Live demo · after hours

The call your office would have missed.

It's 7:14 PM. A new client is calling law firms. Watch exactly what Alfredi does with the call most firms send to voicemail.

A
Wexford Law — Front Desk
Powered by Alfredi · works alongside your system
7:14 PM
M
Incoming caller
Phone · unknown number
📞
Incoming call…
After hours — office closed at 5:00 PM
CallerHi — I was just in a car accident this afternoon and I don't know what to do.
AlfrediI'm so sorry that happened. You've reached Wexford Law — I can help you right now. First, are you safe, and is anyone seriously hurt?
CallerI'm okay, just shaken. My neck hurts a little.
AlfrediUnderstood. I'll make sure an attorney reviews this first thing. Let me take a few details so they're ready for you.
AlfrediCan I get your name and the best number to reach you?
CallerMaria Alvarez — 416-555-0148.
AlfrediThank you, Maria. Where did the accident happen, and was a police report filed?
CallerOn the 401 near Markham. Yes, the police came.
AlfrediPerfect. I have a consult open tomorrow at 9:30 AM with one of our injury attorneys — shall I book it for you?
CallerYes, please.
AlfrediDone. You'll get a text confirmation right now. You're in good hands, Maria.
Intake — building live automatic
Matter typeMotor vehicle accident (PI)
Injury reportedYes — neck pain
ClientMaria Alvarez
Phone416-555-0148
LocationHwy 401, Markham
Police reportYes
UrgencyHigh — same-day incident
SourceGoogle Search (paid)
Consult booked — Tomorrow, 9:30 AM
With an injury attorney · added to calendar
Text confirmation sent to Maria
Next morning · 8:45 AM

Your team starts the day with a booked client.

No missed-call list. No callbacks to chase. Just a clean summary waiting in the inbox.

📋 New matter — ready for review

ClientMaria Alvarez · 416-555-0148
MatterMotor vehicle accident (PI)
ConsultToday, 9:30 AM
Key factsNeck pain · 401 Markham · police report filed
Attorney prep: Same-day MVA, injury reported, police report available. Captured at 7:14 PM after hours — caller would otherwise have reached voicemail. Lead source: paid search.
Watch Alfredi catch a 7:14 PM call
About 30 seconds. The exact call most firms lose — and what Alfredi does with it instead.

An answering service takes a message. Alfredi books the client.

It answers live — phone and web chat — screens the caller, books the consult, and hands your team a clean summary. It works alongside whatever system you already use, and integrates directly with CosmoLex.

Book a demo
Live demo · disclosure

And the paperwork that buries your team.

A client sends a year of statements as one messy scan. Watch Alfredi split it, rename every document to your firm's convention, and file it to the right matter.

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Wexford Law — Document Engine
Powered by Alfredi · files straight to the matter
Sorting
📄
Client upload
disclosure-scan.pdf · 84 pages
🗂️
Reading the bundle…
Splitting 84 pages into separate documents
AlfrediOpened disclosure-scan.pdf — 84 pages.
AlfrediDetected 9 separate documents in the file.
AlfrediSplitting the bank statements out by month.
AlfrediRenaming each one to your firm's convention.
AlfrediFiling everything to the matter: Alvarez v. Alvarez.
AlfrediTicking the Notice to Disclose checklist.
Filed to matter — building live automatic
MatterAlvarez v. Alvarez · Family
Personal · Bank Statement · Scotiabank Chequing #1234
2026.01.01 to 2026.01.31
Personal · Bank Statement · Scotiabank Chequing #1234
2026.02.01 to 2026.02.28
Personal · Bank Statement · Scotiabank Chequing #1234
2026.03.01 to 2026.03.31
Personal · Credit Card · TD Visa #8842
2026.01 statement
Business · Bank Statement · RBC #5567
2026.01.01 to 2026.01.31
Tax · T4 · 2025
Issued 2026.02.18
Tax · Notice of Assessment · 2025
Issued 2026.04.02
Notice to Disclose — updated automatically
Bank statements ✓ · Credit cards ✓ · T4 ✓ · Notice of Assessment ✓
Then it chases the rest — automatically

The file tracks itself, and the client gets a nudge.

Alfredi keeps a running checklist and drafts the follow-up the moment something is missing. Your team just approves the send.

Notice to Disclose 4 of 6 received · 67%
Still outstanding: 3 most recent pay stubs · 2025 T1 General return
ToMaria Alvarez
SubjectA couple more documents for your file
Hi Maria, thank you for sending those over. To finish your file we still need your 3 most recent pay stubs and your 2025 T1 General return. You can reply with them right here whenever you're ready.
Sent to Maria · follow-up reminder set for 3 days
Watch Alfredi sort a disclosure bundle
About 20 seconds. One messy upload becomes a clean, named, filed set — on the right matter.

Your paralegal spends hours on this. Alfredi does it before they open the file.

Every page read, split by statement date, renamed to your firm's convention, and filed to the matter — with the disclosure checklist updated automatically. Nothing to rename, nothing to drag.

Book a demo