Every part of your practice, in one place.
From the first client inquiry to the final signed document — LegalSquirrel gives attorneys the tools to run a faster, more organized practice.
Everything attorneys need.
Nothing they don't.
Each tool is purpose-built for legal practice — connected, searchable, and designed around how attorneys actually work.
01
Referrals & Governed Intake
A governed intake workflow that helps clients, attorneys, law students, and clinic staff all start further along in the substantive work.
See how it works →02
Drafting Module
Knowledge-connected drafting that combines case facts, reusable Knowledge Modules, and professional instructions to generate governed work product.
See how it works →03
Client Story Wizard
A guided, step-by-step workflow that helps clients tell their story in their own words — and feel heard every step of the way.
See how it works →04
Work Product & Deliverables
Turn governed knowledge into real outputs — advice letters, court filings, client questionnaires, or a warm referral to the right organization.
See how it works →
AI is not the product.
Governed knowledge is.
LegalSquirrel turns trusted materials into governed, reusable knowledge services — so you can draft with confidence and build learning systems grounded only in approved sources.
Every source gets an explicit contract
Each trusted source is assigned an authority level, status, provenance record, and a set of known facts and unknowns — before it ever reaches an assistant.
Only governed sources reach your assistants
A hard retrieval gate ensures only sources with valid, current contracts are eligible for use in drafting and workflows. Unreviewed material never slips through.
Sources can be blocked until resolved
Mark any source as Review Required, Unreviewed, or Not Usable. It stays blocked from assistants and workflows until a human resolves it — no silent degradation.
One source contract, reused everywhere
Multiple assistants draw from the same governed source contract. When content changes, contracts are regenerated once — every assistant stays current automatically.
Everyone starts further along
Whether a client was referred from a partner organization or found LegalSquirrel on their own, intake is no longer a one-time form submission — it's the first stage of a persistent knowledge workflow. By the time a client sits down with an attorney, law student, or clinic staff, the substantive work has already begun.
- Start with what you know — partial facts, rough goals, or uploaded files. The platform identifies what it already knows and skips redundant steps.
- A specialist intake agent synthesizes the raw intake into a coherent, structured case narrative (Story) ready for legal proceedings.
- Clients remain in control: review, edit, accept, or decline any AI-generated draft before it becomes part of the permanent record.
- Every accepted Story is versioned and reusable — powering drafting, referrals, Legal Case RAG, and downstream case-development workflows.
- Attorneys and organizations can configure their practice areas and service geography so incoming referrals actually match what they handle and where they serve — reducing dead ends on both sides.
Help your client tell their story — and feel heard doing it
Clients don't think in legal categories. The Client Story Wizard meets them where they are — walking them through what happened, what they want, and why it matters — in their own words, at their own pace. The result is a governed, reusable narrative that powers every downstream workflow.
- A guided, step-by-step wizard keeps clients focused and engaged — skipping steps the platform already knows the answer to.
- Clients articulate their goals and desired outcomes in plain language. The platform structures those into a durable, versioned Story record.
- For each reason, clients can attach supporting documents and files — evidence that backs up what they're telling you, collected at the moment it's most relevant.
- The client stays in control: AI-assisted drafts are proposals, not decisions. Clients review, edit, accept, or decline before anything becomes part of the record.
- The completed Story becomes the foundation for drafting, referrals, legal research, and every conversation with attorneys, law students, and clinic staff.
Draft from knowledge, not from a blank prompt
The Drafting Module is not an AI text generator. It's a knowledge-connected workspace that combines case facts, a governed Knowledge Module, and professional instructions to produce drafts grounded in the specific materials that actually inform the work.
- Two knowledge systems in one workspace: case-specific facts and reusable Knowledge Module materials — templates, guides, forms, and practice standards — kept distinct and traceable.
- Specify the document type, provide drafting instructions, and generate a draft asynchronously. The workspace tracks processing state so you stay oriented.
- Inspect every knowledge source behind a draft. Ask the AI why it drafted a section a particular way, what facts support an argument, or what the opposing party might challenge.
- Mark drafts for attorney review, approve or reject AI-generated content, revise with additional instructions, and save the final document directly into the matter.
- Reusable expertise without repeated setup — Knowledge Module materials are prepared once and applied consistently across matters and users.
Real outputs for every kind of legal work
LegalSquirrel closes the loop with deliverables. Whether a clinic is helping a client for a single day, a firm is preparing a filing, or a client needs to complete a post-intake questionnaire on their own time, the platform produces real work product grounded in governed knowledge.
- Clinics and legal aid programs can draft an advice letter, complete a form, or produce a resource packet in a single session — and hand it to the client before they walk out the door.
- Firms and practitioners can generate filing-ready drafts directly from case facts and Knowledge Module materials, with human review built into every step.
- Clients can receive interactive questionnaires after intake — structured follow-up that keeps them engaged and fills gaps in their record without requiring another in-person visit.
- If LegalSquirrel isn't the right fit for this particular matter, the platform can generate a warm referral to the right attorney, clinic, or legal organization — with context from the case already attached.
- Every output is saved to the matter, versioned, and reusable — not a one-off document that disappears into an inbox.
Built to save you hours every week
Attorneys using LegalSquirrel spend less time on administration and more time practicing law.
4× faster
Client intake
From first contact to engagement letter in minutes, not days.
100%
Paperwork tracked
Never lose a form, miss a deadline, or chase a client again.
One place
Everything connected
Intake, forms, stories, and documents — one login, no silos.
Trusted by attorneys across the country
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"LegalSquirrel changed how I run intake entirely. I used to lose leads over the weekend. Now every submission hits my phone in seconds and I can respond instantly."
Sarah A., Esq.
Personal Injury Practice — Chicago, IL
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"The Client Story Builder is unlike anything else I've seen. Being able to search across all my cases for incidents and evidence has made trial prep dramatically faster."
Marcus R., Esq.
Civil Litigation — Atlanta, GA
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"My clients actually complete their intake forms now. The automated reminders and clear due dates make a huge difference. The forms library alone is worth it."
Jennifer D., Esq.
Estate Planning — Denver, CO
Ready to streamline your practice?
Join attorneys who've modernized their intake, documentation, and drafting workflows with LegalSquirrel.