Ten typical roles of a small law firm, notary office or legal consultancy, with the weekly tasks of one full-time person and the part MyChatBot agents can take.
In a law firm the repeatable work sits at the front door: the same first questions, contact details and matter type, booking a consultation and following up with people who went quiet. AI agents take that layer and answer from the firm's own materials, while lawyers keep legal advice, drafting, review, court work and every decision, and the books stay with the accountant. A person sets the agents up, writes down when they hand a chat over and reviews what they publish, and the content, research and report routines need a plan with an agents budget.
Hours are modelling assumptions for one full-time person. The status shows who does the task: MyChatBot out of the box, a routine or connector you set up, or a person.
What a manager tracks: Client retention and referrals · Quality and risk control of delivered work · Team stability and firm profitability
| Task | h/week | Who does it | MyChatBot capability |
|---|---|---|---|
| Set firm strategy, practice areas and the fee modelDirection and pricing of legal services are the partners' decisions. | 6 | Person | — |
| Meet the largest clients and pitch for major mandates | 8 | Person | — |
| Handle the most complex and sensitive matters personally | 9 | Person | — |
| Decide which matters the firm accepts, including conflict and risk checksEngagement decisions need a lawyer's judgement. | 3 | Person | — |
| Coach lawyers, review the quality of work and make hiring decisions | 6 | Person | — |
| Go through accounts and budget with the accountant | 3 | Person | — |
| Read the weekly summary of inquiries and unanswered questionsNeeds chats and leads on the Sales Platform and an agents balance; someone runs it, the partner decides. | 2 | MyChatBot does it | Summarise last week's chats and leads into a report |
| Read news on named legal topics and competing firmsThe partner types the topics and firms; the brief comes with links and a lawyer checks the substance. | 2 | MyChatBot does it | Watch competitors and market news and write a brief |
What AI agents handle: AI agents write the weekly summary of what people asked in your connected chats and what went unanswered, and brief the partner on news about the legal topics and competing firms they name.
What stays with the person: Strategy, fees, the largest client relationships, the decision to accept a matter, the most sensitive work and every decision about people and money stay with the partners.
What a manager tracks: Qualified consultation requests · Cost of winning a client by channel · Referral partner activity
| Task | h/week | Who does it | MyChatBot capability |
|---|---|---|---|
| Plan practice-area campaigns and agree the messaging with partners | 6 | Person | — |
| Build referral relationships with accountants, banks and business associations | 6 | Person | — |
| Organize webinars, client events and speaking slots | 5 | Person | — |
| Set up, run and adjust paid search and social adsMyChatBot does not edit campaigns, bids or budgets in ad platforms. | 7 | Person | — |
| Build and publish a landing page for a practice area or fixed-fee serviceOne scrolling page on a page.mychatbot.app address; a lawyer checks every statement about law and fees. | 4 | MyChatBot does it | Build and publish a landing page from a written brief |
| Draft captions, hooks and message variants for campaignsAttach the firm's FAQ as knowledge; a lawyer approves the wording against the advertising rules that apply. | 4 | MyChatBot does it | Write captions, hooks and post variants in bulk |
| Send each new website-form inquiry a first message within minutesNeeds the form mailbox as an Email channel plus Personal WhatsApp, Telegram account or Email; contact-less leads skipped. | 3 | MyChatBot does it | Message a new website-form lead within minutes |
| Find decision makers at target companies for a retainer or corporate-legal offerCredits are prepaid after the free start; the firm must contact people lawfully. | 3 | MyChatBot does it | Find new business contacts by title, company and location |
What AI agents handle: AI agents build and publish landing pages, draft caption and message variants, message new website-form leads within minutes and build lists of contacts at target companies.
What stays with the person: Campaign strategy, referral partnerships, events, paid advertising and the final check of every claim a lawyer must stand behind stay with the marketing manager and the partners.
