Law Firms CRM

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  1. Law Firms CRM
  2. Agent assistance
Reference

Put an AI agent to work in Law Firms CRM

Use Proto to prepare prospect records and inspect decision context.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Relationship Owner: Summarize due activities and the current status of assigned opportunities before a client call.
  • Sales Manager: Assemble the opportunity revision, earlier decision and attachments for review.
  • Conflict Reviewer: Show submitted intakes with their parent opportunity and named reviewer.
  • Auditor: Locate the receipt, decision and attachment trail for a selected opportunity.

What stays with a person

  • A person decides whether to accept an intake and what review decision to record.
  • Proto can prepare the linked facts and draft a suggested next step for the responsible person.
  • Confirm the parent opportunity and current revision before acting, and keep each decision on its own record.

A person decides whether to accept an intake and what review decision to record. Proto can prepare the linked facts and draft a suggested next step for the responsible person. Confirm the parent opportunity and current revision before acting, and keep each decision on its own record.

Set up Law Firms CRM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started