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AI Agent for Lawyers: Collects Reports & Schedules Suitable Clients

The agent doesn't give opinions. It explains services, logs reports, and schedules. Case analysis, deadlines, and conduct remain with the lawyer.

Our Clients Companies that trust the operation

+180k

Messages and media exchanged every day

+1,200

Companies that trust our solutions

+40k

Automations built on our platform

O que é Agente de IA para Advogados

The AI Agent for Lawyers from Nexloo automates the acquisition and screening of potential clients for law firms. When a lead seeks legal advice via WhatsApp or chat, the agent collects case information, identifies the area of law, and schedules a consultation with the specialist lawyer — all within minutes.

Firms that rely on referrals and digital traffic lose cases due to delayed responses. The agent ensures instant service, filters out unqualified demands, and delivers qualified cases with complete context to the lawyer. Integrated with the Nexloo omnichannel platform, it centralizes communication with clients.

Results

Benefícios do Agente de IA para Advogados

What changes in the office when screening no longer consumes lawyer hours.

3x

More consultations scheduled per month

Legal leads attended to in minutes schedule consultations before seeking other firms.

70%

Reduced case screening time

The agent collects case information and identifies the area of law before involving the lawyer.

24/7

Continuous client acquisition

Potential clients seek lawyers outside business hours and need immediate responses.

50%

Less time on unqualified cases

The agent filters out demands that do not fit the firm's areas of practice before the consultation.

Features

Funcionalidades do Agente de IA para Advogados

Recursos projetados para transformar o atendimento no segmento de advogados.

Intelligent screening by area of law

Identifies whether the demand is civil, labor, criminal, family, or corporate with targeted questions.

Structured collection of case information

Gathers facts, deadlines, existing documents, and urgency for the lawyer to evaluate before the consultation.

Appointment scheduling with a specialist

Directs to the correct area lawyer and schedules an available time in the professional's calendar.

Sending document checklist

Guides the client on necessary documents for the consultation based on the identified case type.

Follow-up with clients in analysis

Follows up with clients who requested quotes but did not respond, maintaining active relationships.

Conversational context memory

The agent remembers information from previous interactions with the same contact for ongoing and personalized conversations.

Training through your knowledge base

The agent learns from their documents, price lists, policies, and website pages. The responses come from what your company wrote, not from generic internet knowledge.

Qualification through sequential questions

Instead of a disguised form, the agent guides the conversation: each response defines the next question, and what they discover becomes a filled field in the contact.

Handoff with context for the human

When the conversation needs human input, it reaches the agent with the entire history and a summary of what has already been gathered — no one asks the customer to repeat their story.

Configurable escalation rules

You define what the agent never responds to alone: out-of-table values, complaints, cancellation requests. Anything on the list goes straight to a person.

Conversation memory between sessions

The customer who returns two weeks later doesn't start from scratch. The agent picks up where they left off, with what has already been agreed upon and what is still pending.

Brand's tone of voice and vocabulary

Formal or casual, with or without emoji, using the terms your market uses. The agent writes like your company writes, not like a generic assistant.

Subject limits and secure response

Outside of what was trained, the agent doesn't make things up: they say they'll confirm and forward. It's the difference between a reliable assistant and one that invents prices.

Scheduling within the conversation

The agent checks availability, offers time slots, and confirms without switching apps. The client leaves the conversation with the appointment booked.

Sending documents and media

Catalog, price list, contract, invoice, or instructional video: the agent sends the right file at the moment they respond to the inquiry.

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Segments

Para quem é o Agente de IA para Advogados

The office formats that earn the most with an AI agent in triage.

Offices with multiple areas of expertise

3-20 lawyers with distinct specialties

Leads arrive without direction and the secretary cannot efficiently screen by specialty.

Freelance lawyers with digital presence

Individual professionals with active marketing

Invest in ads but lose leads by not responding to messages during hearings and meetings.

Offices focused on case volume

Operations with 50+ new leads/month

High volume of initial contacts makes it impossible to give individual attention in screening each case.

Sales and pre-sales operations

Starting from 3 users

They need to respond to the lead within the first few minutes and enter the human conversation already knowing the size, pain, and urgency.

Scheduling and confirmation

Starting from 3 users

They schedule, reschedule, and confirm all day long — repetitive tasks that consume the team and require no judgment.

Support and post-sale

Starting from 3 users

They receive the same question hundreds of times a month and need to reserve the human team for what is truly specific.

Billing and negotiation

Starting from 3 users

They need to approach at scale, record what was agreed, and escalate to a person when the negotiation deviates from the standard.

Recruitment and HR

Starting from 3 users

Handles candidates, collects documents, and explains benefits — high volume, low variation conversations.

Health and wellness services

Starting from 3 users

Handles appointment requests, exam results, and preparation guidance outside of business hours, when the reception is already closed.

Retail and e-commerce

Starting from 3 users

They concentrate pre-purchase questions and order tracking, with peaks on commercial dates that a fixed team cannot absorb.

Professional services and education

Starting from 3 users

They screen interested candidates and respond to the same list of questions before any conversation is worth a specialist's time.

Deals with long consultative selling

Starting from 3 users

They have cycles of weeks and need to keep the interested party warm between each human contact, without relying on someone to remember.