What a manager tracks: Posting consistency against plan · Inquiries arriving from comments and messages · Accuracy of published legal information
| Task | h/week | Who does it | MyChatBot capability |
|---|---|---|---|
| Plan the week of posts: formats, topics and hooksDelivers a plan with captions to paste; it does not schedule or publish; a lawyer picks the topics. | 3 | MyChatBot does it | Write a 7-day content plan with captions |
| Write captions and post variants from your brief and the firm's FAQAttach the firm's FAQ as knowledge; a lawyer checks every legal statement before it goes live. | 4 | MyChatBot does it | Write captions, hooks and post variants in bulk |
| Produce reel packs with captions and optional musicThree reels and captions per pack; the plan and price show first; a lawyer reviews every reel. | 3 | MyChatBot does it | Produce three reels with captions, music and a posting plan |
| Reply to comments and move real requests into DMsOn Instagram the commenter must accept the message request; instructions should rule out legal advice in comments. | 4 | MyChatBot does it | Reply to post comments and continue the sale in DMs |
| Publish approved posts on scheduleNeeds connected accounts, a posting token as a custom connector and a qualifying plan; no approval step. | 3 | Possible with setup | Publish finished posts to social accounts on a schedule |
| Write explainers on legal changes and client stories together with a lawyerClient stories need the client's consent and a confidentiality check. | 9 | Person | — |
| Photograph and film the team, the office and events | 6 | Person | — |
| Agree reputation rules and handle sensitive public comments with the partnersComplaints and public disputes need a person, not a template. | 6 | Person | — |
What AI agents handle: AI agents draft the weekly plan and captions, assemble reel packs, reply to comments and move real requests into DMs and, once a person sets it up, publish approved posts.
What stays with the person: Legal explainers, client stories, filming and every sensitive public comment stay with the SMM manager and the lawyers who check what goes live.
What a manager tracks: Time to first reply · Share of inquiries that become booked consultations · Quality of the intake notes lawyers receive
| Task | h/week | Who does it | MyChatBot capability |
|---|---|---|---|
| Answer first questions from website visitors about services, process and what to bringSomeone pastes the snippet into the site; answers come only from the FAQ and documents you connect. | 4.5 | MyChatBot does it | Answer visitors in a chat widget on your website |
| Answer inquiries on WhatsApp, including voice notesThe official channel needs a WhatsApp Business account and approved templates for messages the firm starts. | 4 | MyChatBot does it | Answer customer questions on WhatsApp |
| Answer inbound calls, qualify the caller and book by voiceNeeds a SIP trunk or Twilio number; a person sets the condition for transferring a call. | 3 | MyChatBot does it | Answer inbound phone calls with an AI voice assistant |
| Collect name, contact details, matter type and urgency, then set labels and stageFields, labels and statuses must be created first; it collects facts and does not assess the case. | 4 | MyChatBot does it | Qualify a lead and set its labels and funnel stage |
| Create a lead record for each new inquiry and match repeat contactsRepeat contacts are matched by phone first, then by email. | 2 | MyChatBot does it | Turn every new conversation into a lead record |
| Book initial consultations in the lawyers' calendarsSomeone signs in with Google and ticks the calendars; it books in the firm's timezone, not the client's. | 3.5 | MyChatBot does it | Book appointments into Google Calendar and check free time |
| Call back urgent or sensitive inquiries and decide with a lawyer whether to take the matterThe assistant hands over only in the cases its instructions describe, so those cases must be written down. | 10 | Person | — |
| Check new clients against existing ones for conflicts and prepare engagement paperworkConflict checks and engagement terms are a lawyer's call; MyChatBot does not draft contracts. | 7 | Person | — |
What AI agents handle: AI agents answer first questions on the website, on WhatsApp and by phone, collect contact details and the type of matter, record each inquiry as a lead and book consultations into free calendar slots.
What stays with the person: Calling back urgent and sensitive inquiries, deciding whether the firm takes a matter, conflict checks and the engagement terms stay with the intake manager and the lawyers.
