Frequently Asked Questions

Your guide to common questions and solutions

Can I customize intake questions for different practice areas?

Yes. You can tailor intake questions for each practice area to capture the exact information your firm needs, ensuring every lead is qualified and routed correctly.

Will callers know they’re speaking with AI?

Most callers won’t notice, thanks to natural speech and smooth conversational flow. You can choose to have the AI introduce itself at the start, or let it blend seamlessly with your team.

What communication channels does Legal Intake support?

Supports inbound/outbound calls, SMS, email, and secure client portal submissions for easy lead capture.

How does AI help qualify leads automatically?

AI screens leads, detects invalid contact info, and routes high-priority leads efficiently.

Can I schedule callbacks and meetings through Legal Intake?

Yes, Legal Intake integrates with Google Calendar & Outlook for automated callback and meeting scheduling.

How does Legal Intake integrate with CRM and document systems?

It syncs with HubSpot, DocuSign, Document Collector, MS Teams, and Zapier, keeping all lead and document workflows automated.

Can I customize agent follow-ups and contact windows?

Absolutely. You can define follow-up sequences, contact timings, holiday schedules, and agent outreach aggressiveness.

How do I track leads and intake activities in real-time?

Get conversation summaries, call recordings, agent reports, and real-time dashboards to monitor every lead.

Is client data secure while using Legal Intake?

Yes, Legal Intake uses secure storage, encryption, and compliance measures to protect client information.

What is Case Summary AI?

Case Summary AI is an advanced, AI-powered tool that analyzes and summarizes key information from lengthy legal documents. It's built specifically for legal professionals, helping lawyers, paralegals, and legal teams save time and gain better understanding of their documents.

How does case summary work?

Simply upload your documents to our secure, cloud-based platform. Our AI analyzes the content, extracts critical information, and generates structured summaries, eliminating the need for manual review. It also includes a built-in legal AI assistant you can chat with to find details or ask questions about your uploaded and summarized documents.

What kind of legal documents can I use it for?

Case Summary AI supports a wide range of document types, including police reports, medical records, contracts, depositions, accident reports, and other legal documents in PDF, image, or scanned formats.

Can I upload multiple documents at once?

Yes. Our platform supports bulk uploads, allowing you to process and summarize multiple documents at the same time.

Can the AI assist me with information I need?

Yes. You can chat with your built-in legal AI assistant to ask questions, locate key details, or clarify sections within your uploaded and summarized documents.

Is my document data secure and confidential?

Absolutely. Security is our top priority. We are SOC 2 Type II and HIPAA compliant, ensuring all uploaded documents are encrypted and processed under strict confidentiality standards to protect attorney-client privilege.

Can I export and share the summaries?

Yes. You can export summaries in multiple formats for documentation, reporting, or easy sharing with colleagues or clients.

Do I need technical skills to use this?

No. Our platform is designed specifically for legal professionals with an intuitive interface. Simply upload your document and click “Generate Summary”, your summarized file will be ready. No learning curve required.

What is Demands AI?

Demands AI is an AI-powered platform that generates professional demand letters in minutes. It automates the entire demand creation process from case data extraction to final delivery.

What makes it different from manually creating demands?

It creates demand letters up to 12x faster while reducing human errors and missed details.

Who is Demands AI for?

It is built for attorneys, law firms, paralegals, and legal professionals who handle demand letters regularly. It’s ideal for firms of all sizes looking to save time, cut costs, and scale demand production.

Can I import my existing case and client data?

Yes. You can connect Demands AI with your existing legal software and tools in one click to automatically import case files, client information, and documents — eliminating manual data entry.

Can I customize my demand letter?

Absolutely. Use customizable writing and section styles, add your firm's logos, headers, and branding for a professional finish.

How do you ensure security?

We are SOC 2 and HIPAA compliant, ensuring your client data is always protected to the highest industry standards.

Can I generate exhibit packets?

Of course. You can download complete exhibit packets with Bates numbering and properly referenced documents.

Can we include attachments?

Yes. You can upload exhibits such as case summaries, medical records, and other supporting documents, which can be automatically linked to your demand letters.

Can I track my demands?

Absolutely. The integrated case management system lets you track demand status, manage deadlines, and monitor progress in one platform.

How many demands can I create?

Demand letters are created on a per-demand basis.
Each demand costs $97, giving you full access to all included features for that demand—no subscriptions and no long-term commitments.

What types of documents can I collect with Law Practice AI?

You can collect and verify medical records, police reports, repair orders, purchase agreements, vehicle registrations, workers’ compensation documents, and employment law documents.

How can clients submit their documents?

Clients and third parties can submit documents via email, SMS, or a secure client portal—making submissions fast and easy.

Does Law Practice AI create legal documents?

No, Law Practice AI does not generate legal documents. It only collects and verifies documents provided by clients, healthcare providers, employers, or third parties.

Can I track document submissions in real-time?

Yes, the platform provides real-time tracking of received, pending, and missing files to keep your cases on schedule.

Which file types are supported?

Law Practice AI supports PDFs, Word files (DOC/DOCX), images (PNG, JPEG, JPG), audio and video file

Can Documents Sync Automatically to Cloud Storage?

Absolutely! Collected documents can be synced directly to Google Drive, OneDrive, or Dropbox for secure and organized access anywhere.

Can I Automate Follow-Ups and Reminders?

Yes! Set custom follow-up sequences, email/SMS templates, and reminder schedules to ensure timely document collection.

What is AI-powered litigation support?

Helps law firms research cases, summarize opinions, and analyze verdicts faster using AI.

How does Law Practice AI improve legal research?

Search case law, bookmark rulings, get AI summaries, and review judge backgrounds—centralized in one platform.

Can multiple team members use it?

Yes, with customizable user access for attorneys, paralegals, and staff.

Is client and case data secure?

Absolutely. All data is encrypted and meets strict compliance standards.

Does it integrate with my legal software?

Yes. Supports SmartAdvocate, CASEpeer, MyCase, Google Drive, OneDrive, Dropbox, and Zapier.

Can I analyze verdicts and compare cases?

Yes. Verdict Analysis and Case Comparison help estimate case value and assess litigation risks.

What features are coming next?

AI-powered deposition planning (Q2 2026) and draft complaints, motions & subpoenas (Q4 2026).

21731 Ventura Blvd. Suite 175
Woodland Hills, CA 91364

sales@lawpractice.ai (424) 476 5858

ISO 27001

Certified

SOC2

Compliant

HITRUST

Certified

Solutions

INFO

LEGAL