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aicrmz.com
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Use cases
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Law firms
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Use case · Law firms
Every matter and deadline tracked.
Firms use aicrmz to log client contact, track deadlines and follow up on new enquiries.
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How we build it
The problem today
×
Enquiries not followed up
×
Client contact scattered
×
Deadlines in calendars only
The outcome
More signed matters and nothing forgotten.
Talk to us about this
How it runs
Step by step.
1
Enquiry logged from a call or chat
2
Follow-ups until a consult is booked
3
Matter activity logged automatically
4
Deadlines surfaced daily
The agents involved
Auto-logging agent
Captures every call, email and meeting automatically.
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Follow-up agent
Drafts follow-ups in your voice for approval.
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Next-best-action agent
Tells your team who to contact and what to say.
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More use cases
Clinics & hospitals
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Schools & edtech
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Wellness & fitness
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Agencies & creators
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Accounting & finance
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Real estate
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