What a manager tracks: Quality and accuracy of legal work · Deadlines met on every matter · Client satisfaction and repeat instructions
| Task | h/week | Who does it | MyChatBot capability |
|---|---|---|---|
| Hold consultations and give legal advice to clientsLegal advice stays with the lawyer; the AI only books and prepares the meeting. | 9 | Person | — |
| Research legislation and case practice for each matter | 6 | Person | — |
| Draft and review contracts, claims and other documentsNo contract drafting, legal review or e-signing is documented in MyChatBot. | 9 | Person | — |
| Negotiate with counterparties and represent clients at registries and in court | 5 | Person | — |
| Keep the matter file, time records and billing notes up to date | 3 | Person | — |
| Triage the inbox and save draft replies for reviewNeeds Gmail connected and the never-send rule in its instructions; check your confidentiality duties first. | 3 | Possible with setup | Triage the inbox and draft replies |
| Draft replies to routine client messages in handed-over chatsWorks only in operator mode; the lawyer edits and sends, and keeps all advice. | 2 | MyChatBot does it | Draft and translate replies for a human operator |
| Let existing clients book follow-up meetings in chatOffers free slots only; staff-side changes send nothing to the client, so a person tells them. | 2 | MyChatBot does it | Book appointments into Google Calendar and check free time |
What AI agents handle: AI agents book follow-up meetings, draft replies to routine client messages for the lawyer to edit and, with Gmail connected, flag what is urgent and save draft replies that the lawyer reviews and sends.
What stays with the person: Legal advice, research, drafting and review of documents, negotiation, court work and every judgement on a client's case stay with the lawyer.
What a manager tracks: Deadlines and filing steps met · Completeness of the matter file · Client updates sent on time
| Task | h/week | Who does it | MyChatBot capability |
|---|---|---|---|
| Nudge clients who went quiet after a document requestTargets clients under a status such as Documents requested; a person writes, publishes and attaches the sequence. | 4.5 | MyChatBot does it | Send a follow-up sequence to leads who go quiet |
| Answer routine questions about the process, required documents and office hoursAnswers come only from the FAQ and documents you connect; case status stays with the paralegal. | 4 | MyChatBot does it | Answer routine questions from your FAQ and documents |
| Log client requests and document questions as tasks for the teamNeeds Task Manager connected; every task is tied to a lead and lands unassigned for staff to take. | 3 | MyChatBot does it | File a follow-up task for a manager from a conversation |
| Book signing appointments and document hand-over meetingsBooks the slot only, in the business timezone; no e-signing; staff-side changes are not sent to the client. | 3 | MyChatBot does it | Book appointments into Google Calendar and check free time |
| Set personal reminders and recurring runs for routine checksNeeds Schedule and delegate on; each schedule needs a unique name; not a court-deadline register. | 2 | MyChatBot does it | Set reminders and recurring tasks by asking in chat |
| Prepare and check filings, registry applications and document bundles | 10 | Person | — |
| Monitor court deadlines, limitation dates and filing steps in the matter systemNo court-deadline or limitation-date register is documented; Task Manager holds only tasks tied to a lead. | 7 | Person | — |
| Verify received documents against the checklist and keep the matter file in order | 5 | Person | — |
What AI agents handle: AI agents nudge clients who went quiet after a document request, answer routine process questions from your FAQ, log client requests as tasks tied to the lead, book appointments and set personal reminders.
What stays with the person: Preparing filings, tracking court and limitation deadlines, verifying documents and keeping the matter file complete stay with the paralegal and the responsible lawyer.
