Verdict & Precedent Intelligence

Customization Features in Law Practice AI

Unlock full control over how your firm collects documents and manages client intake. With Law Practice AI, every workflow can be tailored to match your firm's unique needs—ensuring efficiency, engagement, and client satisfaction.
Tailor every workflow with Law Practice AI—customize document collection and client intake for maximum efficiency and engagement today.
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Key Features of AI Legal Drafting

1. Customization in Document Collector
2. Customization in Intake
3. Universal Scheduling Controls

Tailor your workflows for faster, smarter document collection with Law Practice AI.

Design bespoke follow-up sequences for faster and more reliable document collection:
Multi-Channel Sequencing
Define the precise order of communication methods (email, text, web-link).
Time-Based Logic
Schedule exact intervals between reminders (e.g., "wait 2 days, send a text, wait 1 day, send email").
Template Personalization
Update and customize message templates to match your firm’s tone and style.
Benefit: Create unique, repeatable cadences optimized for document collection efficiency.

Start building custom follow-up sequences today and optimize your document collection process instantly

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Personalize client engagement with Law Practice AI for smarter, more effective intake workflows.

Control the intensity and timing of client engagement for better responses:
Aggressiveness Setting
Adjust follow-up levels while the system learns client preferences.
Adaptive Follow-up
Combine your defined aggressiveness with AI-learned patterns to maximize engagement.
Benefit: Personalized intake paths that boost response rates and improve client onboarding.

Optimize your client intake today and increase engagement with fully customized AI-driven follow-ups using Law Practice AI.

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Take full control of your client communications with Law Practice AI's universal scheduling features.

Comprehensive controls that apply to both Intake and Document Collector:
Timeframe Constraints
Set minimum and maximum times for client contact (e.g., 9:00 AM to 5:00 PM).
Day Restrictions
Define days when contact is allowed (e.g., Mon–Fri, no weekends).
Automatic Holiday Exclusion
System automatically avoids major US and religious holidays.
Benefit: Communicate efficiently without disturbing clients at inappropriate times.

Ensure timely, respectful client communications—optimize schedules effortlessly with Law Practice AI.

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Why Customize with Law Practice AI?

Discover how Law Practice AI can transform your workflows with smarter, fully personalized automation.
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Optimize follow-up sequences for maximum efficiency
Fully tailored communication templates
Ensure client-friendly timing and engagement
Make faster, more confident legal decisions

Get Started Today

Transform your document collection and client intake with Law Practice AI. Control every detail of your workflows, save time, and improve client response.
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