Kaizen AI
Legal

AI workflows for
law firms

Intake calls qualified, conflicts flagged, paralegal looped in only when it matters.

Book a setup callSee all workflows
Recommended for Legal

Three workflows that move the needle.

Pick one to start. Most legal clients add the others within 60 days.

New Lead → 5-Email Drip

Every new lead gets a five-touch email sequence timed for response, stopping the moment they reply or book.

  • Trigger: New lead from website form, call log, or import
  • Email 1: instant acknowledgment
  • Emails 2–4: day 1 / 3 / 7 nurtures
More leads, no extra seatsDetails

Invoice Overdue → Email Escalation

A 3-step email ladder that recovers overdue invoices. Friendly, then firm, then owner-alert.

  • Trigger: Invoice past due date
  • Day 1: friendly reminder email
  • Day 5: firm follow-up email
Recover overdue A/RDetails

Inbound Email Triage & Route

Every inbound email gets AI-classified (lead / vendor / spam), reply-drafted, and tagged in Gmail.

  • Trigger: New email to routed Gmail address
  • Classify (lead / vendor / billing / spam)
  • Draft a tone-matched reply
Inbox zero, 10 min/dayDetails

Ready to wire up your first workflow?

Book a 20-minute call. We'll map your stack, recommend the workflow with the fastest payback, and quote you on the spot.

Book a setup callSee pricing