InboxPilot for Law Firms: Automate Client Intake & Case Updates Without Breaking Confidentiality

You don’t bill by the email — but your clients expect fast replies.

A solo attorney or small firm, you get these emails daily:

“Can you take my case?”
“What’s the status of my filing?”
“How much will this cost?”

Answering manually eats billable hours. But generic AI tools risk confidentiality and sound robotic.

InboxPilot solves this with lawyer-grade automation:

Custom prompts per attorney
Negative keywords to protect sensitive cases
No data used to train AI
Unlimited users on paid plans

Here’s exactly how it works — and why it’s trusted by firms.

The Email Bottleneck in Legal Practice

A 2025 Clio report found:

Attorneys spend 19 hours/week on admin
48% of client complaints cite slow responses
Only 12% of firms automate intake

InboxPilot changes that — without compromising ethics or privacy.

How Law Firms Use InboxPilot (Real Features, Real Workflow)

Feature	How Lawyers Use It
Custom Prompt per Email	“Reply as Sarah Chen, Esq. Use formal tone. Include ‘This is not legal advice’ disclaimer. Link to intake form.”
Trigger Keywords	Auto-reply to `intake`, `consult`, `fee` with pre-written, approved responses
Negative Keywords	Skip automation on `lawsuit`, `settlement`, `discovery` — route to attorney
Smart Labeling	Tags: `New Client`, `Case Update`, `Billing`, `Referral`
Zendesk Routing	Complex → ticket. Simple → AI reply in seconds
Website Chatbot	Answers “Do you handle DUI?” or “Office hours?” — 90% resolved instantly
Unlimited Team Members	Add paralegals, admins, associates — no extra cost

Pricing Built for Law Firms

Plan	Price	Emails/mo	Inboxes	Team Members	Best For
Free	$0	10	1	1	Solo testing
Hobby	$19/mo	300	2	Unlimited	Solo or 2–5 attorneys
Standard	$129/mo	1,000	Unlimited	Unlimited	5–15 attorneys
Enterprise	$499/mo	10,000	Unlimited	Unlimited	15–20+ attorneys

Most small firms stay under 300 emails/month → $19 covers your whole team.

Decision Guide: Is InboxPilot Right for Your Firm?

Yes, Use InboxPilot	Consider Alternatives
You use Gmail or Outlook	You need Clio or MyCase integration
You want 80% of intake automated	You want live chat with video
You need confidential, ethical AI	You want AI to draft pleadings
On budget	You need e-signature or billing built-in

Get Started in 3 Steps (Under 10 Minutes)

Connect your attorney Gmail/Outlook
Set custom prompt:

Example:

Act as a licensed attorney’s AI assistant handling client email inquiries using ONLY the provided firm sources: mail templates, FAQs, website, other documents.

CRITICAL:

Respond in the same language as the client
NEVER use general knowledge or external sources
ALWAYS use existing templates from mail_source/documents when ≥70% match — modify ONLY for client name, case number, or date
DO NOT alter template language, disclaimers, or tone
If no answer in sources: escalate via Zendesk or reply: “I’ll have Attorney [Name] follow up within 24 hours.”

PRIORITY: website_data → documents

RESPONSE FORMAT:

Greeting: “Dear [First Name],” or “Hi [First Name],”
Body: Formal, clear, solution-focused
Include firm disclaimer if in template
Close: “Best regards,” + “[Attorney Name], Esq.” or “Legal Team”

WORKFLOW:

Read full thread — respond only to latest email
Search sources in order
Use template if match; otherwise, draft from [File Name]
Escalate if missing info or sensitive (e.g., “settlement”)

Add keywords:
- Trigger: consult, case, help
- Negative: settlement, lawsuit, confidential, fee

You're live. AI drafts. You approve. Clients get fast, professional replies.

The Future of Legal Email in 2026

By 2026:

70% of intake will be AI-assisted (ABA Tech Report)
Firms using automation retain 28% more clients

InboxPilot is adding:

Auto-case status templates
Calendar-aware replies (“Next hearing: [date]”)
Sentiment alerts for upset clients

All without storing your data.

Focus on Law. Let InboxPilot Handle the Inbox.

No more 2 a.m. replies. No confidentiality risks. Just faster intake, happier clients, and more billable time.

Start Free. No Card Needed →