A managed AI employee for law firms (admin and intake only).
Agenvanta installs and runs a dedicated AI employee for your firm. It handles the admin loops that keep slipping: intake summaries, case status, client follow-up drafts, document chase. No legal advice, no pleadings, no client-facing sends without attorney review.
Solo practitioners through 30-attorney shops.
Best fit when the owner or managing partner has too many open admin loops: intake forms never followed up, doc requests never chased, promised status updates never sent, court date logistics nobody is tracking. Common practice areas: personal injury, family, immigration, estate planning, small business, employment. If your PMS is Clio, MyCase, PracticePanther, Smokeball, or Filevine, and your email is Outlook or Gmail, you are in the comfortable zone.
What the AI employee actually does.
Five recurring jobs, all admin, all reviewable by an attorney before anything leaves the firm.
Intake summary and admin
Reads inbound web forms, scheduled-call notes, and voicemail transcripts. Drafts an intake summary card with extracted facts, jurisdiction, and conflict-check prompts (names, parties, opposing counsel). Does not score case merit.
Case open-loop tracker
Tracks every open matter and what action is waiting: a client doc, a court filing, an opposing counsel response, a signed retainer. Surfaces stalled matters in the weekly digest so nothing sits for three weeks.
Client follow-up drafts
Drafts plain status emails to clients ("here is where your matter stands, here is what we need from you next"). Attorney reviews, edits, and sends. Nothing goes to a client without attorney approval.
Document chase
Pulls outstanding doc requests per matter (W-2s, medical records, IDs, signed forms, prior counsel files) and drafts polite reminder emails. No escalation cadence beyond what the attorney approves.
Court and calendar logistics
Reads deadlines from your PMS, drafts reminder emails for hearings and filings, flags scheduling conflicts. The attorney still calendars; this is the second set of eyes that does not get distracted.
Weekly owner digest
One short report each week: matters stalled more than seven days, intake not yet processed, doc requests outstanding, upcoming deadlines, items awaiting approval.
You do not run the AI. We do.
You do not think about models, prompts, tokens, infrastructure, or debugging. Agenvanta operates the whole employee.
Memory vault
Your practice areas, fee structures, intake script, conflict-check checklist, retainer templates, current state of open matters in scope.
Approved tool access
Your PMS (Clio, MyCase, PracticePanther, Smokeball, Filevine), Outlook or Gmail, Google Drive or OneDrive, Calendly. Read-only by default; write access only on jobs you approve.
Approval gates on every send
No client-facing email, doc request, or calendar invite goes out without an attorney pressing approve. Default is "drafted, waiting for review", not "sent".
Weekly improvement loop
Each week we review what the AI employee got right, what attorneys edited, and tune the memory vault and job descriptions. Accuracy compounds.
Monitoring and uptime
We watch for failures, slow responses, and tool auth issues. If something breaks, we fix it; you do not file a ticket.
One point of contact
You talk to Shivam, not a support queue. Requests hit a shared board; changes ship weekly.
What the AI employee will never do.
Not soft guidelines. Wired into the job description and approval rules so the AI employee stays useful for admin without ever drifting into practice of law.
- 01No legal advice or legal research. Ever. Client questions that read as legal are routed to an attorney without an answer attempt.
- 02No drafting of pleadings, motions, briefs, contracts, demand letters, or any other attorney work product.
- 03No conflict-check decisions. The AI employee surfaces potential conflicts (matching names, prior parties); a human runs the actual check.
- 04No client-facing communication without attorney review. Every email, every doc request, every status update is drafted and waits for approval.
- 05No fee discussions, no billing decisions, no trust account actions.
- 06No interaction with opposing counsel without explicit written scope from the attorney for that matter.
- 07Privilege-aware: runs only inside firm-controlled tools the firm approves. No external sharing. No public-LLM dumps of client matter content.
From install to managing real admin loops.
Install
Name and role the AI employee. Stand up the memory vault. Define permissions, approval rules, first practice area in scope.
First useful jobs
Intake summary, follow-up drafts, and the weekly open-loop digest go live in shadow mode (drafted, no sends).
Connect tools
Approved access to the PMS, email, calendar, doc store. Attorney approval workflow goes live for client-facing drafts.
Verticalize and expand
Add document chase and court/calendar logistics. Expand to a second practice area if it is going well. Weekly progress update.
One retainer, one managed employee.
Not a SaaS subscription, not a per-task agency. A flat monthly retainer for the managed AI employee.
Full managed AI employee. Memory vault, approved tool access, approval gates, weekly improvement loop, monitoring, one point of contact.
First one or two pilot firms. Same scope. Reduced rate in exchange for fast feedback and case study rights.
Common questions from law firm owners.
Does this give legal advice?
No, never. The AI employee handles administrative work only. It does not interpret law, recommend strategy, or answer client legal questions. Anything resembling legal advice is routed to an attorney without an answer attempt.
Does it draft pleadings or contracts?
No. Pleadings, motions, contracts, briefs, demand letters, and any other work product are off-limits. Those are attorney work product and the attorney drafts them. The AI employee handles the admin around the work, not the work itself.
Is this HIPAA or privilege safe?
The AI employee operates only inside firm-controlled tools the firm explicitly approves (your PMS, your email, your document store). No broad account access, no external sharing. Attorney-client privilege depends on the controls the firm already has around those tools; we do not change that posture and do not store client matter content outside approved systems.
What if the AI summary misses something on intake?
The intake summary is a starting point, not a decision. The attorney reviews and corrects it. Over the first few weeks, the AI employee learns the firm's intake style and what facts matter for each practice area. Corrections feed the memory vault, so accuracy improves week over week.
What is the difference from a virtual receptionist?
A receptionist answers the phone, one real-time job. A managed AI employee handles ongoing admin loops across many open matters at once: tracking what is waiting on whom, drafting follow-up emails for attorney review, chasing documents, summarizing intake from multiple channels, surfacing stalled matters in a weekly digest. It integrates with the practice management system, not just the phone line. If phone coverage is the actual gap, an answering service like Smith.ai is the right tool (see our comparison); the two can run side by side.
Can we limit it to one practice area first?
Yes, and we recommend it. Most firms start with a single practice area (often the one with the most intake volume or the most stalled matters), let the AI employee learn that workflow, and expand to other practice areas in weeks three and four.
Talk to Shivam about an AI employee for your firm.
Short scoping call. We pick the admin loops that hurt the most for your specific practice areas, agree on what stays inside hard boundaries, and tell you honestly if we are not the right fit.