AI Employee Roster · Law firms

The AI Paralegal

An AI employee built around the way your firm works.

Your team's attention is spread across client calls, emails, documents, deadlines, and matters in progress. The AI Paralegal helps connect that work — it identifies what needs follow-up, prepares drafts, answers questions about a matter, and gives your team a clear view of what comes next.

Configured for your firm's practice areas, processes, templates, and standards. Working alongside your attorneys and staff, with the access and authority you choose to give it.

See what it could do Call 888-421-5550
Or see a typical day
An attorney and a colleague reviewing a draft on a laptop in a glass-walled Miami law office
AI Paralegal
[email protected]
Included on your matters Available after hours
Identity
Its own name and firm email
Works with
Attorneys and staff
Available
Whenever work comes in
Starts in
Supervised mode
Trained on
Your templates and checklists
Part of the team

A team member your staff can work with

Your AI Paralegal can have its own name and firm email address. Staff can include it on a matter, send it instructions, and review the work it prepares.

Its activity is visible to your team, so you can see what it found, what it drafted, and what still needs a decision. It can be available whenever work comes in, including after hours — a late client message can be organized and ready for your team when the day begins, even when no one is at their desk to respond.

  • What it found
  • What it drafted
  • What needs a decision
Matter: Client update
Attorney to [email protected]
Draft an update explaining what we received, what is still missing, and what happens next.
AI Paralegal reply
Draft attached, built from the matter file and our client-update template. One question before it's final:
The file shows two dates for when the records arrived. Which should the update use?
Review draft Answer question
Illustrative example of an instruction and reply

What your AI Paralegal can do

Five kinds of work that eat into a legal team's week — each one prepared for a person to confirm.

01

Keep track of the details that need follow-up

A client promises to send a document. Someone asks a question in a shared inbox. A staff member commits to calling back. Those small commitments are easy to lose when they sit in different conversations.

With access to the appropriate emails, call records, and matter information, your AI Paralegal can identify these unfinished tasks, connect them to the right matter, and bring them to the team's attention. Your staff confirms the next action and closes the item when it's done.

Open commitments
Needs confirmation
  • Client said they'd send the signed authorization
    Email Matter linked
  • Question in the shared inbox is still unanswered
    Shared inbox Matter linked
  • Staff member committed to a callback
    Call record Matter linked
  • Requested bank statements received
    Closed by staff
02

Draft work using your firm's context

An attorney can ask for a first draft of correspondence, a client update, a document checklist, or a filing. Instead of a blank page, the AI Paralegal works from the matter materials, instructions, and templates your firm authorizes.

For substantive work, the attorney provides direction, reviews the draft, and decides what belongs in the final version.

It asks instead of guessing. If an important fact is unclear, the AI Paralegal flags the gap rather than filling it in.

Client update — draft
1 open question
Firm template Matter materials Attorney instructions
Flagged for attorney
Two different receipt dates appear in the file. Not guessing — which is correct?
03

Answer questions about active matters

"What did we promise this client?" "Which documents are outstanding?" "What needs review before the next filing?"

Your team can ask questions like these and get an answer drawn from the matter information the AI Paralegal is allowed to access. Where available, it points staff back to the underlying records so they can check the source.

Which documents are still outstanding on this matter?
Two items are still open:
  1. Signed authorization form
  2. Prior-year statements requested at intake
Sources
Intake email Matter checklist Call note
04

Help manage dates and daily priorities

Your AI Paralegal can help surface upcoming deadlines, appointments, filing windows, and tasks that need attention. It prepares a morning briefing with urgent items, open follow-ups, and drafts awaiting review — then an end-of-day summary of what remains.

The goal is a practical action list your team can use.

People remain responsible for verifying and managing critical dates.

Morning briefing
Today's priorities
Upcoming dates & filing windows
For staff to verify
Client requests needing answers
Linked to their matters
Promised callbacks & missing documents
Open follow-ups
Drafts ready for review
Awaiting attorney or staff
End-of-day summary follows at close
05

Prepare thoughtful client communication

Your AI Paralegal can draft routine updates and replies in your firm's voice — including multiple languages where needed. It uses the matter's current information to prepare a relevant response, then routes it through the approval process your firm sets.

When a client asks for an update after hours, it identifies the matter, checks the available status, and prepares a response for a team member to review the next morning.

  1. After hours · client message

    "Any news on my case? Just checking where things stand."

  2. Matter identified · status checked

    Connected to the right matter and its current information.

  3. Reply drafted · awaiting approval
    EN ES
    Ready for a team member in the morning

Picture this working on your matters

Tell us where follow-ups slip and drafts pile up. We'll show you what an AI Paralegal configured for your firm would take on first.

