Tier 2 · Back Office
Operations Hub
Deadlines monitored, clients onboarded in minutes, calls transcribed and filed — double-entry admin work eliminated end-to-end.
Ops AgentActive
Alert AgentActive
Transcription AgentActive
Deadlines Tracked
34 active
0 missed
Onboardings This Month
11
avg 4.2 min per client
Call Notes Auto-Filed
28
0 manual transcriptions
Staff Hours Eliminated
19 hrs
this month
Deadline Tracker
Live across every matter
- SantosPersonal InjuryAtty. RiveraResponse deadline: Sep 237 days30-day
- WalshFamily LawAtty. ChenHearing: Aug 1419 days30-day14-day
- TorresCivil LitigationAtty. RiveraDiscovery cutoff: Jul 305 days30-day14-day7-day
- KimEstate PlanningAtty. PatelFiling: Aug 2833 days30-day
- [New]Criminal DefenseAtty. ChenArraignment: Jul 272 days30-day14-day7-dayURGENT — escalated
- JohnsonEmploymentAtty. RiveraDemand response: Aug 510 days30-day14-day7-day
- NguyenReal EstateAtty. PatelClosing: Aug 16 days30-day14-day7-day
Client Onboarding Pipeline
Link → Signed → Paid
- Link Sent
- ID Verified
- Retainer Signed
- Payment Collected Onboarded
- Jennifer WalshStep 4 of 4
✓ Complete — 3m 47s total
- Marcus LeeStep 2 of 4
⏳ Awaiting retainer signature
- Priya PatelStep 1 of 4
⏳ Sent 8 min ago
Average onboarding time: 4.2 minutes. Previous (manual): 2–3 business days.
Call Transcription Feed
Recorded → Filed → Done
- Maria Santos· PI matter12 min
Transcribed by: Transcription Agent · Filed to: Santos_PI_#2201
- Liability clear per client
- 3 witnesses identified
- Medical records needed from St. Luke's
- David Kim· Estate Planning8 min
Transcribed by: Transcription Agent · Filed to: Kim_Estate_#1847
- 4 beneficiaries confirmed
- Existing will to be superseded
- Schedule signing ceremony
- Anonymous consult· Inbound6 min
Transcribed by: Transcription Agent · Filed to: New_Consult_Queue
- Employment discrimination claim
- Timeline established
- Referred for conflict check
Before / After
What attorneys no longer do
Before
- Manually track deadlines in spreadsheets → Risk of malpractice exposure
- Chase client signatures for 2–3 days → Lost momentum
- Transcribe call notes by hand → 30 min per call
- Draft routine letters from scratch → 3–5 hrs/week per attorney
After
- n8n monitors all dates → auto-alerts 30 / 14 / 7 days out
- One client link → signed, verified, paid in <5 min
- Vapi records → AI transcribes → auto-filed in seconds
- AI drafts from matter type → attorney reviews in 2 min