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Omni Studio for legal

Run legal intake, conflict checks, and deadlines from one workspace

Inquiries, conflict checks, and deadlines in one workspace. Every send, booking, and change waits for your approval.

Book a 20-minute callSee how it works

A person on our team answers.

Never legal advice.

Sam

Compliance and checks Waiting for you

Works in: Legal
  1. Today

  2. You

    A new inquiry came in from Elena Ruiz. Run the conflict check first.

  3. Sam is working on a task Compliance and checks

    Sam is waiting for you

    Step 5 of 5
  4. Sam, Compliance and checks

    Review the conflict result for Elena Ruiz

    Why
    Three names have no match. Ruiz Repair LLC matches a contact on an earlier matter, so a person decides.
    If approved
    Logged as cleared by you. Mia can then offer Elena a consult time, which also needs your approval.

  • Intake

    Each inquiry captured in one place.

  • Conflict checks

    A person reviews every result.

  • Matters and deadlines

    Matter tasks, and deadline alerts on track.

  • Urgent hand-offs

    Urgent items alert the on-call attorney.

The jobs that eat your week

  1. 6:15 p.m.

    A new client calls after you have gone home

    Mia, then SamIntake with a conflict check
    1. Inquiry: car accident, Elena Ruiz
    2. Conflict check: 1 name needs review
    3. Clear the conflict checkEditReview

    Still yours: An attorney clears every conflict

  2. 30 days

    A filing deadline lives in one person's head

    SamCourt and filing deadlines
    1. Response due Nov. 20 in Ruiz v. Hale
    2. Drafted calendar holds at 30, 7 and 1 days out.
    3. Add the calendar holdsEditApprove

    Still yours: Every date on your calendar

  3. Court today

    An urgent message waits in the general inbox

    MiaUrgent handoff
    1. Message: "hearing moved to 2 p.m. today"
    2. Paging the attorney on call now.
    3. Page Ms. GrantEditPage

    Still yours: The attorney handles the matter

  4. 1st

    Clients call to ask what is happening

    OliviaMonthly matter update
    1. 8 open matters need an update
    2. Drafted facts-only updates from approved notes.
    3. Send 8 updatesEditReview

    Still yours: An attorney reads every update first

  5. 60 days

    Invoices age while you work the case

    NoraUnpaid fees reminder
    1. 4 invoices are over 60 days
    2. Hi Dale, invoice #318 is past due. You can pay here.
    3. Send 4 remindersEditApprove

    Still yours: Every reminder. Trust funds are never touched

  6. One line

    An ad promises results

    SamAttorney advertising check
    1. Read the draft Facebook ad
    2. "We win your case" promises an outcome. Flagged for review.
    3. Review the flagged lineEditReview

    Still yours: An attorney decides what runs

From inquiry to invoice

Six stages, a person at each handoff

An AI employee prepares each stage, and a person decides.

  1. 1Inquiry
  2. 2Conflict check
  3. 3Consult
  4. 4Engagement
  5. 5Matter
  6. 6Billing
Stage 1 of 6

Inquiry

The AI employee says it is an AI assistant and asks for names first, so conflicts can be checked before anyone shares details.

Mia, chief of staffThe AI employeeMia, chief of staff
Collects names and contact details.
You decideWhether to go further
Whether to take the inquiry on. Any text or email to the inquirer waits for approval.
Stage 2 of 6

Conflict check

The pre-screen lists every match in your clients, matters, and contacts. It never clears a conflict.

Sam, compliance and checksThe AI employeeSam, compliance and checks
Runs the pre-screen and prepares the result.
You decideWhether it clears
Clears the conflict, or flags it for a closer look. The decision is logged.
Stage 3 of 6

Consult

A consult can be booked only after a person clears the conflict result.

Mia, chief of staffThe AI employeeMia, chief of staff
Finds open times with a qualified attorney and drafts the invitation.
You decideWho is invited, and when
Approves the invitation before it is sent.
Stage 4 of 6

Engagement

Your attorneys write, review, and send engagement letters. Omni tracks the approved template and its review status.

Olivia, office managerThe AI employeeOlivia, office manager
Tracks the template and review status.
You decideThe letter itself
Writes, reviews, and sends it. Omni does not write, sign, or send one.
Stage 5 of 6

Matter

Tasks and deadline alerts stay in one place, and a factual monthly status update is drafted with no advice and no predictions.

Sam, compliance and checksThe AI employeeSam, compliance and checks
Keeps the tasks, sends alerts at 90, 60, 30, and 7 days, and the day before, and drafts the client update.
You decideWhat it means
What each deadline means, and whether each client update is sent.
Stage 6 of 6

Billing

The AI employee drafts earned-fee invoices and read-only trust reconciliations. It cannot post or move client funds.

