Automated, real-time communication orchestration from the moment a new client enters the portal.
Client portal detects a new registration and triggers the AI agent
Processing client data in real-time
The AI agent analyzes the new client's profile, matter type, and intake details to identify and match them to the appropriate case within the firm's case management system.
Client PortalRetrieves the pre-approved communication template from the designated OneDrive document library, ensuring all outreach is compliant and attorney-reviewed.
OneDrivePastes the correct, case-specific communication into the client portal message field — personalized with the client's name, case details, and next steps.
Client PortalDispatches the finalized communication to the client directly through the portal's secure messaging system — no manual intervention required.
Client PortalRecords a complete audit trail of the communication — timestamp, content delivered, case linkage, and delivery status — within the client portal's activity log.
Client Portal