Trailmate automates intake, follow-ups, document collection, and case updates—so your team can focus on legal strategy, not chasing clients.
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Built Inside an
AI-Native Law Firm
Trailmate was built by a leader in legal AI to solve a critical problem in modern practice: end-to-end client communication at scale.
Meet the Team
Type the Assignment
Describe what you want Trailmate to do in plain English.
Trailmate Breaks It Down
Your instruction is turned into clear, actionable tasks.
Completed Through Conversation
Trailmate works directly with the client and
checks off tasks as they get done.
How Trailmate Moves Cases Forward
Delegate Client Work
Trailmate takes ownership of client-facing tasks end to end, ensuring the work actually gets done.
Eliminate Client Chasing
Automated conversations and follow-ups keep matters moving without staff intervention.
Supervise Outcomes
Clear, actionable updates show progress and flag when attention is needed.
Beyond Intake – Trailmate Handles Any Client Facing Task
Plug Trailmate into the parts of the client journey that create the most friction—then expand over time. Trailmate handles whatever client-facing work you assign, whenever you need it.
Put Trailmate to Work
Intake & Qualification
Convert more website visitors and referrals into qualified clients. Trailmate runs intake interviews and collects documents from potential clients, 24/7.
Evidence & Document Collection
Stop chasing documents. Trailmate walks clients through exactly what’s needed, validates uploads, and follows up until everything is in.”
Ongoing Updates & Check-Ins
Trailmate runs scheduled check-ins, gathers updated information, and maintains accurate files without manual chasing.
Discovery & Fact Collection
Draft responses without the meeting. Trailmate interviews clients to gather facts for interrogatories, delivering structured data ready for attorney review.
Bilingual Client Support
Remove language barriers instantly. Trailmate conducts conversations in Spanish, allowing clients to speak or type in their primary language while you manage the case in yours.
Settlement & Post-Case Workflows
Automate closing letters, feedback requests, and Google reviews so every case ends with a consistent, branded client experience.
Simply Assign Work to Trailmate
Delegate any client-facing task and Trailmate handles it from start to finish — no chasing, no checking, no loose ends.
Never review an incomplete form again.
Trailmate drives the conversation to the finish line. It autonomously nudges for uploads and clarifies answers, ensuring the work doesn’t stop until the task is 100% complete.
Eliminate administrative bottlenecks.
Workflows automatically trigger the right assignment at the right time—like requesting medical records the moment intake is done—without staff intervention.
Complex workflows in plain English.
Just type what you need naturally, or select a pre-built Skill, and Trailmate builds the entire client journey for you instantly.
