Workast
Run your law firm on autopilot with Workast AI
Cut case busywork with an AI agent that triages, assigns, and moves matters forward.
“Since automating intakes and deadlines, nothing slips. Our team spends time on case strategy, not task chasing.”
Nicolas A., Co-founder of Ardent & Rowe
✓3x
faster client onboarding
✓15+
hours saved per month
✓Zero
manual tasks routing
Intake to pipeline, without chaos
Capture inquiries with a Space form so every lead becomes a structured task with service type, priority, and clear stages; AI adds the right subtasks and drives follow-ups after meetings so nothing stalls.
Matter templates that do the busywork
Spin up client work with an onboarding template, then let AI add the subtasks for Incorporations, Trademarks, and SAFE notes so ownership and next steps are obvious from day one.
Deadlines and reviews that don’t stall
Keep ops on rhythm with recurring tasks (Monthly Ops Review, Quarterly Strategy) and a needs-input rule that moves work to In Progress and pings the assignee—so nothing sits idle.
Client visibility without email chains
Share a view-only link so clients track progress in real time; pause internal reminders when a task is Waiting on Client to avoid noise while you wait on input.
Firm-wide visibility, every Monday
Build saved reports (e.g., Tasks due this week; Priority: High; Status: Pending) that pull across Spaces and auto-post to Slack each Monday so everyone starts aligned.
How to run your business in autopilot
Learn the system behind smoother operations: standardized intake, templated projects, deadline alerts, and shareable status views you can spin up in Workast today.
Read the full guide here
