Records requests followed up by hand
Medical records and documents are requested, then someone checks the inbox and chases whatever hasn't come back.
Law firms: Which records have come back on each matter, and which still need chasing?
For law firms: agents that track records and document requests across your matters, spot what has arrived and draft the follow-ups. Agents draft and prepare; a person at your firm approves every outgoing message.
- ISO/IEC 27001 and ISO 9001 certified
- We stay until your team uses it daily
Where the week goes
Recognize this?
Intake typed in by hand
New-client details arrive through web forms and email, and someone types them into your systems again.
Clients calling for status
Clients call to ask where their matter stands, and someone stops what they are doing to look it up.
What the agents take off the desk
AI agent workflows for law firms
The agent does the legwork. Your team makes the call.
Records tracking
- ArrivesRecords requests and the replies in your inbox
- Agent preparesMatches what has arrived to each request and lists what is still outstanding, by matter
- Your team approvesYour paralegal reviews the list
Follow-up drafting
- ArrivesRequests still outstanding
- Agent preparesDrafts the follow-up to the provider or client for each one
- Your team approvesA person approves every outgoing message
Finding documents
- ArrivesA question about where a document is
- Agent preparesSearches across email and shared folders and shows where it found it
- Your team approvesYour team decides what to use
Client intake
- ArrivesWeb forms and intake emails
- Agent preparesPrepares a draft intake record and lists names to check for conflicts
- Your team approvesStaff review the record and make the conflict decision
Status replies
- ArrivesA client asks where their matter stands
- Agent preparesDrafts a reply from the matter's own records
- Your team approvesThe responsible lawyer or paralegal approves it
You stay in control
Agents draft and prepare. A person on your team approves.
Nothing goes out unapproved
Agents create drafts. A person on your team approves every email, message, filing and payment record. By default, nothing is sent, filed or paid by an agent alone.
Block, don't guess
When records disagree, the agent stops and asks a person. A silent guess is treated as a defect.
A record of every run
What was done, why, and what is still open. Each decision shows its confidence and reasoning.
Inside the tools you already use
No rip-and-replace. The agents work inside your existing inbox and systems, and your team keeps the tools it knows.
Code does the arithmetic
Fetching, totals and filing are done by ordinary code. The model reads, matches and drafts.
Rules we live with ourselves
We run our own finance and admin on agents, under these same rules.
Work arrives from your email, web forms, shared folders and your practice management system.
Proof
From our own back office
An agent searched 50,830 emails for 28 missing documents, and proved 14 absent instead of guessing
Before we ask a client to trust agents with their operations, we trust them with ours. When our accountant queried 28 of our expenses, an agent searched 50,830 emails in one pass. It found 12 documents, found 2 in part, and proved the other 14 absent instead of guessing.
The same back office runs on agents every day: they collect vendor invoices from three mailboxes and a dozen supplier portals, download our bank and card statements, and reconcile every charge against an invoice.
Outgoing emails are created as drafts, and a person approves every one. When records disagree, the agent stops and asks.
Source: Wisflux internal task records, 2025–2026
- 50,830
- emails searched in one pass to answer our accountant's 28 document requests
- 12
- agent playbooks running finance, sales admin and people operations
- ISO/IEC 27001:2022 and ISO 9001:2015, certified by TNV System Certification, valid to October 2028.
- GDPR-ready practices.
- Read-only access to your data first; write access only when it is earned.
- Background checks for engineers, secrets in a vault, anonymized data outside production, and on-premises deployment where required.
- You own everything: code in your repository from the first commit, running in your cloud or on your premises.
- Confidentiality is built into how we work: read-only access first, background-checked engineers, secrets held in a vault, anonymized data outside production, and sensitive data kept on private, open-weight models.
How we start
One workflow first. Real data, drafts first.
- 01
Workflow review call
Our founder, Chandraprakash Sharma, walks through one workflow with you and says plainly whether an agent can take it on, and if not, says that too. There is no charge for this call.
- 02
Agent pilot
One workflow, on your real data, drafts first, with success criteria agreed before we start. Your team compares the drafts with its own answers.
- 03
Roll out, one category at a time
We switch on the standard cases first and train the people who will use it. Hard cases stay with your team until it is confident, and every draft is still approved before it goes out.
We stay until it is used: a project ends when your team uses the system daily, not when it goes live. Every engagement is quoted to its scope.
You see the work as it happens: daily progress notes, a demo every sprint, and a work report behind every invoice showing where each hour went.
Other ways to work with us: a fixed-scope build with milestones, a dedicated team of named engineers, or run and support for systems we built or inherited.
Questions
AI agents for law firms: common questions
Will it work with our practice management system?
The agents work inside the tools you already use: your email, web forms, shared folders and your practice management system. Nothing is replaced. We confirm the fit with your systems in a workflow review, before anything is built.
We've already tried ChatGPT or Claude for this. What do you add?
Many teams now try. The demo is easy; production is not: connecting your systems, measuring accuracy, keeping a person in the loop, handling the unusual cases and keeping it running. We build with the same AI tools, and we can teach your team as we go.
Who sees our data?
We are ISO 27001 certified. We start with read-only access, use read replicas instead of production credentials, keep secrets in a vault, and can keep sensitive data on private, open-weight models.
What if the agent gets it wrong?
Agents start by drafting only, and a person approves everything that goes out. We measure accuracy daily against your own examples, and every miss becomes a test case. Unclear cases stop and ask. Later, if you choose, a category that has proved itself can run without approval; that is your decision, never a default.
Do we have to change how we work?
No. The agents work inside your existing inbox and systems. We start with one workflow and its standard cases, while hard cases stay with your team. A person approves every draft, and we stay until your team uses it daily.
Are we locked in if it doesn't work out?
No. You own everything from the first commit: the code lives in your repository and runs in your cloud or on your premises. If we part ways, you keep everything.
Start with one kind of request.
Tell us how your team tracks records requests today. Tell us about one workflow. We'll walk through it with you and say plainly whether an agent can take it on — and if it can't, we'll say that too.
Book Discovery Call