Attorney product guide

Onboarding, docket search, marketplace proposals, messages, appointments, and contracts — step by step.

5 min read

Proposal flow & AI auto-send

Respond to marketplace cases manually or save templates that automatically send proposals when new matching cases arrive.

Marketplace proposals & AI auto-send

Family Law — Miami-Dade

Client seeking representation for custody matter.

• Submit proposal
• Proposal template
• Flat fee · Initial consultation included
• Enable AI Auto-send

Matching new cases in your practice areas and counties are proposed automatically using your saved template.

12 proposals sent this week

How it works

1. Browse Best Matches in Marketplace to see client cases that fit your filters.
2. Open a case and Submit proposal — choose pricing, message, and optional template name.
3. Save the proposal as a reusable template in Settings → Proposal templates for similar matters.
4. Enable AI Auto-send on a saved template to match practice areas and counties.
5. Review sent proposals under the Proposals sent tab; you receive an email summary after bulk auto-send batches.

Good to know

• Auto-send respects your marketplace filters and skips cases that do not match county or practice area rules.
• Firms with an outstanding engagement billing balance cannot auto-send until the balance is resolved.