AI agents for law firm operations

AI for law firms that knows your intake rules.

Which matters you take, who handles them and what each client expects mostly lives in a partner's memory. Dactic learns it from your team and builds AI agents that handle intake, routing and invoice checks the way your intake manager would.

Use AI your firm can trust.
Case files tied with red ribbon
Learned from your team
“This client rejects invoices with block billing.”From Client guidelines + interview
In plain terms

What Dactic does for your firm

New to AI agents? An AI agent is software that does a task for your team, like answering a routine request, routing an approval or preparing a document. Your agents run in the AI tool your team already uses, so there is nothing new to learn. Start on your lunch break. Have an AI agent when you get back.

  1. You show Dactic how you work

    Connect the tools your team already uses, then answer a 5 to 7 minute AI interview about the rules nobody wrote down.

  2. Dactic builds your AI agents

    Each agent follows your rules and shows which rule it used. Nothing deploys to your AI platform until you approve it.

  3. The routine work gets done your way

    Agents run intake, route new matters and check invoices against client guidelines, so new matters stop waiting in a partner's inbox.

Intake, your way

How a new matter moves with Dactic.

Each step runs on a rule your team confirmed, so agents route matters the way your intake manager would.

  1. New matter email arrives

    From Intake inbox
  2. Conflicts check first

    “Conflicts are checked before any call is scheduled.”From Intake SOP
  3. Apply intake criteria

    “Employment matters under $50k go to the associate team, not a partner.”From Interview: Intake manager
  4. Route to the right team

    “Employment under $50k goes to the associate team.”From Routing rules
  5. Attach client billing guidelines

    “This client rejects invoices with block billing.”From Client guidelines + interview
A brass balance scale
What gets missed today

Judgment you can delegate, with the source attached.

Today
  • Matter intake depends on who reads the email first
  • Client billing guidelines get missed until an invoice is rejected
  • New staff learn routing by trial and error
With Dactic
  • Agents route intake with your real criteria
  • Client billing guidelines travel with every matter
  • Every answer cites the source it came from
One request, two ways

Same email. A different outcome.

An employment matter worth $30k arrives by email.
A typical AI tool
  1. It sits in a partner's inbox
  2. Intake waits for the partner to triage it
  3. The prospect calls another firm
Rework for your team
An AI agent with Dactic
  1. The agent runs your conflicts step first, then applies your intake criteria
  2. It routes the matter to the associate team
  3. The prospect hears back sooner
Handled the way your team would
Example agents

Agents for the operations side of your practice.

  • Matter intake

    Follows the rule“Employment matters under $50k go to the associate team, not a partner.”From Interview: Intake manager
  • Invoice pre-check

    Follows the rule“This client rejects invoices with block billing.”From Client guidelines + interview
  • Conflicts-first scheduling

    Follows the rule“Conflicts are checked before any call is scheduled.”From Intake SOP
How it works

How does Dactic set up AI agents for a law firm?

  1. 01

    Connect

    Connect the tools your team already uses. Dactic reads only the files and conversations you allow.

  2. 02

    Map

    Dactic reverse engineers your business processes by studying how your workflows and tools fit together.

  3. 03

    Interview

    Your team answers a 5 to 7 minute AI interview about the details that never got written down.

  4. 04

    Deploy

    Dactic packages the agent with your rules and sends it to the AI platform you already use, like monday.com, Claude or OpenAI. One click, and about 20 seconds later your agent is in your AI platform.

Reads from tools like
  • Microsoft 365
  • Box
  • Google Workspace
  • Slack

Built to be trusted with client matters.

  • Sees only what it needs

    Each agent gets only the information its task requires, and nothing more.

  • Personal details protected

    Personal data is redacted before indexing.

  • Never used to train AI

    Your data is never used to train models.

  • You approve everything

    Nothing deploys to your AI platform until you approve it.

Questions firms ask

Questions about Dactic for law firms

What does Dactic do for a law firm?

Dactic learns the unwritten rules behind your intake and billing, like which matters go to which team and what each client's billing guidelines require, and gives them to the AI agents you run. Those agents can then handle intake, routing and invoice checks the way your intake manager would.

Does Dactic give legal advice?

No. Dactic is built for law firm operations: intake, routing, conflicts steps and invoice checks against client billing guidelines. Legal judgment stays with your attorneys. Agents follow the rules your team confirmed, and every answer cites the source it came from.

Do we need a technical team to set it up?

No. Connect your sources, answer a 5 to 7 minute AI interview, and deploy your first agent with one click. Onboarding is included on every plan, with no implementation fee. Nothing deploys to your AI platform until you approve it.

Is our data used to train AI?

No. Your data is never used to train models. Personal data is redacted before indexing, and each agent sees only what its task needs. Dactic doesn't store your raw data. It's processed ephemerally.

Do I need my own AI tool?

Yes, and that is an advantage: your agents run in the AI tool your team already uses and trusts, like monday.com, Claude or OpenAI, so there is nothing new to learn. Dactic reads from tools like Microsoft 365, Box, Google Workspace and Slack. If your model provider triples its price, move your agents. Their instructions and context go with them.

How much does Dactic cost?

Dactic is priced per team, not per token. It starts at $49/month for 1 employee, and onboarding is included on every plan with no implementation fee. Larger teams pay by team size, not by usage.

See your first agent on your own intake work.

Connect your sources, answer a 5 to 7 minute AI interview, and deploy your first agent with one click.