Intake Agent
Interviews new contacts, classifies practice area and urgency, collects documents and delivers a structured summary to the responsible lawyer.
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Solutions by sector
Smart case intake and clients kept informed, with confidentiality by default
AI agents that interview prospective clients, classify cases by practice area and urgency, explain case status in plain language and schedule meetings — with governance and LGPD.
The pains holding your operation back
Lawyers interrupted all day by repetitive "how is my case going?" calls.
Prospective clients arriving after hours and signing with whoever replied first.
Case intake consuming prime legal-team hours before knowing if the case is viable.
Sensitive documents and information circulating through uncontrolled channels with no audit trail.
How SON.IA can operate
Structured intake: the AI interviews the prospective client, identifies the practice area, collects initial documents and delivers a ready summary to the lawyer.
Case-status self-service: status, deadlines and next steps explained in plain language, 24/7.
Meeting and hearing scheduling with active confirmation and automatic reminders.
Confidentiality and governance by default: LGPD, role-based access, audit trail and restricted scope per agent.
These are application references. Execution depends on the validated process, available data, permissions and integrations enabled for the project.
Operational AI for the industry
From conversation to action, with governance and human participation
SON.IA connects communication, knowledge and processes in a continuous journey. The final design is validated with your team before going live.
- 01
Understands context
Organizes intent, history and authorized data from the interaction.
- 02
Applies rules and knowledge
Consults approved content and follows the limits defined for each scenario.
- 03
Executes the next action
When configured, triggers workflows or native apps and records progress.
- 04
Hands off to a person
Sensitive cases, exceptions or critical decisions go to the team with context.
Scope, permissions, records and handoff criteria are defined during implementation. No example represents a guaranteed result for every operation.
AI agents that can compose the scenario
Case Status Agent
Answers about case progress, deadlines and next steps in plain language, integrated with the firm's systems.
Calendar Agent
Books meetings and alignments, confirms attendance and reorganizes schedules when something changes.
Fee Collection Agent
Sends courteous fee and installment reminders, issues slip copies and records agreements.
Use cases to validate
- 24/7 new case intake
- Case progress inquiries
- Meeting and hearing scheduling
- Initial document collection
- Deadline reminders to clients
- Courteous fee collection
Illustrative scenario
Without automation
Legal team interrupted by status calls; new cases waiting days for initial screening.
Illustrative scenario
With SON.IA
Status answered instantly by AI; new cases screened in minutes with structured summaries — lawyers focused on strategy.
Governance applied to the workflow
Implementation can combine agent scope, permissions, interaction history, business rules and human handoff criteria. Data handling and applicable controls must be configured according to the process, industry and company obligations.
Content to go deeper
Articles related to this sector
Tutorials, guides and materials from our blog curated for your niche — from your first agent to measuring results.
Documentation
Guia de trabalho: LGPD e governança em agentes de IA
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Tutorials
Tutorial: como montar a base de conhecimento do seu agente de IA
Aprenda a estruturar documentos e políticas para que seu agente de IA responda apenas com o conhecimento oficial da empresa, evitando alucinações.
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Documentation
Guia: transbordo humano — quando e como configurar
Defina critérios, filas, horários, dados autorizados e métricas para um handoff humano previsível e governado.
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Training
Material prático: checklist de implantação de um agente de IA
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Frequently asked questions
What about attorney-client privilege with an AI agent?
The architecture was designed with governance by default: data handled under LGPD, role-based access, audit trails and restricted scope per agent — each agent only accesses what the firm authorizes.
Can Sonia handle case intake?
Yes. The agent interviews the prospective client, identifies the practice area, collects initial documents and classifies urgency — delivering a structured case summary to the lawyer.
Can clients check their case status?
Yes. Integrated with the firm's systems, Sonia answers about progress, deadlines and next steps in accessible language, reducing repetitive calls to the team.
And when the matter requires the lawyer?
Escalation rules transfer the conversation immediately to the responsible person — by area, urgency or client request — with full context preserved.