AI automation for law firms and agencies

Why does intake speed matter for firms and agencies?

If a new inquiry waits a day or more for a response, prospective clients often move on to a competitor. An AI agent that responds immediately, gathers the basics, and schedules a consultation keeps that lead active.

This is typically the highest-leverage fix, since it directly affects how many inquiries convert to signed engagements.

Can billing and time tracking be automated?

If billable time and invoicing are tracked manually, automating the capture and invoice generation reduces administrative hours and helps revenue that's already earned actually get billed and collected.

This is often where firms recover the most revenue that was already earned but slow to invoice.

How does automation help with matter or project knowledge?

If knowledge about past matters or projects lives with individual attorneys or consultants, a searchable knowledge base lets the whole team find precedent, templates, and prior work without interrupting a senior person.

This speeds up new work and reduces the risk of losing institutional knowledge when someone leaves.

What about onboarding a new client or engagement?

If opening a new matter or engagement means manually chasing documents, conflicts checks, and setup across systems, a structured workflow with reminders shortens that process and reduces early back-and-forth.

This also improves the client's first impression, since nothing is missed in the opening weeks of the relationship.

Frequently asked questions

Will this replace attorneys or consultants?

No. It removes repetitive intake, billing, and knowledge-retrieval work so your team spends more time on the advisory work clients are actually paying for.

Does this work with the practice management or project tools we use?

Terso builds around your existing practice management, billing, and document systems rather than replacing them.

Is client and matter data handled securely?

Yes. Access to any connected system is least-privilege and audit-logged, and your data is always exportable and yours.

What's a strong first project?

Intake response or time-tracking and billing automation are usually the fastest wins, since both directly affect revenue that's already at stake.

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