Nora, billing, books, and reportsThe AI employeeNora, billing, books, and reports
Drafts the invoice and a read-only reconciliation.
You decideWhat is sent and moved
Sends the invoice. Moving trust funds needs two different people, and an AI employee cannot approve.

Your AI employees in legal

All seven AI employees have skills for legal services. Meet all seven.

Control

What runs alone and what waits for you

Does on its own

Nothing leaves the firm.

  • Reads inquiries, matters, calendars, and invoices
  • Pre-screens names for conflicts across your records
  • Keeps matter tasks and deadline alerts at 90, 60, 30, and 7 days, and the day before
  • Drafts invitations, reminders, and factual status updates

Waits for your approval

Anything that sends, books, spends, or changes.

  • Sends a text or an email to a client or an inquirer
  • Books a consult or changes a calendar entry
  • Sends an invoice or a payment reminder
  • Changes a matter, a task, or a deadline

Never does

  • Give legal advice or suggest a strategy
  • Predict how a matter will turn out
  • Draft or sign a legal document
  • File anything with a court
  • Clear a conflict. A person does
  • Post or move client trust funds

Never legal advice. A check runs before any AI employee in the Legal workspace takes a turn, and blocks requests for these. An AI employee cannot approve anything, and moving trust funds needs two different people. Your attorneys stay responsible for every decision.

Where it stands

Tools for your team

The workspace is built and tested on sample data, and we set it up with each firm.

Product names and logos belong to their owners and do not imply endorsement.

In the workspace

  • IntakeNames first, saved to your records
  • Conflict pre-screenEvery result goes to a person for review
  • Matters, tasks, and deadline alertsAlerts at 90, 60, 30, and 7 days, and the day before
  • Urgent hand-offsUrgent words alert the on-call attorney
  • Engagement tracking and billing draftsAttorneys write and send. Omni tracks and drafts.
  • Approval queue and activity logEvery decision is recorded

Connections

  • GmailReads your inbox and drafts replies
  • Google CalendarAttorney calendars and consult holds
  • TwilioText messages from your own number
  • CSV importBring over clients, inquiries, and invoices
  • QuickBooksConnects to QuickBooks
  • StripeCustomers pay invoices by card through Stripe
  • AI phone answeringAnswers calls on your own number
  • E-signatureFor documents your attorneys send. AI employees do not sign.

Also for legal

  • Document storageGoogle Drive, Dropbox, Box, OneDrive, and SharePoint
  • Practice-management toolsNot on the connection list today. Bring records over by CSV import.

We do not claim certification or regulatory compliance.

Use cases
Questions

Questions law firms ask

Does Omni give legal advice?

No. AI employees read, draft logistics such as scheduling emails, track deadlines, and send reminders to your team. They do not give legal advice, suggest strategy, predict outcomes, draft legal documents, or file with a court, and the workspace is built to stop those requests. Your attorneys make every legal decision.

Who clears a conflict of interest?

A person. The AI employee pre-screens your clients, matters, and contacts and lists every match. A person reviews and records the decision, and a consult can be booked only after a person clears it.

Can it touch our trust account?

No. Nora drafts earned-fee invoices and read-only trust reconciliations. It cannot post or move client funds. In the Legal workspace, moving trust funds needs two different people to approve, and an AI employee cannot approve.

How do we set up the Legal workspace?

The workspace is built and tested on sample data, and we set it up with each firm. All seven AI employees have skills for legal services, listed on the AI employees page. Book a 20-minute call and tell us how your firm handles intake, conflicts, and deadlines.

Do I have to replace my case-management software?

Not to try it. Omni connects to Gmail, Google Calendar, Twilio, QuickBooks, Stripe, and e-signature, and to 1,500+ other apps through Composio, and you can import clients, inquiries, and invoices from a CSV file. Practice-management software is not on the connection list today, so tell us what your firm uses.

Is client information safe?

Connections use HTTPS, the credentials you connect are stored encrypted, each business's data is logically separated from every other business's data, and access is role-based. We do not claim any certification today, and your firm stays responsible for its own professional and confidentiality duties. Read the security page.

Which practice areas is intake built for?

The intake steps are the same for any practice area: contact details, matter type, urgency, and location, then a conflict pre-screen. Each firm sets its own questions and rules. Nothing here is legal advice.

Book a 20-minute call

Put one AI employee on your intake

Tell us how your firm handles intake. We start on sample data.

Book a 20-minute call See how it works