Automated case-status updates at key milestones
Proactive “what’s next” explanations for clients
Document reminder and follow-up messages
Non-legal, admin-safe communication workflows
SMS, email, and web-based messaging support
Customizable update timing and tone
Everything in Essential, plus:
Multi-stage case timeline explanations
Practice-area–specific update logic
Smart routing of complex inquiries to staff
Reduction of repeat client inquiries
Centralized client communication history
Staff workload reduction through automation
Everything in Professional, plus:
Fully custom case-update workflows
Multi-practice and multi-location support
Client segmentation and messaging logic
Advanced reporting on communication volume
Priority customization and support
Firm-wide communication consistency
Inbound client status inquiries
Natural Voice Synthesis
Basic Call Routing
Call Summary Transcription
Administrative FAQs (status, process, and timelines)
Everything in Essential, plus:
Automated outbound client update calls
Proactive case-status notification calls
Client follow-up and reminder calls
Advanced Conversational AI
Appointment Booking via Phone
Real-time Call Transfer
Multi-lingual Support
Unlimited Memory Database (FAQs)
Everything in Professional, plus:
Firm-branded voice profiles
Custom firm voice modeling
Consistent firm voice configuration
Custom AI workflows
Yes—of course! Start with the Client Status Automation (CSA)/Legal Assistant Package, and upgrade anytime. Upgrade costs will be the difference between the monthly retainers—and only the monthly retainers, meaning that there will be no setup fee included—of your previous package, to your future package. For example, if you upgrade from the CSA/Legal Assistant Package (which has a $5,000 monthly retainer) to the Client Communication Infrastructure (CCI)/Associate Package (which has a $17,500 monthly retainer), then the upgrade fee will cost $12,500 initially—followed by, in the next month, the normal monthly retainer of $17,500.
No, not at all! We will build, configure, and train everything for you. You get a simple dashboard to monitor conversations—no tech skills needed!
No! There are no separate API or usage fees. All infrastructure, including unlimited API access, is built into every package. We will gladly explain the technical structure during your consultation.

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