For law firms & legal practices
The call you didn’t return,
the deadline that slipped, the trust clock.
The client’s biggest complaint is that you went quiet, and it’s also the top thing that gets Ontario lawyers sued. A limitation date sits in a tickler nobody actioned. The 25-day trust reconciliation is due. NextDoer runs the intake, chasing, deadline-tracking, billing and trust-watch around each one, drafted, and gated by you. Every legal decision, and every dollar of trust money, stays entirely with the lawyer.
Your week today
The admin that carries the malpractice risk.
Not the lawyering, the follow-through around it. If this is your Tuesday, it is exactly the work NextDoer is built to carry.
The call you didn’t return
Clients aren’t angry about the outcome, they’re angry you went quiet. Communication is the most common complaint law societies hear, and the single biggest cause of malpractice claims, much of it just “who owed the next step.”
The deadline that slips
A limitation date you knew, but it never made the calendar, or it did and the tickler fired and nobody actioned it. Missed deadlines are a top-three malpractice cause, and every one of them is an admin failure, not a legal one.
The chase that stalls the file
The same signed retainer and clean ID asked for three times while the matter sits idle, and the client loses momentum or hires the firm down the street. Then the real work happens at 9pm because the day was eaten by admin.
The trust clock and the money that’s late
A monthly three-way trust reconciliation on a hard deadline where lateness alone is a disciplinary offence, bills going out 90 days after the work, and the receivables you hate chasing because you’re a lawyer, not a debt collector.
One window
Every channel, every deadline, every trust flag, in one place.
Phone and voicemail, web intake, email, SMS, e-signature and retainers, trust and billing. Each lands in a single queue with a drafted, on-brand message, approve it, reject it, or rewrite it. Legal decisions are never automated, and trust money is never touched, only flagged for your call.
The agent team we'd propose
Six agents, one for each grind.
Each is a named routine that runs a real law-firm job end-to-end, reading the channel, drafting, chasing, tracking. Each starts on Approve, nothing sends without a tap, and graduates to Auto only for the reply types you decide to trust. Every legal decision stays with the lawyer, and trust money is never touched.
Intake & Lead Concierge
It captures, searches and chases, never advises. The lawyer decides the conflict and whether KYC is satisfied.
Client Update & Response Guard
It sends factual status and logistics. Every substantive answer, advice and consent stays with the lawyer.
Deadline & Limitation Sentinel
The lawyer decides which limitation applies and its trigger date. The agent never computes or interprets a limitation, it tracks and escalates the date you set.
Documents & Signature Chaser
The lawyer decides what a matter requires and whether a document is sufficient. The agent collects, checks completeness and chases.
Billing & Collections Runner
It drafts and chases, never decides fees or negotiates settlements. The lawyer approves every bill.
Trust & Compliance Watch
It flags and chases, it never touches trust money. No posting, no reconciliation, no moving a dollar, the human does all of that.
How trust is earned
Every agent climbs the same ladder.
Nothing skips a rung, and you hold the dial the whole way, any reply type can be pulled back to Approve at any time.
Build
We teach the agent to read and reply on that channel. Nothing is live.
Shadow
The agent writes real replies and sends none. You just read the drafts.
Approve
Every reply waits for your tap. Rewrite any of it in your own words.
You pick
Which reply types you trust to go on their own, and which stay on Approve.
Auto
Trusted types send themselves. Everything else still waits for you.
A starting playbook we'd propose
The playbook, at a glance.
A first draft of what your agent team would run, and where each task would sit on the trust ladder. We tune it with you during the process review.
| Agent / task | Trigger | Typical mode |
|---|---|---|
| Intake response & conflict search | New inquiry, any channel | Approve |
| ID / KYC & retainer chase | Matter opening | Auto |
| Client status update | Matter progresses | Auto |
| Deadline & limitation escalation | Date the lawyer set nears | Approve |
| Document & e-signature chase | Matter needs docs | Approve |
| Invoice send & AR follow-up | Pre-bill ready / invoice unpaid | Approve |
| Trust reconciliation flag | Month-end / tripwire | Approve |
| File-retention tracking | LSO / PIPEDA clock | Approve |
Your business next
Your practice, your matters.
The process review maps your intake channels, your deadline and limitation list, your document and e-sign flow, your billing and trust cadence, and every point where the lawyer must stay in the loop, then shows you the first agent we would put to work. Client data stays governed by PIPEDA and its provincial equivalents, law-society file-retention is respected, and trust is flagged and chased, never touched.