AI for client service
Respond to routine requests with better context and less repetitive work.
Use matter context to prepare drafts and find the next actions, with the appropriate professional review before anything is sent.
What it helps with
Client service with CaseDyne AI
Prepare status-update drafts
Draft client status updates from the activity recorded on a matter, for review before anything is sent.
Retrieve matter context
See what has happened on a matter, and its upcoming hearings and deadlines, before you reply to a client.
Identify follow-up actions
Find follow-ups from the activities, events and deadlines recorded in CaseDyne, with a daily brief of pending work.
Reuse firm knowledge
Draw on previous matters, approved templates and internal documents when you draft.
Example questions
Ask it in plain language
- Draft a status update for the client on this matter.
- Show pending tasks and matters awaiting an update.
- What hearings and deadlines does the team have this week?
Human review
AI-assisted. Lawyer-reviewed.
Review AI summaries, analysis and drafts against the original records before you use them. Professional judgment stays with your legal team.
AI outputs can be incomplete or incorrect. Check them against the original documents and the applicable law before you rely on them.
How CaseDyne AI handles your data