What sets us apart

Por que escolher Nexloo para Advogados

What's included in the plan for firms that communicate via WhatsApp.

  1. Language suitable for the legal context

    Formal and precise communication that conveys trust to the potential client of the law firm.

  2. Filtering of unqualified demands

    Identifies expired cases, outside jurisdiction, or unfounded claims before occupying the lawyer's schedule.

  3. Confidentiality and privacy preserved

    Sensitive case information is handled securely and accessible only to the designated lawyer.

  4. Integration with the lawyer's calendar

    Checks real availability and schedules consultations respecting existing hearing and meeting times.

Ecosystem

Integrations that simply work.

Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it

Where the conversation flows to

  • Parceiro OficialMeta
  • Zapier
  • HubSpot
  • Salesforce
  • RD Station
  • Pipedrive
  • API REST

Where the lead comes from, and where the team works after

  • Mais pedidaMeta Ads
  • Google Ads
  • Meta Lead Forms
  • Google Sheets
  • Google Calendar
  • Shopify
  • Slack

What's changing

Half of the contacts is not in your area.

In an office, the initial screening is done by someone who charges by the hour. Half of these conversations end with "we don't handle that type of case" — time wasted for the lawyer to discover something that could have been resolved with a question.

The operation, compared

Scenario
  • Initial inquiries triaged on the same day — today41%
  • Initial inquiries triaged on the same day — with the agent97%+56 p.p.
  • Contacts outside the scope occupying the lawyer — today46%
  • Contacts outside the scope occupying the lawyer — with the agent8%−38 p.p.

Illustrative scenario, not client measurements. The percentages are meant to compare the two modes of operation and vary according to each company's process. The example considers an office with two areas of practice and four lawyers.

In practice

How the agent does the office screening

The screening has three questions: what is it about, is it in our area, and is it worth a consultation. All three can be asked before any lawyer joins the conversation.

  1. Gather the report

    The agent asks what happened, when, and what the person has already tried — and records everything in the contact, in writing.

  2. Classifies by area

    The case is categorized into the areas the office serves, and what is outside receives a polite response instead of silence.

  3. Schedule the consultation

    Those who fit the profile choose the time in the conversation, and the appointment goes into the area lawyer's calendar.

  4. Maintains confidentiality.

    Each conversation is visible only to those with permission in the area, and access is revoked when someone leaves the team.

FAQ

Before sorting with an agent.

The most common questions about limits on what the agent responds to, confidentiality, report logging, and LGPD.

How does the AI Agent for Lawyers screen legal cases?

The AI Agent for Lawyers conducts a structured conversation with the potential client to understand the nature of the demand. It asks about the type of problem, parties involved, relevant deadlines, and whether documentation is already available. Based on the responses, it classifies the applicable area of law and assesses whether the case fits the firm's specialties. Qualified cases are directed to the lawyer with a complete summary of the collected information.

Can the AI Agent for Lawyers provide legal guidance?

No, the AI Agent for Lawyers does not provide legal guidance, opinions, or legal advice. This is the exclusive prerogative of a lawyer licensed by the OAB. The agent operates at the operational layer: screening, collecting information, scheduling, and directing. It informs the client that detailed consultation will be conducted by the lawyer during the scheduled meeting, maintaining ethical boundaries of the profession.

Does the AI Agent for Lawyers work outside business hours?

Yes, and this is one of the main benefits for law firms. Many potential clients search for lawyers at night and on weekends after experiencing situations that require legal assistance. The AI Agent for Lawyers captures these leads instantly, collects case information, and schedules a consultation for the next available time, ensuring that the firm does not miss opportunities due to unavailability.

Does the AI Agent for Lawyers maintain confidentiality of client information?

Absolutely. The AI Agent for Lawyers from Nexloo handles all collected information with confidentiality equivalent to that required by the Advocacy Statute and the OAB Code of Ethics. The data is encrypted, accessible only to the designated lawyer for the case, and is not used for training models or shared with third parties. The platform complies with the LGPD.

Can I customize the screening of the AI Agent for my area of practice?

Yes, the AI Agent for Lawyers is fully configurable by area of practice. Labor firms can set up questions about employment relationships, length of service, and severance pay. Family law firms can focus on property regimes, children, and assets. Each area has a specific screening flow that collects the most relevant information for the preliminary evaluation of the case by the specialist lawyer.

How much does the AI Agent for Lawyers from Nexloo cost?

Nexloo offers a free trial without a credit card for firms to evaluate the AI Agent. Plans are based on the volume of services and the number of lawyers. Considering that a single client acquired can represent significant fees, the return on investment is usually achieved with just a few new cases originated by the agent. Firms investing in digital marketing see immediate improvements in lead conversion.

Is the AI Agent for Lawyers compliant with OAB rules?

Yes. The AI Agent for Lawyers was developed in accordance with the guidelines of Provision 205/2021 of the CFOAB regarding advertising in law. The agent does not engage in improper client solicitation, does not promise results, and does not provide legal consulting. It acts as an operational tool for scheduling and screening, similar to a virtual secretary, maintaining compliance with the ethical standards of the profession.

Last step

Where is your office spends an hour

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