Performs automated conflict checks on new clients, generates engagement letters, runs basic KYC verification, tracks document collection progress.
Performs automated conflict checks on new clients, generates engagement letters, runs basic KYC verification, tracks document collection progress.
Client Intake is part of the S.C.A.L.A. fleet of autonomous agents. You activate it straight from your dashboard: pick the agent from the PraxisOS pack, set its tone and autonomy rules, and it goes live on WhatsApp, email and web. No technical setup — the agent has persistent memory and uses your connected tools (calendar, CRM, payments) to take action, not just answer.
Tracks billable time per activity and case daily, generates draft invoices at end of day, sends payment reminders for overdue invoices.
Maintains case timelines with procedural deadlines, assembles required documents per phase, tracks billable time per activity and case.
Syncs hearing dates daily, sends WhatsApp preparation alerts 7 and 1 day before, tracks peremptory deadlines with auto-escalation on near-miss.
Alerts on approaching case and hearing deadlines on the 30th, flags peremptory dates, notifies assigned lawyers.
14-day free trial. No credit card. Live in 48 hours.