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AI Automation for Law Firms

Intake, follow-up, CRM updates — all still done manually?

Intake goes unanswered. Follow-ups get missed. Client data is incomplete. We automate the gaps so your team focuses on clients — built for the way your practice area actually works.

Book a Free Discovery Call

Practice Areas

Built for how your practice actually runs

Every practice area has its own intake patterns, deadlines, and document types. Pick yours to see exactly what we automate.

Powered by Yura

How Yura works

Yura is the AI agent quietly running your firm's intake, follow-up, and CRM updates in the background — the same feeling as having someone you trust handle your IT: things just work, and you stop thinking about them.

1

Trigger

Yura picks up a new lead or client email the moment it arrives — nights and weekends included.

2

Propose

It drafts the action — a CRM update, a document request, a status email — and stages it for the firm's system.

3

Approve

Sensitive actions wait for a one-click human approval. Routine ones run automatically once you trust them — your call, per action.

4

Audit

Every action Yura takes is logged, so you can see exactly what happened and why — always.

Your legal judgment stays with your attorneys. Yura's job is making sure the operational side never drops a client.

Meet Yura at yura.works →

A Problem Every Firm Shares

Your inbox has a real lead buried in it right now.

Intake, spam, vendor pitches, and ad alerts all land in the same inbox — and somewhere in that pile is the client who's about to call a competitor. It's the same problem regardless of practice area.

See how AI email triage fixes it →

The Solution

What we automate for law firms

Intake & First Response

Every new inquiry triggers an enriched CRM entry and a personalized first-response message — within 2 hours, any time of day, including weekends.

Lead Follow-up Sequences

Leads that don't book a consultation get a structured nurture sequence. No manual follow-up required from your team.

CRM Enrichment

We automatically fill in case type, urgency, and referral source so your attorneys walk into every consultation already prepared.

Client Status Updates

Case milestones trigger automatic client notifications. Fewer status calls, fewer "any updates?" emails.

Case Enrichment

Before a consultation, AI agents research and populate the case record — so attorneys walk in prepared.

Document Collection Reminders

Clients receive timely, personalized reminders to submit required documents. No manual chasing, no missed deadlines.

Already using Clio? We build AI agents that connect directly to Clio. See how Clio integration works →

Clio Legal AI Certified · 2026 | Anthropic Certified · AI Fluency & Claude 101 | Two workflows live in Week 1

Pricing

Plans built around how your firm works

Two live workflows — website intake automation and an email document assistant — are running within your first week, whichever plan you choose. Every plan includes a direct line to the founder.

Self-Service

$499 / month

  • Up to 5 email inboxes
  • Up to 5 WhatsApp groups
  • Up to 5 users
  • Direct line to the founder
Most Popular

Tailored

$1,499 / month

  • Dedicated on-premise server
  • Branded portal
  • Development team directly involved
  • Unlimited users
  • Unlimited integrations & custom workflows
  • Priority support
  • Direct line to the founder

See the full maintenance checklist →

Dedicated Developer

$10,000 / month

  • A developer dedicated full-time to your firm
  • Continuous custom development
  • On-call support
  • Direct line to the founder

Fast Start

You see something working fast — not a deck, not a proposal.

Two live workflows — intake automation from your website and an email document assistant that collects client documents and chases what's missing — running within your first week.

This gives you something concrete to evaluate as we build out the rest.

FAQ

Questions law firms ask before automating

What is Yura?

Yura is Beamreach's AI agent and governance layer for law firms. It connects to the tools your firm already uses — email, CRM, document storage — proposes the action it wants to take, and only executes what you've approved, with a complete audit trail of everything it does. See how Yura works →

Which practice areas do you support?

Immigration, family law, estate planning, and real estate law today, with more added as we validate demand. Each practice area gets automation built around its own intake patterns, deadlines, and document types — not a generic one-size-fits-all workflow.

What tasks can AI agents automate for law firms?

Intake responses, CRM enrichment, lead follow-up sequences, case research, document collection reminders, and client status notifications. The goal is to remove repetitive admin from the plate of lawyers and paralegals so they focus on legal strategy and client relationships.

How do AI agents save time for lawyers and paralegals?

By handling the work that doesn't require legal judgment: sending first responses, enriching contact records, following up with leads, reminding clients to submit documents, and updating case statuses. Paralegals stop doing data entry. Attorneys stop chasing information before consultations.

Do you offer IT services beyond AI automation?

Yes. Some firms need help beyond agents — software selection, CRM setup, system integration, or overall workflow design. We can cover those needs as part of the engagement or as a standalone project.

How long does implementation take?

The first two workflows — website intake automation and the email document assistant — are live within your first week on any plan. Self-Service ($499/month) covers up to 5 inboxes, 5 WhatsApp groups, and 5 users on your own. Tailored ($1,499/month) puts our development team directly on your automation with a dedicated on-premise server, a branded portal, unlimited users, and unlimited custom workflows. Dedicated Developer ($10,000/month) puts a developer on your account full-time for continuous, fully-custom builds. Most firms have their core automation fully in place within 2–3 months.

Let's audit your practice together.

30 minutes. We'll map where leads are falling through and show you exactly what one week of automation would look like for your firm.

Book a Free Discovery Call