AutoCounsel
Introducing AutoCounsel Inc.

Legal workflows that execute themselves.

AI agents that handle intake, follow-up, and case operations for plaintiff firms. Not a copilot. A team that works while yours sleeps.

Voice intake for PI, employment, and workers' comp matters
Litify/Salesforce and Filevine import, sync, notes, and tasks
Configurable workflows with email, calls, CRM actions, branching, and human review
Document extraction, image analysis, draft generation, and demand package assembly
Donna — Live call

Incoming — (305) 882-4471

Personal injury · 2:14 elapsed

Answered

Live transcript

Donna

Hi, this is Donna with Castillo Legal. How can I help you today?

Caller

I was in a car accident last week and injured my back.

Donna

I'm sorry to hear that. Was the other driver at fault?

Donna

Intake summary · building

Incident typeMotor vehicle accident
InjuryBack injury — reported
FaultDetermining…

Platform

The operating system for high-volume legal work.

Built for firms where cases depend on calls, records, adjusters, medical bills, deadlines, CRM hygiene, and follow-up discipline.

AI voice intake

Donna answers, qualifies, remembers repeat callers, schedules appointments, and prepares the firm with call summaries.

Workflow execution

Agents execute multi-step legal workflows from plain-English instructions, with branches and human approval points.

Document intelligence

Classify, OCR, extract, validate, and write structured document data back into matter records.

CRM-native operations

Meet firms inside the CMS they already use: Litify/Salesforce, Filevine, and other legal systems of record.

Email intelligence

Monitor inboxes, match replies to matters, classify urgency, and route action items into workflows.

Operational dashboards

Track intake outcomes, document throughput, workflow performance, token usage, communications, and matter activity.

Law firms are buried in repetitive operations.

From intake to settlement, your team chases follow-ups, updates CRMs, sends the same emails, and loses hours to work that never needed a law degree.

Current operations

Without AutoCounsel

Missed calls and slow intake response times
Manual CRM data entry and inconsistent records
Follow-ups that slip through the cracks
Staff stretched across administrative tasks
Demand prep scattered across tools and people

With AutoCounsel

AI agents handle the operations

Donna answers every call, qualifies, and routes in seconds
Matter data synced to your CMS automatically
Follow-ups sent on schedule with escalation when overdue
Staff freed for client relationships and legal judgment
Demand packages assembled with review flags before attorney sees them

24/7

Intake availability with Donna handling calls around the clock

3x

More cases handled by the same team without new headcount

70%

Reduction in administrative time on routine case operations

< 60s

Average time from call to structured intake summary

Introducing Donna

Your AI intake specialist. Always on. Always sharp.

Donna answers calls for personal injury, employment, and workers' comp matters. She qualifies, captures structured facts, schedules consultations, and routes every lead with the context your team needs to act fast.

Answers and qualifies

Every call picked up, screened for case fit, facts captured in English or Spanish

Structures the intake

Transcript, risk flags, urgency score, and recommended next step for staff

Routes and follows up

Books consults, sends retainers, syncs matter data to CRM automatically

Donna call summary

Qualified
#1Incoming call — workplace injury

Extracted facts

Warehouse injury, employer report filed. Missed two weeks of work. Has medical records and supervisor correspondence.

Workers' compHigh urgencySOL checked
#2Matter created in Litify
#3Consult scheduled + retainer sent
#4Medical records requested
#5Staff review queued
PENDING

PI, employment, and workers' comp

Handle the high-volume intake, deadline, document, and follow-up work that defines plaintiff operations.

Case-aware automation

Agents use matter context, parties, insurance data, documents, notes, and execution history before acting.

Specialized agent team

Voice, email, document, CRM, note, web, research, and demand agents coordinated by a moderator agent.

Practice areas

One platform. Three practice areas. All the workflows that go with them.

Each practice area has its own qualifying questions, SOL rules, document types, and routing logic. AutoCounsel handles all three out of the box — configured to your firm's specific process.

Personal Injury

Every call answered. Every accident matter captured.

  • Qualifies liability, injury severity, and insurance coverage on the call
  • Auto-checks SOL across all 50 states — typically 2–3 years for PI
  • Sends retainer, requests medical records, and syncs matter to CMS
  • Routes high-value cases to attorneys; queues lower-priority for staff review

Motor vehicle accidents · Slip & fall · Premises liability · Motorcycle & trucking

Employment

Screen claims fast. Never miss an EEOC window.

  • Screens for employment relationship, adverse action, and incident timeline
  • Flags EEOC and state filing deadlines — often as short as 180 days
  • Captures protected class, employer size, and documentation status
  • Routes to employment-specialist attorney with full structured summary

Wrongful termination · Discrimination · Harassment · Retaliation · Wage & hour

Workers' Comp

Capture injury details before memory fades.

  • Verifies employer report filed and work-nexus of the injury
  • Checks state-specific SOL and benefit election deadlines
  • Captures injury type, body part, treatment status, and lost wages
  • Creates matter record and requests medical documentation automatically

Workplace injuries · Occupational disease · Repetitive stress · Third-party claims

Works with your stack

Keep your CMS. Add an AI operations layer on top.

AutoCounsel connects to the systems already running your firm. Need something not listed? Just ask — we integrate with any tech stack on request.

SalesforceLitifyFilevineRingCentralTwilioMicrosoft OfficeGmail+ Request any integration

Coming soon

Demand Drafting

AutoCounsel is moving demand preparation from scattered records and manual review into an agent-assisted assembly line: medical record discovery, gap checks, photo selection, cover letter generation, and attorney-ready review flags.

Medical chronology assembled
Missing bill flagged
Police report attached
Attorney review requested

Pricing

Scales without headcount.

Make your team smarter without working harder.

Starter

$2500

Per month / billed annually

Best for firms early in the AI adoption lifecycle or with basic requirements.

Go Starter

Includes:

  • English and Spanish intake
  • Up to 1,500 minutes/month
  • Record and performance dashboard
  • Call report sent to your inbox
  • Automated SOL check across all US states
  • Standard integrations
  • 24/7 functionality and support
  • Single workflow
  • Staff message relay
  • Caller memory for repeat calls

Pro

$5000

Per month / billed annually

Best for firms with moderate volume, scaling intakes and optimizing workflows.

Go Pro

Starter, plus:

  • Automated case quality assessment
  • Up to 5,000 minutes/month
  • Automated data extraction into CMS
  • Automated retainer signing with client in the call
  • Automated appointment scheduling and management
  • 5 workflows

Enterprise

Talk to us

Per month / billed annually

Best for firms with high volume and more complex operational demands.

Go Max

Pro, plus:

  • 10+ languages
  • High-volume limits
  • Unlimited workflows and agents
  • Custom CRM and telephony support
  • Dedicated implementation strategy

Ready when intake volume spikes

Show your firm what an AI operations team can do in the first 30 days.