Intake, conflicts, and client updates, handled by agents.
LoopLlama runs crews of AI agents inside the tools your firm already uses — Outlook or Gmail, your matter database, DocuSign, Google Calendar, HubSpot or Salesforce, and Twilio — to qualify inquiries, check conflicts, send engagement letters, chase documents, and keep clients informed. Nothing goes to a client or into a matter record without a human approving it.
From first inquiry to closed file, without the intake backlog.
Intake & conflicts
Read inquiries from the website, phone notes, and referral emails, capture the parties and matter type, run a conflict check against your matter database, and put a summary in the intake attorney's queue.
Engagement & onboarding
Draft the engagement letter from the matter details, send it through DocuSign, request the retainer and intake documents, and follow up until the file is open.
Documents & deadlines
Request records and evidence from clients and third parties, chase what's missing, and add key dates to the responsible attorney's calendar with reminders ahead of each one.
Client updates & billing
Draft a plain-English status update per active matter every two weeks, answer routine 'where are we' emails from the matter record, and follow up on unpaid invoices with the right tone.
Every new inquiry checked against every matter you've ever opened.
Connect your matter database once. When an inquiry lands, an agent extracts the prospective client, adverse parties, and related entities — including spellings and prior names it can infer — and searches your matters, clients, and parties tables for each. It reports exact hits, likely hits, and what it couldn't resolve, so the intake attorney makes the call with the record in front of them.
- Read-only against the matter database — agents never open or close matters
- Name variants and related entities are searched, not just exact strings
- Every hit is cited to the matter it came from
- The clearance decision stays with an attorney
postgres_query → SELECT m.matter_no, m.client, p.name AS party,
p.role, m.status FROM matters m JOIN parties p ON p.matter_id = m.id
WHERE p.name ILIKE ANY (ARRAY['%Castellano Holdings%',
'%Castellano%', '%CH Property Group%'])
→ [
{ "matter_no": "2023-0412", "client": "Riverbend LLC",
"party": "Castellano Holdings, Inc.", "role": "adverse", "status": "closed" },
{ "matter_no": "2025-0087", "client": "Castellano Holdings, Inc.",
"party": "Castellano Holdings, Inc.", "role": "client", "status": "active" }
]
conflicts → "Prospective client Marisol Ortega wants to sue
Castellano Holdings over a commercial lease. Castellano is
a CURRENT client on matter 2025-0087 (active). Likely
direct conflict — routing to intake attorney with both
matters attached. Also found a 2023 closed matter where
Castellano was adverse; noted for completeness..."Crews a firm can run this week.
Describe the job in plain English and the workflow builder drafts a crew grounded in your own matter and client fields. These are the ones firms start with.
New-matter inquiry triage
Read inquiries, capture parties and matter type, screen against practice areas you take, and summarize for the intake attorney.
Conflict check
Search the matter database for every party and related entity in a new inquiry and report exact, likely, and unresolved hits.
Engagement letter & retainer
Draft the engagement letter from the matter details, send it through DocuSign after approval, and follow up until it's signed.
Client document collection
Request the documents each matter type needs, follow up on a schedule, and mark the file complete when everything is in.
Key-date calendaring
Read deadlines from court notices and correspondence, add them to the attorney's calendar, and remind the team ahead of each one.
Biweekly matter status update
Draft a plain-English update per active matter from the record and recent activity, queued for the attorney's approval.
Agents draft. Your team approves.
Turn on approval for a workflow and every sensitive action — sending an email or text, creating or updating a record, writing a row — pauses the run and shows your operator exactly what the agent is about to do. Approve, reject with a reason, or answer the agent's question, from the dashboard or the API. Every step is recorded with its tool calls and tokens, so you can always see who approved what.
Built on what you already run.
Bring your own OAuth apps and credentials; everything is encrypted and scoped to your account. Missing a system you rely on? Tell us — connectors are how we prioritize.
Put a crew on this week's intake.
Start free, connect your inbox and matter database, and run conflict checks on your next twenty inquiries. Upgrade when it earns its keep.