CasePilot is an autonomous AI agent that handles client intake, document drafting, scheduling, and follow-up for small law firms. Not another dashboard. An employee that never sleeps.
New client fills out your form. CasePilot parses the details, runs a conflict check, categorizes the case type, and sends a personalized response within minutes.
Engagement letters, retainer agreements, basic filings. CasePilot drafts them from your templates and firm style, ready for your review and signature.
Appointment reminders, document requests, status updates to clients. CasePilot handles the communication loop so no client falls through the cracks.
Web forms that parse into structured case data. Automatic categorization, conflict flagging, and priority assignment.
Engagement letters, retainer agreements, and standard filings generated from your templates in your firm's voice.
Consultations scheduled around your availability. Court dates tracked. Deadlines surfaced before they sneak up.
Automated follow-ups, appointment reminders, document requests, and status updates. Professional tone, every time.
Every hour your firm spends on intake forms and follow-up emails is an hour not spent on the work that matters. CasePilot is built for the firms that want to practice law, not manage paperwork.