Three assistants around your law firm’s work.

From the first inquiry to the supporting documents, your assistants organize intake and follow-ups. Your lawyers receive the context needed to decide the next step and advise the client.

Reconnecting with contacts

Amélie

Amélie

She calls people your firm has authorized for follow-up and prepares a clear next step.

  • Uses your approved contact list and script.
  • Checks whether the person still wants a meeting.
  • Schedules callbacks and offers authorized appointment times.
  • Sends a summary to your intake team.

A practical example

Someone requested a consultation, then stopped responding. Amélie reconnects and offers the next step defined by your team.

What your team receives

An appointment, callback or transfer request, with the conversation history.

Reception and intake

Ava

Ava

She responds to inquiries and gathers the initial information your team needs to examine the request.

  • Answers connected calls, emails and messages.
  • Collects the reason, parties and stated dates.
  • Sends your approved intake questionnaire.
  • Routes stated urgent requests and defined cases to your team.

A practical example

Someone calls after receiving a demand letter. Ava gathers the document and stated date, then routes the request according to your protocol.

What your team receives

An intake record for your checks and your decision whether to accept the engagement.

Documents and working drafts

Zoé

Zoé

She prepares the administrative material so your team can focus on legal analysis.

  • Collects contracts, emails and documents from your checklist.
  • Extracts names, dates and references from PDFs and scans.
  • Flags missing fields and organizes follow-ups.
  • Prefills compatible templates for review.

A practical example

For a commercial lease file, Zoé gathers the lease and schedules, extracts the requested information and flags an expected amendment that is missing.

What your team receives

Filed documents, prepared fields and points for the professional to examine.

An example workflow to configure with you

Imagine a new inquiry arriving at the firm.

“I received an important document and would like to speak to a lawyer. I can send the contract and emails.”

  1. 1Ava

    The first contact is structured

    Ava gathers the parties, reason, contact details and stated dates using your questionnaire.

  2. 2Your team

    You authorize the next step

    The firm checks conflicts, urgency and acceptance of the engagement before proceeding.

  3. 3Zoé

    The documents are prepared

    Zoé starts the approved collection, files documents and prepares fields in your templates.

  4. 4Your team

    You analyze and advise

    The professional checks the information, interprets documents and approves any legal action.

At the end, your team has

  • Intake record and contact details
  • Received and missing documents
  • Extracted information for review
  • Conversation history and requested handoff

A workflow aligned with your firm’s rules.

Your intake procedures, document access and approval points determine what the assistants can do.

Phone and messaging
Ava uses approved answers and transfers defined situations to someone at the firm.
Calendar and intake
Appointments and questionnaires follow your rules, with prior approval where needed.
Matter management
Documents, summaries and templates reach the compatible workspace agreed with your team.
Responsible lawyer
Items requiring attention are flagged with their sources and collected context.

We test a representative workflow before opening it to clients. The firm retains conflict checks, assessment of deadlines, advice, signatures and filings. The assistants prepare information and apply your instructions.

Explore this workflow with my team

A good client can be lost before the first consultation.

A potential client calls about a separation, a dispute, a formal notice, an immigration issue or a business emergency. Your team is busy. The call is taken quickly, or goes to voicemail. A few notes are taken, but the key dates, the parties involved, the documents, the real urgency and the next step are missing.

The result: your team has to call back, complete, verify, file, follow up and re-enter the same information.

Missed or poorly qualified calls

A busy client rarely calls back — they call the next firm on their list.

Incomplete intake

Dates, parties or documents are missing, and you have to call back to fill the gaps.

Out-of-scope requests

Your team spends time on matters you'll never take on.

Scattered documents

Emails, attachments, photos: everything is spread out instead of in one file.

Double data entry

The same information is retyped from one tool to another, with the risk of errors.

Forgotten follow-ups

A pending signature or a missed deadline, and the file falls behind.

Before Tonexera: a vague message.
After Tonexera: a workable file.

