schedule

Attach a daily schedule and walk away. InTouch AI runs it, alerts the right attorney, and logs every run — an audit trail that matters when a deadline is questioned. When a source format shifts, InTouch AI reads the failure, fixes what InTouch AI can, and tells you why. As a workflow earns trust, dial it toward fully deterministic: same result every time, zero per-run AI cost, fully audited.

What you don't get

Straight talk. No surprises after you install:

  • No legal advice, and no auto-filing. InTouch AI watches deadlines, drafts, and organizes. InTouch AI does not practice law, calculate deadlines you haven't defined, or file with any court. Every legal judgment stays with a licensed attorney.
  • No conflicts-check system. The intake summarizer can flag an obvious name match, but a real conflicts check runs against your full client database and your professional judgment. Don't skip your existing process.
  • No unsupervised client or court communication. Drafts are queued for attorney review. Nothing goes to a client, opposing counsel, or a court without a human pressing send.
  • No case-management replacement. InTouch AI works alongside Clio, MyCase, or your existing system — automating the follow-up and assembly around them, not replacing the system of record.

Stop configuring. Start describing.

Personal edition is free. Install it on the firm's computer, point it at your docket and intake, and let it watch the deadlines, route the leads, and chase the receivables. And because it all runs on your own computer, privileged client data never leaves your office — nobody else can see it. That's the one promise a cloud vendor can't make to a firm bound by confidentiality.

Download InTouch AI Browse the Hub