Automate client intake, case status updates, document collection, scheduling, and trust accounting — built for solo and small firms with 1-15 attorneys.
Start Your Free TrialBriefFlow handles the admin so you can focus on practicing law.
Sign up in minutes. Import your client list or connect to Clio, MyCase, or PracticePanther. No IT department needed.
BriefFlow answers intake calls, collects documents, sends case updates, manages calendars, and tracks trust balances.
Review AI-prepared intake files, approve communications, and focus on billable work. Everything is logged and auditable.
24/7 intake via web chat, email, or phone. Collects details, runs conflict checks, creates matter files, and schedules consultations automatically.
Clients get proactive status updates by email or text. No more "what's happening with my case?" phone calls eating your billable hours.
Secure client portal for document uploads. Automated reminders for missing documents. Organized by matter with version tracking.
Clients book consultations from your availability. Court dates, deadlines, and statute of limitations tracked with automated reminders.
IOLTA-compliant trust ledger. Track deposits, disbursements, and balances per matter. Three-way reconciliation reports for bar audits.
Built-in guardrails prevent unauthorized practice of law. AI never gives legal advice — it handles admin only. Full audit trail for bar compliance.
| Task | Before | With BriefFlow |
|---|---|---|
| Client intake | Phone tag, handwritten notes (20 min) | AI collects info 24/7, file ready in 2 min |
| Case status inquiry | Client calls, you stop billable work | Proactive updates sent automatically |
| Document collection | Email chains, lost attachments, re-requests | Secure portal with automated reminders |
| Scheduling | Back-and-forth emails (5+ messages) | Client self-books from your calendar |
| Conflict checks | Manual spreadsheet search (10 min) | Instant automated check on intake |
| Trust accounting | Manual ledger, quarterly reconciliation panic | Real-time IOLTA tracking, audit-ready reports |
| Follow-up reminders | Sticky notes, forgotten tasks | Automated deadline and follow-up system |
Join law firms that spend less time on admin and more time practicing law.
Start Your Free Trial