Contract Clause Extractor
Pulls the clauses that decide whether a matter is worth taking — term, renewal, liability, termination — out of the other side’s paper. A first read that tells you where to look. It is not a review, and it is not advice.
Example automations · as-is
Law Firms
The response deadline nobody diaried. The intake email that sat unanswered over the weekend while the client called three other firms. The document you rebuilt from a prior matter because it was faster than finding it. In a small firm every one of those is billable time lost — or a malpractice exposure you'd rather not think about.
Describe the work in plain English — "watch every matter's response deadlines and warn me at 30, 14, and 7 days; route new intake emails to the right attorney the moment they arrive" — and InTouch AI builds the workflow, runs it on your schedule, and tells you what needs attention. No scripts. No per-matter bill. And privileged client data never leaves your network.
InTouch AI lives on your own computer, not someone else's cloud. Matter files, client messages, settlement numbers — none of it leaves your office, and nobody else can get to it. Confidentiality isn't a promise you're trusting a vendor to keep — it's your clients' information simply staying on a computer you own.
Everything below is a real, ready-to-run automation you install with a click and point at your own docket — your matters, your deadline rules, your jurisdiction. You adjust it and check it first, and nothing client- or court-facing goes out on its own: every filing, response, and message is an attorney's to review and send.
What the old way costs you
A missed deadline is a missed deadline
Response dates, statutes of limitation, discovery cutoffs, hearing dates — the docket lives across a calendar, a case-management tool, and someone's memory. One gap and it's a blown deadline, a sanction, or a malpractice claim. Nothing in the practice is less forgiving.
Intake goes cold over a weekend
A prospective client emails Friday at 6pm. By Monday they've retained someone who answered first. Fast, consistent intake routing is the difference between a signed matter and a lead that evaporated.
Document assembly is reinvented every time
Engagement letters, standard motions, closing checklists — assembled by hand from the last matter that looked similar. Hours of copy-paste-and-fix that produce something you've produced fifty times before.
Billing and AR slip while you practice law
Time not entered is time not billed. Invoices not followed up on are receivables that age. The business of the firm loses to the practice of law every single week — until something is watching it for you.
Example AI skills
Describe the question, get a structured answer. Paste the input, read the result. Point it at your AI provider — or a local model, so nothing leaves the office at all.
PDF Form Filler
Matches structured data against a form template’s labelled fields and fills it, handling fuzzy naming (“DOB” against “dateOfBirth”) and combining fields where a form wants one box. The attorney checks every field before it goes anywhere.
Example automation workflows
Scheduled or trigger-driven. Each reads a source you already keep — a docket Sheet, a Gmail label, a Drive folder — does the work, and alerts the right person. It runs whether the week is calm or on fire.
Docket Deadline Watcher
Sorts open docket entries into 30/14/7/3/1-day windows and flags anything past due. It does not calculate deadlines from court rules — your firm enters the date it determined, and this is the second set of eyes on the calendar.
Intake Response Tracker
Finds new enquiries in Gmail, ages them, and flags anything waiting longer than your threshold. It never replies, and every digest opens by reminding you it has not run a conflict check. The Friday-5pm enquiry, caught on Saturday.
Matter File Check
Checks each matter’s folder against the documents the file should hold — engagement letter, signed retainer, conflict record — and reports what is missing and who owes it. A presence check; it does not open files or assemble documents.
Unbilled Time Digest
Unbilled time per matter with the age of the oldest entry, and receivables in 30/60/90 buckets. Arithmetic only, no AI. It does not issue invoices, does not contact clients, and does not touch a trust account.
How it works
1. Install
Grab the free Personal edition of InTouch AI and run it on the firm's server. Browse the InTouch Hub, pick the skills and workflows you want, click Install. No scripts to write, no outside IT consultant.
2. Adapt
Each workflow ships with placeholders — matter list, deadline rules, Drive folders, responsible attorneys. Read the README, fill them in against your jurisdiction, point it at your docket. Verify a run before you rely on it.
3. Schedule
Attach a daily schedule and walk away. InTouch AI runs it, alerts the right attorney, and logs every run — an audit trail that matters when a deadline is questioned. When a source format shifts, InTouch AI reads the failure, fixes what InTouch AI can, and tells you why. As a workflow earns trust, dial it toward fully deterministic: same result every time, zero per-run AI cost, fully audited.
What you don't get
Straight talk. No surprises after you install:
- No legal advice, and no auto-filing. InTouch AI watches deadlines, drafts, and organizes. InTouch AI does not practice law, calculate deadlines you haven't defined, or file with any court. Every legal judgment stays with a licensed attorney.
- No conflicts-check system. Nothing here checks for conflicts or can tell you whether the firm may act — Intake Response Tracker says so at the top of every digest it sends, precisely because a tidy list of new business creates pressure to reply fast. A real conflicts check runs against your full client database and your professional judgment. Don't skip your existing process.
- No unsupervised client or court communication. Drafts are queued for attorney review. Nothing goes to a client, opposing counsel, or a court without a human pressing send.
- No case-management replacement. InTouch AI works alongside Clio, MyCase, or your existing system — automating the follow-up and organisation around them, not replacing the system of record. Those systems have no connector yet; the workflows read from a Sheet your firm keeps.
- No warranty. These automations are free and provided as is. The licence disclaims all warranties, including merchantability, fitness for a particular purpose, and the accuracy, reliability or completeness of any result. A deadline reminder is a second set of eyes, not a guarantee — the responsible attorney owns every date, every filing and every decision.
Stop configuring. Start describing.
Personal edition is free. Install it on the firm's computer, point it at your docket and intake, and let it watch the deadlines, route the leads, and chase the receivables. And because it all runs on your own computer, privileged client data never leaves your office — nobody else can see it. That's the one promise a cloud vendor can't make to a firm bound by confidentiality.
Connectors law firms use
Every one installs from the hub and runs on your own server. Browse all over a thousand connectors, or describe what you need and the assistant builds it.
- DocuSign — Send, sign and track engagement letters and retainers via the DocuSign eSignature REST API.
- PDF — Generate PDFs, extract their text, read their metadata, and merge documents.
- File Management — Matter-file operations on your own disk: copy, move, list and test with wildcard and glob support.
- FTP / SFTP — Transfer files over FTP and SFTP — upload, download, list, rename, delete.
- QuickBooks Online — Query QuickBooks Online, read customers and invoices, create invoices, and fetch company details through the Accounting API v3.
- Xero — Read Xero accounting data — invoices, contacts, accounts and payments — through the Xero Accounting API.
- Harvest — Pull billable time entries, matters and clients from Harvest. Hand-built, paginates properly, and says when a result is incomplete.
- Slack — Post the deadline and intake alerts into the channel the firm already watches.
Every connector above is hand-built against the vendor’s real API, not transcribed from a public spec. Practice-management systems — Clio, MyCase, PracticePanther — have no connector yet; the workflows above read from a Sheet your firm keeps instead. Tell us which one you run and it moves up the list.