What a manager tracks: First response time · Share of routine questions closed without a lawyer's time · Client satisfaction after contact
| Task | h/week | Who does it | MyChatBot capability |
|---|---|---|---|
| Answer routine client questions about process, documents and office detailsAnswers come only from the FAQ and documents you connect; a person defines when it hands over. | 6 | MyChatBot does it | Answer routine questions from your FAQ and documents |
| Reply to routine emails sent to the firm's Gmail addressNeeds Gmail authorized with every requested permission; the sign-in can expire; replies go out without review. | 5 | MyChatBot does it | Reply to customer emails from a shared Gmail inbox |
| Flag urgent, sensitive or advice-seeking chats for a lawyer to take overIt hands over only in the cases its instructions describe, so write those cases down. | 3 | MyChatBot does it | Hand a chat to a human operator |
| Prepare draft replies and translations for chats in operator modeWorks only while the chat is in operator mode; the person edits and sends. | 3 | MyChatBot does it | Draft and translate replies for a human operator |
| Queue reminders for clients who book a consultation in chatNeeds self-scheduled follow-ups on and instructions saying when; staff-made bookings get no reminder; Meta may refuse late ones. | 2.5 | MyChatBot does it | Schedule a reminder or call-back to a customer in the chat |
| Take over handed-over chats: complaints, urgent matters and distressed clientsHanded-over chats arrive flagged for attention; a person decides the next step. | 9 | Person | — |
| Phone clients with updates, bad news or schedule changesStaff-side calendar changes are silent, so a person tells the client. | 6 | Person | — |
| Handle fee questions, complaints and feedback with the partner | 4 | Person | — |
What AI agents handle: AI agents answer routine questions from the firm's FAQ and by email, flag urgent or sensitive chats for a lawyer to take over when the instructions say so, draft replies for the person who takes over and queue reminders for consultations booked in chat.
What stays with the person: Complaints, urgent and sensitive matters, calls with bad news and every conversation about fees stay with the support manager and the lawyers.
What a manager tracks: Invoices issued and paid on time · Accuracy of ledgers and filings · Month-end close timeliness
| Task | h/week | Who does it | MyChatBot capability |
|---|---|---|---|
| Prepare and issue client invoices and acts from time recordsMyChatBot has no invoicing system; only invoice emails can be read and logged. | 7 | Person | — |
| Reconcile bank transactions, including client-money accountsNo bookkeeping tool or accounting-system connector exists. | 8 | Person | — |
| Chase overdue client invoices and agree payment plans | 4 | Person | — |
| Run payroll for lawyers and staff | 5 | Person | — |
| Prepare tax returns and VAT reports | 6 | Person | — |
| Prepare monthly profit and matter profitability figures for the partners | 5 | Person | — |
| Log payments received through Stripe into a revenue sheetNeeds Stripe and Google Sheets connected; covers only Stripe payments; a log, not bookkeeping. | 2 | Possible with setup | Log incoming Stripe payments into a spreadsheet |
| Log invoice and receipt emails into the expenses sheetNeeds Gmail and Google Sheets connected; Gmail is checked about every 15 minutes. | 3 | Possible with setup | Log invoice and receipt emails into an expenses sheet |
What AI agents handle: Once a person connects the apps, AI routines can log Stripe payments and Gmail invoice emails into spreadsheets, which spares some typing but is not bookkeeping.
What stays with the person: Invoicing, bookkeeping, client-money records, payroll, tax and every figure that is filed or signed stay with the accountant.
What a manager tracks: Time to fill a vacancy · Candidate response time · Retention of new hires
| Task | h/week | Who does it | MyChatBot capability |
|---|---|---|---|
| Write job descriptions and vacancy posts for lawyers and support staff | 3 | Person | — |
| Source lawyers, paralegals and interns into a sourced tableAsk for a source URL per fact in the brief; LinkedIn and similar sites may block the browser. | 4.5 | MyChatBot does it | Research leads or candidates into a sourced table |
| Review Work.ua candidates and draft follow-upsAdd HR Recruiter (Work.ua) from the agent library; drafts only, a person sends. | 3 | MyChatBot does it | Review the candidate pipeline and draft follow-ups |
| Book interview slots in the calendarCandidates write in a connected channel; a person signs in with Google and ticks the calendars. | 2.5 | MyChatBot does it | Book appointments into Google Calendar and check free time |
| Interview candidates and review writing samples or test tasks | 9 | Person | — |
| Check qualifications, references and practicing status | 4 | Person | — |
| Make hiring decisions and prepare offersHiring decisions are not made or scored automatically. | 4 | Person | — |
| Handle onboarding, leave, training and license-renewal recordsNo HR administration tool is documented beyond the Work.ua recruiter. | 7 | Person | — |
What AI agents handle: AI agents build sourced candidate lists and book interview slots and, with the Work.ua recruiter agent added, flag candidates who went quiet with drafted follow-ups that a person sends.
