Client Portal Q&A Bot
Answers 60% of client status questions. Replaces Lawmatics $200/mo + paralegal.
The problem
Lawmatics ($200/mo) and Clio Grow ($59/seat) give you a portal — but clients still email 'what's my case status?' 5-10x per matter. A paralegal spends 6-10 hours/week answering these, at $50/hr that's $1,200-$2,000/mo per paralegal.
What changes
Client asks 'what's the latest on my case' in the portal → agent pulls latest matter notes, next deadlines, pending actions from Clio and composes a plain-English status update. Escalates anything substantive to the attorney queue.
A day in the life
What this agent actually does.
- 1
Tuesday 10:44am: client asks portal 'any update?'
- 2
10:44am: agent pulls Clio matter, composes 'Your filing went out Monday; judge responded; next deadline is Apr 28'
- 3
10:45am: 3 follow-up questions routed to paralegal queue (substantive legal questions)
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Knowledge Concierge
Your SOPs, pricing, FAQs, and tribal knowledge — instantly searchable by your team and customers. Trained on YOUR stuff.
Replaces
$1,500 onboarding consultant + tribal-knowledge insurance
Smart Inbox Triage
Reads every email. Sorts by intent. Drafts replies. Flags the 3 things that actually need you. Quietly handles the rest.
Replaces
Fyxer $30/mo + Shortwave $40/mo + $400/mo inbox VA
Meeting Actions to CRM
Transcript → action items → CRM/Asana tasks in 5 min. Replaces Otter Business $20/user × 6.
Replaces
Otter Business $20/user × 6 + Fathom Premium $20 × 4 + Zapier $50
Add Client Portal Q&A Bot to your swarm.
Drop your URL. We'll match every skill your business needs, then activate them as one swarm.