Procedures

You shouldn’thave to do it all.

Procedures put AI agents to work on your firm’s client acquisition. They call, text, email, and follow up toward your goals, so you can focus on practicing law.

Book a demo See what you can delegate
An overwhelmed attorney taking a call as colleagues wait with paperwork.
Your AI agents, at work.
  • Resource shared
  • Call completed
  • Email sent
  • Meeting booked
  • Follow-up completed
  • Delegated to team
Procedures

Not workflows. AI agents that adapt in real time.

Give your agents a goal, your firm’s context, and permission to act. Procedures coordinate calls, follow-up, and team handoffs, adjusting the next step as each conversation unfolds.

See Procedures in your demo→
Your Procedures
Start automatically on key events
Qualify new inquiries
Book consultations
Follow up to a signed engagement
AI chooses the right action, at exactly the right time.
AI agents make callsHave a conversation
AI agents send textsKeep it moving
Trained to feel humanLike a skilled teammate
Loop in your teamHand off with context
Agents use your contact’s full context to tailor every action.

You set the goal. Your agents work toward it.

They carry the context from one action to the next, follow your rules and approvals, and know when to wait, stop, or bring in your team.

Start with the outcome

A goal. Not a template.

Choose what you want to happen, from a booked meeting to a signed engagement. Your agents work toward it, adapting along the way.

New inquiry

What should happen?

AI chooses the next action within your rules.
Working toward

Meeting booked

Automatic starts

The next inquiry is already covered.

Start a Procedure when an inquiry arrives or a form is submitted. Choose the conditions so the right contacts get the right follow-up.

Start automatically

When this happens

Website form received
FormNew inquiry
Runs for eachContact
Quinn Parker Procedure started
Contact context

Every reply changes the next move.

Your agents read the conversation and contact history before acting. A question, a preference, or a change of plans shapes what happens next.

Quinn Parker

“I’m in a meeting. Could we talk after 3?”

The next move

Quinn wants to speak with the firm, but isn’t available yet.

Callback scheduled for 3:15 PM.

ConversationContact historyYour rules
Wait until the requested time.
Calls, texts, and emails

One conversation. Across channels.

Give your agents permission to call, text, or email. They choose from the actions you allow, with the same context throughout.

Quinn Parker
Today, 1:42 PM

I’m in a meeting. Could we talk after 3?

👀

Of course. We can give you a call after 3.

Delivered
Meeting booking

Turn interest into a meeting.

Let your agents offer a booking link, suggest times, or ask what works. Once the meeting is booked, the Procedure knows its goal is met.

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Resource sharing

Lead with value.

Deliver the guide someone requested or share a relevant resource from your approved library. Give the conversation a reason to continue.

Share an approved resource
STARTUP LAW / FIELD GUIDE

The Founder’s
Legal Playbook

Equity. IP. Fundraising.
Sent by AI
Send throughEmail
Why this resourceRequested on form
Quinn Parker Guide delivered
Follow-up limits

Knows when to keep going. And when to stop.

Set limits on how often agents reach out and how long they follow up. Decide what happens when there’s no reply, and respect requests to stop.

Follow-up boundaries

Example settings

Maximum per week3 messages
Follow-up window10 days
If there’s no replyCreate a team task
SentWaitReview
Stop when the contact opts out.
Action permissions

Your rules. Your comfort level.

Delegate routine actions and require approval for others. Control what agents can do, action by action.

Permitted actions
Send a follow-up SMS

Decide who handles it

Example draft

Hi Quinn, checking in to see if you’d like to find a time to speak with our team.

Drafts wait for your approval.
Team handoffs

Loop in your team.

When someone asks for your team or needs legal judgment, hand off the conversation with context. Your team picks up where the agent left off.

Quinn Parker

“Can I speak with someone about my legal options?”

Handed to your team
Assigned toJordan Reed

Context for Jordan

Quinn is ready to talk and has a legal question. Available after 3 PM. The founder’s legal guide has been sent.

Agent paused for a person.
Activity history

See the work behind the progress.

Review what was sent, what is waiting for approval, and what needs your team. Every action and handoff stays in view.

Procedure activity

  1. Follow-up sent

    SMS delivered to Quinn Parker.

  2. Resource shared

    Founder’s legal guide sent by email.

  3. Meeting booked

    Goal reached. Follow-up ended.

Fictional contacts and illustrative activity. Actions depend on your settings and connected services.

Explore the Procedure builder
Procedures / New inquiry

Choose what starts it

Starts whenis

A new inquiry gives your Procedure a reason to act.

Set the goal it works toward

GoalisA meeting is booked

AI adapts its next move until the goal is met.

One goal. Room to adapt.

Choose how it can act

Send an SMS
Use it when
They haven’t replied to our first message.
Direction
Check in briefly and ask how we can help.

Decide who handles it

Avery Bennett · SMSSent

Follow-up sent by AI

No reply yet. A brief check-in keeps the conversation moving.

Morgan Ellis · EmailWaiting on you

Draft ready for approval

Your approval is required before this message sends.

Quinn Parker · TaskHanded off

Assigned to Jordan Reed

They asked for legal advice. Your team takes it from here.

Every action, decision, and handoff in view.
Your goal. Your permissions. AI chooses the next action.

Your pipeline keeps moving.
You get back to practicing law.

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