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$
USD
I will build make com ai automation for law firm case status updates
Levi
About this gig
Are client status requests flooding your firms inbox?
Does staff lose billable time finding the same matter updates?
I will build a Make.com AI automation that classifies inbound status requests, matches the correct matter, retrieves only staff-approved case data and drafts a factual reply for human review.
Your workflow can include:
Gmail or Outlook monitoring
Clio Manage or approved database lookup
AI intent classification and draft generation
sensitive-message and low-confidence escalation
staff approval before any case-status reply
communication logging, error alerts and handoff guide
This service is for post-retention client communicationnot intake, document processing or legal advice. AI will not interpret legal issues, predict outcomes or send substantive replies without your approved review step.
You provide active subscriptions, approved wording, secure collaborator access and anonymized test records. Your firm remains responsible for confidentiality, permissions, retention rules and final message approval.
Message me before ordering so I can confirm your inbox, matter source and review path.
Get to know Levi
Levi
Implementing Ai Solutions for businesses using automation systems
- FromUnited Kingdom
- Member sinceAug 2026
- Avg. response time1 hour
Languages
English, Spanish
I help founders implement AI and automated systems that eliminate manual work, remove operational bottlenecks, and support sustainable growth. Our focus is on outcomes that are reducing dependency on staff, improving efficiency, and building systems that scale reliably as the business grows. From refining ideas to delivering stable, long-term systems, we ensure every automation drives real efficiency and measurable ROI. Please feel free to get in touch
FAQ
Will the automation send case updates automatically?
The default workflow requires staff approval before sending. Automatic sending is considered only for buyer-approved administrative acknowledgements.
Does the AI provide legal advice?
No. It classifies messages and drafts factual responses using approved matter data. Legal interpretation, strategy and outcome predictions are excluded.
Is Clio Manage required?
Clio Manage is recommended. A structured Airtable or Google Sheets matter source may be used for a smaller workflow after review.
Who pays for subscriptions and AI usage?
The buyer pays all third-party subscription, messaging and AI usage charges.
How is confidential information handled?
The workflow uses data minimization, restricted permissions and approved systems. Your firm remains responsible for confidentiality policies, vendor agreements, retention rules and jurisdictional requirements.
