AI AUTOMATED OUTBOUND CALLING

Your clients expect responsiveness. With LegalNavigator’s AI Outbound Calling, your firm can automatically initiate calls based on a wide range of triggers - from new leads to appointment reminders to payment follow-ups. Whether it’s re-engaging a no-show, reminding a client about a court date, or contacting a referral lead within minutes, our AI agent ensures that no opportunity or touchpoint slips through the cracks. *Status: in final development

Here's How it Works:

LegalNavigator’s AI agent monitors your intake and case workflows for specific triggers you define.

When a trigger occurs, the system automatically places an outbound call, engages the client or prospect using your firm’s script, and completes the action you choose - whether that’s booking a consultation, transferring the call, or simply providing an update.

✅ Lead Form Triggers: Instantly call new inquiries (speed-to-lead) so prospects hear from you before anyone else.

✅ Missed Calls: Automatically return missed inbound calls within minutes.

✅ Appointments: Remind clients of upcoming consultations or follow up after no-shows (when compliant).

✅ Retainer & Documents: Call clients with unsigned agreements or incomplete paperwork.

✅ Case & Court Updates: Provide proactive outbound reminders for milestones and hearings.

✅ Payments: Trigger a friendly call reminder for overdue bills.

✅ Referrals & Past Clients: Keep relationships warm with automated check-ins and referral partner engagement.

✅ High-Priority Cases: Trigger immediate outbound calls when a case meets your “hot lead” criteria.

Benefits for Law Firms

✅ Never Miss a Moment: Calls can be triggered from multiple sources, not just new leads.

✅ Improve Conversions: More live conversations lead to more signed retainers.

✅ Boost Client Satisfaction: Proactive updates and reminders show care and professionalism.

✅ Save Staff Time: Automates repetitive follow-ups so your team can focus on high-value work.

✅ Maximize ROI: Get the most out of every lead source, client, case, and marketing dollar.

What the Agent Can Do

Rapidly reach new leads after form submissions
Qualify cases using your custom criteria
Book consultations on your calendar
Warm-transfer calls to the right attorney or staff member
Provide status updates and reminders
Confirm opt-in, preferred language, and next steps
Log and record calls and outcomes directly into your CRM or case management systems
Speak in both English & Spanish With Clients

HOW TO GET STARTED

EXISTING CLIENTS

If you’re already a LegalNavigator.ai user, simply add the Automated Document Signing option to your current subscription. Please click on the button below to email your request to Shane Criss...

NEW CLIENTS

If you’re new to LegalNavigator.ai, CLICK HERE to schedule a 15 minute DEMO of our system to see and discuss how LegalNavigator.ai can help your law firm.

SCHEDULE A 15 MINUTE DEMO

SETUP

During onboarding, we’ll help you update and automate your existing retainer document and configure exactly when you want the automated texting and signing process to trigger after a client is qualified.