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  1. Legal Automation
  2. AI Legal Client Tracking
  3. AI-driven inquiry triage

Using AI: classify and evaluate client inquiries for case eligibility tracking

Automate the intake and assessment of client inquiries by using AI-driven classification to determine case eligibility and track key details without manual effort. Notifications trigger instantly upon new inquiries, capturing essential information in a centralized database for streamlined follow-up and reporting. This workflow reduces human error, accelerates response times, and ensures consistent evaluation criteria across all incoming leads.

Filter by common apps:

  • CallRail
  • AI by Zapier
  • Neos
  • Webhooks by Zapier
  • ChatGPT (OpenAI)
  • Google Sheets