# AI specialists for law firms Every new inquiry summarized with a reply ready for the attorney, then client updates, documents, deadlines, and billing prepared for your firm to review. ## Intake to invoice, prepared. ### Every inquiry answered fast. The Intake Coordinator summarizes each new inquiry, what happened, the likely practice area, and the dates mentioned, with a reply ready for the attorney to send. ### Clients kept in the loop. The Client Update Writer drafts a weekly status for each matter from Clio, and the Document Collector chases what clients still owe. ### Attorneys decide everything. No specialist gives legal advice, accepts a client, clears a conflict, or files anything. Every letter and message is a draft for the firm. ## Specialists - [Intake Coordinator](https://www.generalinput.com/templates/specialists/intake-coordinator.md): Makes sure no new inquiry waits. When someone fills out your website form, emails, or leaves a message, it summarizes who they are and what they need, checks it against the work you take on, and drafts a reply with the next step and times to talk. Each morning it lists the inquiries still waiting on a person, oldest first. - [Client Update Writer](https://www.generalinput.com/templates/specialists/client-update-writer.md): Writes the updates your clients expect. Each week it reads where the work lives, such as your project tool, case or loan system, or CRM, and drafts a short status update for each client: what happened, what's next, and what you need from them. Each month it drafts the client report in your format. - [Billing Coordinator](https://www.generalinput.com/templates/specialists/billing-coordinator.md): Makes sure you bill for all the work you did. Each billing cycle it drafts invoices from time entries, retainers, contracts, and usage, checks them against rates and terms, and flags unbilled hours and expenses. Each week it warns when a retainer or project budget is close to running out, so the conversation happens before the overage. - [Compliance Tracker](https://www.generalinput.com/templates/specialists/compliance-tracker.md): Tracks every license, certification, and certificate that keeps you in business. It keeps a register of staff licenses, continuing education credits, vendor and subcontractor insurance certificates, and filing deadlines. Each week it lists what expires or is due in the next 60 days, with the request or reminder drafted. - [Document Collector](https://www.generalinput.com/templates/specialists/document-collector.md): Chases the documents you need from clients. It keeps a request list for each client, such as tax forms, bank statements, IDs, certificates, and signed forms, checks off each one as it arrives in your inbox or shared folder, and drafts friendly reminders for anything late. A weekly summary shows whose missing paperwork is holding up the work. - [Collections Coordinator](https://www.generalinput.com/templates/specialists/collections-coordinator.md): Helps you get paid on time. Each week it ages every open invoice and failed payment from QuickBooks, Xero, or Stripe, drafts reminders that start friendly and get firmer, and flags accounts worth a phone call. Rent, retainers, invoices, and subscriptions all work the same way. You send each one. - [Client Onboarding Coordinator](https://www.generalinput.com/templates/specialists/client-onboarding-coordinator.md): Gets new clients set up without the back-and-forth. When a client signs, it drafts the welcome email and builds their checklist of documents, access, and forms. It chases what's missing each day with reminders drafted, and writes a kickoff brief so your team starts with everything the sales conversation learned. - [Meeting Follow-Up Coordinator](https://www.generalinput.com/templates/specialists/meeting-follow-up-coordinator.md): Turns every recorded meeting into follow-through. When a transcript from Granola, Fathom, Fireflies, or Zoom is ready, it pulls out the action items with owners and dates, adds them to your task tool, drafts the follow-up email, and keeps a running log of what was decided. You review the email before anyone sees it. - [Referral Partner Manager](https://www.generalinput.com/templates/specialists/referral-partner-manager.md): Tends the relationships that send you business. It keeps track of which partners referred whom and how those referrals went, reminds you each month who to thank, catch up with, or send a referral back to, and nudges warm introductions that have sat unanswered for a few days. - [Executive Assistant](https://www.generalinput.com/templates/specialists/executive-assistant.md): Your assistant for the day. Each morning it sends a short briefing of the meetings, deadlines, and messages that need you. Through the day it watches your calendar for double-bookings and meetings without a link or agenda, and drafts reschedule notes. Late afternoon it sweeps for anything that can't wait until tomorrow. - [Inbox Manager](https://www.generalinput.com/templates/specialists/inbox-manager.md): Keeps your inbox down to what actually needs you. It sorts and labels new mail as it arrives, archives the newsletters and notifications you never read, drafts replies in your voice for the threads that need one, and sends a short morning list of what you still owe a reply. Nothing goes out until you send it. - [SEO Manager](https://www.generalinput.com/templates/specialists/seo-manager.md): Grows the traffic you get from Google. Each week it reads Search Console, reports clicks and rankings, flags pages that are slipping, and lists the fixes that matter most, such as titles to rewrite, pages losing rank, and searches you have no page for. On request it writes content briefs and page drafts for the searches your customers make. ## Questions ### Do these specialists give legal advice? No. They summarize, organize, and draft for attorneys and staff. Advice, acceptance of a matter, and every message to a client or court come from your firm. ### Do they reply to inquiries on their own? No. Each inquiry gets a summary and a reply draft, and an attorney or intake staff member decides whether and how to respond. ### Can we keep client information in our own systems? Only the ones you choose. Each specialist starts by asking which tools you use and connects those if you want. Without a connection, it works from what you paste, upload, or forward.