You practice law. We run the operating system around you.
LegalBook gives independent law firms one operations platform and a managed workforce for reception, intake and case operations. Your attorneys supervise all legal work. Early access.
Starting with immigration firms. LegalBook is not a law firm and gives no legal advice.
§ 1The problem
The owner is still the switchboard.
A familiar morning · a scenario, not a customer story
Nine o’clock. The phone has rung four times while the owner prepares for a consultation. One caller is a new prospect who speaks Spanish. One is an existing client asking whether her documents arrived. One is a court clerk. One hangs up.
A paralegal is chasing a passport copy by text from her own phone. A notice arrived yesterday and nobody has put its date on the calendar. The owner is the only person who knows where everything stands, so everything still goes through the owner.
Independent firms are often excellent at the law and stretched on everything around it: answering, intake, document chasing, status calls, deadlines and supervising the people who do that work.
Hiring, training, scheduling and replacing each of those roles is a second business. LegalBook is built to take that second business off the owner’s desk, while every legal judgment stays with the firm’s attorneys.
§ 2What it is
One operations platform, plus a managed workforce.
The platform is the record and the rules: calls, intakes, matters, documents, workflows and queues. The workforce is trained people who work inside it, from your playbooks, across several firms without crossing any firm’s walls. Firms start with the part they need.
Way 1 to start
Front Office
Phone answering, routing, bilingual reception, intake, scheduling, existing-client triage and message handling.
What Front Office includes →Way 2 to start
Case Operations
Document collection, workflow coordination, client follow-up, task queues and standardized legal-support work under firm rules and attorney supervision.
What Case Operations includes →Way 3 to start
Full Office
Front Office and Case Operations together, with QA, the supervisor console, reporting and technology administration.
What Full Office includes →
The shared-workforce platform is built: workers with skills and languages, authorized firm by firm, and a firm’s own staff can work in it too. Teams staffed by LegalBook itself are not available yet.
§ 3Call to work
How a call becomes work.
One record from the moment the phone rings. Nothing lives in a notebook or someone’s inbox.
Step 2
Your routing policy decides where it goes
Business hours and holidays, language, caller type, office and urgency, in a versioned policy your firm can simulate before it publishes.
Step 3
A receptionist answers as your firm
Your firm’s name and instructions are on the screen, with the caller’s match, their matters and open requests, and the playbook for the call.
Step 4
The call ends in work, not a sticky note
An intake, a callback, a client-service request or an escalation. Each one is a work item with a queue, a service-level clock and an audit trail.
§ 4Workspaces
One record, many workspaces.
Everyone works on the same records, and each person sees the workspace for their role, limited to what that role needs.
For receptionists and intake staff
Reception
The live queue of calls, messages and callbacks, with the caller’s context and the firm’s identity beside every conversation. Receptionists see only what the live interaction needs.
- The queue, active calls, callbacks and voicemail
- Caller match, existing matters and open requests
- The playbook for this kind of call
- Intake questionnaires and appointment slots
For legal assistants, case processors and paralegals
Case operations
Work items sorted by service level, due date, priority and skill, each with its matter context, procedure and allowed actions. Escalate to an attorney or submit for QA from the item itself.
- A queue filtered by firm, practice area, task, language and deadline
- The work item with its checklist and procedure
- Documents and the client message composer
- Escalation and QA submission
For attorneys and supervising attorneys
Attorney
Only what needs a lawyer: reviews, decisions, conflict and intake approvals, deadlines to verify and escalations, with one-tap actions. It works on a phone.
- Needs my review
- Decisions, conflicts and intakes
- Deadlines to verify
- Escalations and today’s calendar
For firm owners and administrators
Firm owner
The business view: the owner dashboard, configuration of offices, hours, routing, intake forms and templates, users and roles, integrations, the audit log and reports.
- The owner dashboard and attorney leverage
- Offices, hours, phone routing and intake forms
- Users, roles and sign-offs
- Audit log, retention, holds and exports
For operations supervisors
Supervisor
The live board of the shared workforce: queues, service levels and who is working on what, with reassignment, escalations and coaching.
