AI agents by trade · Lawyers
AI agents for lawyers: the first 3 bots
Updated · by Rosh Perera
Intake calls, scheduling and inbox noise pull lawyers off billable work. These three bots draft the admin, and nothing reaches a client until you approve it.
Top 3 bots for lawyers and small law firms
01Text back missed calls, with your OK on each reply
Every missed call gets a short text drafted for you to approve, collecting the basics and offering consult slots from your calendar.
02FAQ and intake reply drafts, with your OK on every reply
Drafts replies to common front-desk questions from your own sheet and collects intake details. Anything that sounds like advice comes to you.
03Inbox triage with drafted replies
Sorts non-privileged admin email into reply / FYI / ignore and drafts routine replies in your voice for you to approve.
Every bot starts as drafts: it prepares, you approve, then it sends.
Not sure these are your 3?
Answer 5 quick questions and get your first 3 bots with copy-ready prompts. Free, no signup.
Try the planner →Keep these human
- Confidentiality and professional-conduct rules come first. Check what your bar or regulator says about AI tools.
- Verify every citation and summary; never send AI output to a client unreviewed.
- The agent must never say the firm can take a matter before a conflict check.
- Legal advice and strategy stay with a lawyer.
Want it done for you? $149 setup incl. a 30-min call
We set up one AI agent workflow from the pack for your business (for example lead follow-up, missed-call text-back or content repurposing). It starts with a 30-min call with Rosh to pick the workflow, and it's delivered within 7 days. The pack is included. Rosh does each setup himself, booked on a first-come basis.
Book the setup · $149$149 one-time, plus local tax where it applies.
Full refund if it doesn't work: if your workflow doesn't do the job we picked on the call, reply to your receipt within 14 days of delivery for a full refund. Changed your mind before the call? Same, full refund.
Secure checkout on Whop. After checkout you'll pick a time for your 30-min call.
Built by Rosh Perera, who has set up AI automations for more than 40 businesses over about 3 years.
FAQ
Will the bot give legal advice?
No. It collects intake information and drafts admin replies. Advice, strategy and anything filed or sent to a client stay with a lawyer.
Can it take on a matter by itself?
No. It must never say the firm can take a matter before you run a conflict check.
Does anything go out without me?
Not at the start. Text-backs, FAQ replies and inbox drafts wait for your OK.
Which AI tool do I need?
Any of Grok Bot, ChatGPT, Claude or n8n. Each template on this site comes in those formats. If you're not sure which jobs to start with, the free planner picks your first 3 bots in 5 quick questions.