Inquiry
The question, the contact, and the requested next step get captured once and stay attached. No re-typing into three places.
Workforce AI is an AI employee for small law firms. It drafts client email in your voice for your approval, sits in your Zoom consultations and writes them up, and keeps every follow-up owned and dated. You keep the advice and the final word on anything a client reads.
Nothing reaches a client without a lawyer’s approval. Legal judgment stays where it belongs, with you.
The question lands with the full thread history and the responsible lawyer already attached.
The matter owner confirms the actual status. Ten seconds, instead of a file dig.
An answer drafted in your voice from confirmed facts, sitting until you approve it.
Nobody needs another page promising to transform the practice of law. Pick the page that answers the question you came with.
Consultation write-ups, drafted client email, scheduling, tasks, and the client file, laid out the way a small firm actually runs.
Best for evaluating the product02Law firm follow-up softwareFix the week after the consultation.The recap, the document chase, and the status updates, drafted and tracked so nothing waits on somebody’s memory.
Best for one painful workflow03Security and privacyCheck us out before you connect anything.SOC 2 status, data handling, and our data-training position, written for the partner doing the due diligence.
Best for due diligenceThe legal work is rarely the problem. The problem is rebuilding the same context every time the channel changes.
The question, the contact, and the requested next step get captured once and stay attached. No re-typing into three places.
It sits in the Zoom meeting and writes it up: the decisions, the open questions, and the two documents the client promised to send.
Explicit commitments become tasks with owners. Open questions stay visible instead of living in one lawyer’s head.
The status reply comes back drafted from confirmed facts. You approve it before it goes anywhere.
The preview shows the task pattern, not a customer account. In your workspace it runs on the tools you connect and the review rules you set.
A good first workflow has a known source, a named owner, and an obvious moment where the lawyer steps in.
The source conversation is right there, and you review the result before it moves.
The request is concrete. The reminder shows up drafted, and you approve it.
The owner and the next step came out of the actual conversation.
That is legal analysis. It stays with the lawyer, full stop.
A polished guess is still a guess. It drafts from confirmed facts or it asks.
Client-facing drafts wait for your approval. That is the design, and it is the point.
Last reviewed July 10, 2026.
It drafts client email in your voice for your approval, joins your Zoom consultations and writes them up, turns commitments into owned tasks, runs recurring reminders, and keeps the client context in one place so nobody re-explains a matter. Legal advice stays with the lawyer.
Yes, on your side of the desk. Hand it the inquiry thread and the reply comes back drafted for your approval, usually before you would have gotten to it. You decide what goes out and when.
It works inside the tools that carry most of a small firm’s client communication: Gmail, Outlook, Zoom, your calendar, tasks, and chat, part of 60+ tools it connects with. The integrations pages list what is supported today.
Yes. Client-facing drafts wait for approval. You read it, change a word if you want, and send. Nothing goes to a client on its own.
Consultation follow-up. The source is one meeting, the reviewer is one lawyer, and the payoff shows up the same week. Expand once it has earned it.
Nine questions, about two minutes. No login and no card.