Talk to BASG Call 888-421-5550
A typical day

See it in a typical day

From the first briefing to the message that arrives after everyone has gone home.

A small law firm team reviewing the morning briefing on a tablet in a glass conference room
8:00 a.m.
The day starts with a clear list
An empty law office at night with a laptop glowing beside a case file and the Miami skyline outside
After hours
Still organizing when the office is empty
  1. 8:00 a.m.

    Your team starts with a briefing.

    Upcoming dates, client requests that need answers, promised callbacks, missing documents, and drafts ready for review — in one place.

  2. 11:30 a.m.

    A client sends a document.

    The AI Paralegal identifies the related matter, notes that the document has arrived, and prepares the next step for staff to confirm.

  3. 2:00 p.m.

    An attorney needs a draft.

    Instructions arrive by message or voice. It drafts from authorized matter materials and firm templates, then flags a factual question for the attorney.

  4. After hours

    A client asks for an update.

    The request is connected to the matter, and a response is drafted for review under the firm's communication rules.

Each step can be configured around how your firm actually works.

Map out your firm's day with us Call 888-421-5550

Your firm sets the boundaries

The AI Paralegal starts with supervised work. Autonomy is something your firm grants, one proven routine at a time — never something it takes.

How responsibility can grow
Illustrative · pace set by your firm
Supervised-first autonomy for the AI Paralegal A stepped chart. Independent steps start at a supervised baseline where every draft and action is reviewed. The firm can expand scope to proven routines, then to more routines with oversight and an activity record. A band at the top marks substantive legal work, which always stays under attorney direction and review. Substantive legal work Always under attorney direction and review Supervised every draft reviewed Proven routines firm opts in, step by step Expanded routines with oversight + activity record AS WORKFLOWS PROVE RELIABLE → STEPS IT MAY TAKE ALONE

Your firm decides

Four controls, set by you and changeable at any time.

  • What it may access
    Which inboxes, call records, matter files, and templates it can see.
  • What it may prepare
    Which drafts, checklists, summaries, and replies are in scope.
  • Who approves its work
    Which attorney or staff member signs off on each kind of output.
  • Which actions it may take
    Which proven routine steps, if any, it can complete on its own.

Want to talk through access and approvals?

We'll walk your partners through what the AI Paralegal would see, what it would prepare, and who signs off — before anything is switched on.

Ask about boundaries Call 888-421-5550
Configured, not generic

Built for your practice, not a generic chatbot

A useful AI Paralegal needs to understand more than legal vocabulary. It needs to follow your firm's checklists, use your templates, recognize how you organize matters, and know when to bring a question to a person.

BASG configures the role around your workflows and refines it with your team's feedback. If an attorney prefers a different structure for a draft, or a staff member corrects a recurring step, that guidance can be incorporated into how the AI Paralegal works going forward.

Configure, work, review, refine: the AI Paralegal improves with your team's feedback Your firm's way of working Configure Work Review Refine
Generic chatbot
AI Paralegal
  • Knows legal vocabulary
    Follows your firm's checklists
  • Starts every draft from a blank prompt
    Uses your templates and matter materials
  • Has no idea how your files are organized
    Recognizes how you organize matters
  • Answers confidently, even when unsure
    Knows when to bring a question to a person
  • Forgets corrections by the next chat
    Incorporates your team's feedback going forward
The result: an AI employee designed to support the way your firm serves clients.

What could your team hand off?

The right starting point depends on your practice and where your people spend their time. For one firm it's intake; for another it's drafts. Most start with one.

Start here? · 01

Intake & client follow-up

New inquiries organized, promised callbacks tracked, and routine replies drafted for review.

Start here? · 02

Organizing matter information

Arriving documents matched to matters, outstanding items kept current, answers one question away.

Start here? · 03

Preparing drafts

Correspondence, client updates, document checklists, and filings started from your templates.

Start here? · 04

Keeping priorities visible

A morning briefing and end-of-day summary so nothing important waits unnoticed.

Let's identify the work your team repeats every week — and design an AI Paralegal around it.

Talk to BASG about an AI Paralegal Call 888-421-5550

AI Paralegal — Common Questions

What law firms ask before bringing an AI employee onto the team.

Question we didn't answer?

Call and ask. You'll speak with someone who can explain how the AI Paralegal would work at your firm.

Send us a question Call 888-421-5550
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Talk to BASG about an AI Paralegal

Tell us where your team's week goes. We'll show you what an AI Paralegal configured for your practice could take on first.

Talk to BASG 888-421-5550

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