What stays with the person: Reading writing samples, interviewing, checking qualifications, hiring decisions and onboarding stay with the recruiter and the partners.
What a manager tracks: Reports delivered on schedule · Accuracy of reported figures · Usefulness of recommendations to the partners
| Task | h/week | Who does it | MyChatBot capability |
|---|---|---|---|
| Report chat volume, AI cost and recorded orders by channel and campaignCovers only chats handled in MyChatBot; a firm without recorded orders sees zero sales. | 4 | MyChatBot does it | Report sales, chat volume and AI cost by channel and campaign |
| Compile the weekly summary of what inquirers asked and what went unansweredNeeds chats and leads on the Sales Platform and an agents balance; someone runs it; it only reads. | 3 | MyChatBot does it | Summarise last week's chats and leads into a report |
| Score staff replies in finished hand-offs and read the conversation reportsScores appear in batches a few times a day after a hand-off finishes; coaching stays with the partners. | 4 | MyChatBot does it | Review conversations and score human managers' replies |
| Check which follow-up campaigns get repliesNeeds follow-up campaigns already set up; read-only, and a person picks which changes to make. | 3 | MyChatBot does it | Review which follow-up campaigns get replies |
| Sort recent inquiries into hot, warm and coldRead-only: the tags appear in the report and are not written back to the leads. | 2.5 | MyChatBot does it | Sort recent chats into hot, warm and cold |
| Read the AI spend report and low-balance warningRead-only report on your account usage that a person runs; each run is billed from the agents balance. | 1.5 | MyChatBot does it | Report what the AI spent and warn when balance is low |
| Analyze matter profitability, billable utilization and fee realization from billing dataBilling and time records live outside MyChatBot, which reports only on its own chats and orders. | 10 | Person | — |
| Build dashboards and the partners' monthly report with recommendationsSlide decks and formatted Word or Excel reports are not produced by the agents. | 10 | Person | — |
What AI agents handle: AI agents report chat volume, AI cost and recorded orders by channel, write the weekly summary, score finished hand-offs, review follow-up campaigns and sort recent inquiries.
What stays with the person: Matter and billing analysis, the dashboards and the written recommendations for the partners stay with the analyst.
No. The agents answer from the FAQ and documents the firm connects, such as services, process, documents to bring and office hours, and they hand a chat over only in the cases the instructions describe, so write down which questions go to a lawyer. Legal assessment, drafting, review, e-signing and court work are not covered and stay with your lawyers.
Yes, on the channels a person connects, such as website chat, WhatsApp, email or phone. The agent answers from your FAQ, collects contact details and the type of matter, files the lead and books a free slot in a Google Calendar a person has linked or in the built-in calendar (one per assistant), in the business timezone someone sets. Staff-side calendar changes are silent and the calendar sends no reminders itself, so a person tells the client, and a reminder before a consultation exists only if self-scheduled follow-ups are switched on and the instructions say when to use them.
The assistant switches the chat to operator mode and flags it for attention, but only in the cases its instructions describe, so list your urgent, sensitive and advice-seeking cases and who takes them. Once a person links a Telegram group it can be notified, and the chat returns to the AI after the interval a person sets, 24 hours by default and up to one week. If you limit the assistant to Work Hours, it stays silent outside them and sends no away message.
Not out of the box: no case or practice management connector is documented. CRM sync can write leads and deals with a chat link and an AI source tag into KeyCRM, SalesDrive, Bitrix24, Kommo, Zoho, Salesforce, GoHighLevel or HubSpot, one CRM per assistant, once a person connects it, and stage sync is a one-way import. Any other system needs a secret webhook or an MCP endpoint that your team hosts, and matter files, deadlines and billing stay in those systems.
Create an account, connect one channel and start with the roles where agents already cover the most hours.