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AI-Assisted Solutions for Critical Legal Tasks

Transform High-Value Legal Work with AI Assistance

Automate your firm’s most time-consuming work—from client intake and state filings to demand letters, medical summaries, and exhibit lists. Built to save your team time, protect confidentiality, and keep your firm in control.

  • AI-assisted client intake (web, SMS, phone) with duplicate-check & conflicts.
  • Prepare & file state forms using firm-approved checklists.
  • Medical record ingestion with concise summaries & highlights.
  • Draft demand letters & pleadings with citations and checklists.
  • Generate exhibit lists from evidence; gaps flagged automatically.
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AI Intake — SMS

“Hi Jamie, I can help with your accident claim. Are you safe? When did it happen?”

Evidence

Photos, police report, and medical bills uploaded. Missing: insurance info.

Draft

Demand letter v1 ready • 1,342 words • checklist 9/12 complete.

Built with input from plaintiff-side attorneys and case managers.

How it works

A lightweight stack that respects your workflow. Human-in-the-loop by default.

1. Intake

Convert more leads

AI intake via web forms, SMS, or phone, with duplicate-check and conflict screening.

2. Extract

Collect & organize evidence

Secure uploads; OCR; auto-tagging of photos, bills, and records. Gaps flagged.

3. Draft

Quality drafts in minutes

Demand letters, discovery requests, and form pleadings from firm-approved templates.

4. Review

You stay in control

Redlines, checklists, and audit trail. Nothing is sent without human sign-off.

Built for your practice areas

Workers’ Compensation

  • Claim intake & employer/insurer details
  • Medical record summaries with impairment highlights
  • Board form prep and filing checklists

Personal Injury

  • Automated demand package drafts
  • Liability & damages fact tables from evidence
  • Provider/bill reconciliation and gaps detection

Class / Mass Action

  • High-volume claimant intake (web, SMS, phone)
  • De-duplication and eligibility screening
  • Evidence ingestion & standardized declarations

Confidential by design. Built to save your team time.

Data stays yours

We don’t use your data to train foundation models. Role-based access controls and detailed audit logs.

Encryption in transit & at rest

Modern TLS and key management. Regional data residency options.

Your team is in charge

Every output is reviewable and editable—your team is always in control before anything is sent.

Want to see it in action?

We’ll send you a redacted sample demand package and a 2-minute screen capture of the workflow.

Send me the sample

FAQ

Will AI replace our attorneys or case managers?

No. SmartLegalDox accelerates the busywork and surfaces what matters so your team can apply judgment. Human approval is required for all outbound documents.

Do you integrate with our systems?

We support export to Word/PDF and connect via Zapier and REST API. Native integrations are planned for popular legal CRMs and case management tools.

How accurate are the drafts?

Drafts are generated from your firm-approved templates and source-linked facts. Checklists highlight missing items. Your team remains the final reviewer.

What’s the pricing?

Simple per-matter pricing during early access. Tell us your monthly intake volume and we’ll recommend a plan.

Ready to see how much time you’ll save?

Get a personalized walkthrough and discover how SmartLegalDox accelerates your firm’s most critical legal work.

Response time: under 1 business day
Data use: never used to train public models