New case intake
The agent asks about the area of law, city, urgency, available documents and the client's goal before handing off to the team.
Automation for law firms
An AI agent to execute your firm's tasks.
A focused WhatsApp workflow: handles inquiries, collects details, generates documents, sends them for signature and notifies the team.
What the agent does
Responds to leads on WhatsApp
Performs initial case intake
Requests documents from clients
Organizes received documents
Prepares powers of attorney
Prepares contracts
Sends documents for signature
Integrates with ADVBOX and other CRMs
Sends firm updates
Sends messages to your contact list
Updates CRM, spreadsheets or systems
Forwards a summary to the team
Practical legal automation
The agent takes tasks that delay legal client service off your team's plate.
Law firms spend time on repetitive tasks before even reviewing a case: responding to initial contact, requesting documents, understanding the request, organizing CRM and remembering follow-ups. Techaze structures this workflow so WhatsApp works alongside your operation.
Powers of attorney, contracts and signatures
The workflow can request details, organize documents, start templates and guide the client through digital signature submission.
Up-to-date legal CRM
Leads and conversations can be recorded in the pipeline with source, stage, conversation summary and next steps.
Follow-up without forgetting
The firm stays in touch with prospects, reminds them of outstanding items and re-engages conversations that have gone cold.
Client service workflow
From lead to next step, without relying on manual tracking.
The goal is not to replace lawyers with AI. It is to give the firm better-organized requests with context and clear outstanding items so the team can make better decisions.
1
A lead arrives through WhatsApp, your website or a campaign
2
The agent understands the request and collects essential details
3
The client receives initial guidance and document requests
4
CRM is updated with source, stage and summary
5
The team receives context to decide on the next step
Frequently asked questions
Common questions about automation for law firms
Can an AI agent serve law firm clients on WhatsApp?
Yes. It can handle initial contact, collect details, identify the request and organize context so the legal team can continue safely.
Does automation replace the lawyer?
No. Automation takes on operational and repetitive tasks. Legal decisions, strategy and relationships remain with the firm.
Can it integrate with legal CRMs such as ADVBOX?
Yes. Techaze can connect the agent to your CRM, spreadsheets, webhooks, APIs and firm workflows to reduce manual updates.
Can the agent help with contracts, powers of attorney and Zapsign?
It can support the operational workflow: collecting details, requesting documents, organizing outstanding items and routing documents for digital signature once the process is defined.
Also on the Techaze blog (in Portuguese)
Resources for law firms
Articles exploring legal intake, WhatsApp, CRM, documents and lead qualification for law firms.
Legal services
Automation for law firms: intake, documents and legal CRM
How to organize intake, documents, powers of attorney, signatures and legal CRM without overloading the team.
Read article (Portuguese) →WhatsAppChatbot vs. AI agent: what is the difference in WhatsApp customer service?
When legal client service needs context, records and human handoff beyond automatic responses.
Read article (Portuguese) →LeadsAI lead qualification: questions, data and CRM without a cumbersome form
Questions and data to understand the initial request without adding friction to first contact.
Read article (Portuguese) →Implement it in your firm
Eliminate service bottlenecks and repetitive processes
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