Praxis is an AI platform for law firm client intake, onboarding, and billing. It connects the steps from a prospective client's first inquiry through signed engagement, matter setup, and invoicing in one system, with the lawyer supervising and approving the work.
Key features and functions include:
Inquiry Response and Qualification
Answers incoming client inquiries and qualifies prospective clients against the firm's own intake rules.
Automated Conflict and Compliance Checks
Runs conflict checks and compliance screening on prospective clients during intake.
Consultation Scheduling
Books consultations with qualified prospects and prepares attorneys for each meeting.
Document Collection and Verification
Collects the documents needed from new clients and verifies them.
Engagement Letters and Payment
Sends engagement letters for signature and processes payment.
Client Portal
Gives clients a portal to access the engagement.
Matter Setup and Workflow
Prepares new matters once the engagement is signed, and keeps active matters moving through their workflows.
Invoicing and Billing
Handles client invoicing and billing within the same system.
Connected Client Records
Keeps client files and documents connected and searchable across the client journey.
Practice Analytics
Provides reporting and insights on the firm's intake and practice operations.
Lawyer Supervision
Keeps the lawyer in a supervisory role, reviewing and approving work while the AI handles the administrative steps in between
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