- Queue depths and service-level alarms
- Unassigned and stale work
- Reassignment and escalation inbox
- QA sampling and coaching
For your clients and their representatives
Client portal
Tasks, uploads, messages, appointments and milestones in plain language, in English or Spanish. Clients never see internal notes, QA data, AI drafts or privileged material.
- What to do next
- Uploads into the right request
- Secure messages linked to the matter
- Milestones written in client-safe language
§ 5Attorneys
Attorneys see only what needs a lawyer.
Routine work stays with the people doing it. The attorney’s home is a short list: reviews, decisions, conflict and intake approvals, deadlines to verify and escalations, each with one-tap actions.
- Works in your phone’s browser; add it to the home screen and it opens full screen like an app
- Client data is never cached on the phone for offline use
- Two-step sign-in, and a fresh sign-in before sensitive actions
- Conflict decisions, intake acceptance and deadline verification are attorney actions
Your firm · Attorney
Needs my review
Review
Filing packet ready for approval
Decision
Strategy decision requested on a matter
Conflict
Conflict search returned a possible match
Intake
Consultation intake flagged for attorney review
Deadline
Deadline proposed from a notice, to verify
Escalation
Caller asked for legal advice; reception escalated
Illustration
§ 6Immigration first
Built for immigration firms first.
Immigration work is process-heavy, document-heavy, multilingual and deadline-driven. LegalBook ships 9 immigration workflow packs and 7 questionnaires in English and Spanish. Your attorneys review and configure the legal requirements.
Pack 01
Immigration consultation intake
From a new immigration prospect to a signed engagement (or a documented decline).
Pack 02
Family-based petition
Production framework for a family-based petition.
Pack 03
Adjustment of status
Production framework for an adjustment-of-status application.
Pack 04
Naturalization
Production framework for naturalization.
Pack 05
Consular processing
Production framework for immigrant-visa consular processing after an approved petition.
Pack 06
Humanitarian / asylum support
Restricted production framework for humanitarian matters.
Pack 07
RFE / NOID response
Scenario started by a verified request-for-evidence / intent-to-deny type notice.
Pack 08
Biometrics / interview preparation
Scenario started by a verified biometrics, interview or hearing notice.
Pack 09
Matter closeout
Closing a matter: a closeout checklist with QA, a balance review and a closing letter the attorney approves, and the return of original documents. Closing stays an attorney action.
§ 7Integrations
Your systems stay.
Your practice-management system remains where the official matter lives. LegalBook is the team and operating layer that makes sure calls, requests, documents and work move every day, and it links to your system instead of replacing it.
- In product
Signed webhooks and CSV import
Signed webhooks in and out, and CSV import with mapping, preview and a dry run before anything is applied.
§ 8Security
Security, described as behavior.
What the product does with your firm’s data, without certification claims we have not earned.
Tenant walls
Every record belongs to one firm. Another firm’s record answers “not found”.
Two-step sign-in
An authenticator app or a passkey, and a fresh sign-in before sensitive actions.
Audit log
Append-only and hash-chained, verified every day.
Signed, time-bound links
Documents open only through links minted after a permission check.
Sealed secrets
Provider credentials are encrypted at rest and never shown again.
- How LegalBook protects firm data
§ 9Boundaries
What LegalBook is not.
- Not a law firm
- LegalBook does not practice law, give legal advice or form an attorney-client relationship with your clients.
- Attorneys supervise
- Your attorneys supervise all legal work. Legal judgments (conflicts, eligibility, strategy, filing, deadlines) are attorney actions in the product.
- Not a marketing agency
- LegalBook does not sell leads or run a lawyer marketplace. Your firm brings its own clients.
- Not a replacement for your system of record
- LegalBook works alongside practice-management systems such as Clio rather than replacing them.
§ 10Coming next
Not available yet.
These are built or planned but not offered today, mostly live vendor connections that wait for certification. They are listed so you know exactly where the line is.
You practice law. We run the operating system around you.
See how LegalBook would run your front office and case operations, with a plain account of what is available today and what is not.
LegalBook is not a law firm. It gives no legal advice and forms no attorney-client relationship. Your attorneys supervise all legal work.