Trailmate is a client-facing AI agent that proactively completes work.
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Client-facing AI agent
Trailmate functions as a digital employee that takes ownership of the operational back-and-forth with clients—so your team doesn’t have to.
Instead of staff chasing clients for forms, documents, updates, and confirmations, firms delegate that work to Trailmate. Trailmate then runs structured conversations with clients, gathers information and documents, follows up until tasks are complete, and reports progress back to the firm in a way that is easy to supervise.
Trailmate actually gets things done.
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Trailmate Revolutionizes Client Facing Work
Client communication is one of the most expensive and fragile parts of running a law firm.
It is repetitive, time-consuming, deadline-sensitive, and highly dependent on clients who are busy, distracted, or overwhelmed. Traditional tools—forms, portals, email chains, reminders—still require constant staff involvement to move matters forward.
Trailmate was built to solve that problem by introducing a new model:
Delegate the work. Supervise the outcomes.
Trailmate handles the execution layer of client communication so attorneys and staff can focus on legal judgment, strategy, and advocacy.
Stop Losing Momentum Chasing Clients
Trailmate takes over end-to-end client-facing tasks, including:
- Collecting information through structured conversations instead of static forms
- Collecting documents and verifying that uploads are complete and usable
- Following up automatically until tasks are done
- Escalating issues that require human attention
- Reporting progress and outcomes back to the firm in real time
All of this happens through natural, conversational interactions—via text and voice—without requiring clients to learn a new system or fill out long questionnaires.
For firms
This means fewer bottlenecks, less chasing, and more predictable progress across matters.
For clients
It means clarity, simplicity, and the ability to work on their case at their own pace, on their own time.
Built for Supervision, Not Guesswork
If AI is going to act like an employee, it must be easy to supervise.
Trailmate is designed so firms never have to dig through transcripts or guess what happened.
Every client interaction is distilled into clear, human-readable updates that show:
- What work was attempted
- What was completed
- What information or documents were collected
- Whether anything requires attorney or staff attention
This creates confidence, accountability, and scalability—without adding review burden.
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A Better Experience for Clients
Trailmate replaces fragmented emails, confusing portals, and static forms with a single, guided experience.
Clients can:
- Talk or type naturally
- Upload documents directly in context
- See what’s done, what’s pending, and what’s next
- Return later and pick up where they left off
- Communicate in Spanish when preferred
The experience feels conversational, supportive, and clear—without sacrificing structure or completeness.
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The Bottom Line
Trailmate helps firms:
- Embedded directly on the firm’s website for new and existing clients
- Proactive outreach via text and email when work needs to move forward
- No logins, downloads, or client-side setup required
- A consistent experience across all client interactions
It is not about replacing lawyers or staff.
It is about removing the operational friction that keeps firms from doing their best legal work.
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