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Use casesLegal and immigration practices

Keep client admin questions in one place

Clients write to ask about appointments, which documents to bring and how fees work. Flatdesk puts those messages in one queue and answers admin questions from your help center, at $49 per agent per month, or $39 billed yearly. It does not give legal advice.

The Flatdesk inbox with open conversations, owners and an AI answered label

What it does for this

  • Answers for admin questions

    Publish opening hours, how to book, what to bring and how fees are billed. The AI replies from them.

  • Saved replies for documents

    Save your requests for missing documents and appointment reminders as macros.

  • One queue for the practice

    Email and chat arrive in the same inbox, with an owner on every message.

  • Assign a case question to a person

    Route anything that needs advice to a named fee earner and keep the thread on the ticket.

  • See what clients ask most

    Tag tickets by topic and count them, then publish an article for the top question.

Where it falls short

If you need these today, another help desk fits better.

  • It does not give legal advice. Your AI answers use only the articles you publish, so keep them to admin.
  • No case management or document storage. Keep client files in your own system.

Questions

Can it answer questions about someone's case?

No. Keep articles to general admin and send case questions to a person.

Does it store client documents?

No. Use your case management system for files.

Can we limit what the AI says?

Yes. It answers only from the articles you publish, and you can route sensitive topics to a person.

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