Before

“A client called about a problem with their ex. Someone needs to call back.”

After
  • Marc Tremblay — family law
  • Child custody
  • Hearing set for July 12
  • Opposing party identified
  • Documents received
  • Court order missing
  • Consultation recommended

An AI system that prepares the file before it reaches your desk.

Tonexera builds a workflow tailored to your firm. The system can answer the call, ask the intake questions, identify the type of request, check your basic rules, send the right form, collect documents, create the client record and prefill PDFs — then hand a clean file to your team.

Your firm stays in control: the lawyer reviews, accepts or declines the mandate, validates the documents and makes every legal decision.
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From the first request to a file ready to review.

1

First request

The client calls, writes or fills out a form.

2

Intake questions

The AI asks the right questions, in order, without missing anything.

3

Qualification

The request is sorted by your practice areas.

4

Right form sent

The client receives the form suited to their situation.

5

Documents collected

Pieces are received, filed, and missing ones are flagged.

6

Record updated

The file is created or updated in your CRM or management tool.

7

Documents prefilled

Letters, PDFs and opening documents are prepared from the file.

8

Consultation proposed

An appointment is proposed directly in your calendar.

9

File ready to review

Your team receives a clear file, with the next action.

What we can automate in your firm.

Answering calls and incoming requests

Phone, form or message: every request is handled, day and night.

Document preparation

Letters and forms prefilled from the file's information. You validate before anything is sent.

File creation and updates

Each new request creates a complete record in your CRM, with no re-entry.

Potential conflict flagging

The system can flag potential conflicts based on available data. Final validation always stays human.

Reminders and follow-ups

Signatures, documents to receive and deadlines: no one is forgotten.

Scheduling consultations

The appointment is proposed and set in your calendar once the request is qualified.

It's not just a chatbot. It's a complete workflow.

A simple chatbot answers a few questions. Tonexera connects the steps: call, intake, qualification, form, documents, CRM, appointment, follow-ups and human validation.

Voice
Form
Documents
CRM
Calendar
Email
Team

The AI prepares. The lawyer keeps the judgment.

  • The AI does not give legal advice.
  • The AI does not accept mandates.
  • The AI does not replace the lawyer.
  • The AI does not sign documents.
  • The AI makes no sensitive decision without human validation.
  • The AI structures information and automates repetitive tasks.

What your team receives.

After each qualified request, your team can receive a complete file.

File — ready to reviewComplete
  • Clear summary of the situation
  • Client contact details
  • Area of law involved
  • Important dates
  • Parties involved
  • Documents received
  • Missing documents
  • Urgency level
  • Proposed next actions
  • Potential conflicts to check
  • Link to the case file
  • Appointment proposed or confirmed

For which types of firms?

The workflow adapts to your firm's practice areas.

Family lawImmigrationCivil litigationHousing lawBusiness lawEmployment lawMultidisciplinary firmsSmall overloaded firmsGrowing firms

How Tonexera sets up the system.

01

Audit of your current process

We look at how your requests arrive today and where information is lost.

02

Identifying repetitive tasks

We target what can be automated without touching your judgment.

03

Building the custom system

We build the workflow tailored to your firm and practice areas.

04

Testing with your real scenarios

Real call types, real documents: we validate on your reality.

05

Progressive rollout

We deploy step by step, without disrupting your team.

06

Adjustments from your feedback

We refine the system with your team until it fits perfectly.

Frequently asked questions from law firms

No. The system gathers and organizes information. Legal advice stays exclusively with your lawyers.

See what Tonexera can automate in your firm.

Book your free AI audit. We look together at how your new requests arrive today, where information is lost, which tasks can be automated and what a system tailored to your firm could look like.

  • 30-minute audit
  • No commitment
  • Demo with your process
  • Our AI assistant calls you after booking
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Pick a time slot. Within seconds, our AI assistant calls you to prepare your free audit — a live demo of what Tonexera builds inside your firm.

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