See how law firms, consulting firms, accounting practices, and professional services organizations use Verdipidy to streamline client management, billing, and operations.
Ask questions in plain English. The AI queries your databases, runs reports, sends emails, and builds dashboards — all from a single chat window.
Ask "Show me all active matters with unbilled time over 30 days" and the AI writes the SQL, runs it against your practice management database, and shows the results in an interactive table.
The agent can query databases, send emails, create workspaces, call external APIs, manage campaigns, generate reports, and more — automatically choosing the right tool.
Each agent is pre-configured for Billing, Client Services, Case Management, or Practice Analytics with role-specific prompts, tool access, and data permissions.
Results come with sortable tables, inline charts, CSV export, and clickable drill-down links. Click a client name to instantly see their full matter history and billing details.
Show me all client matters with unbilled hours exceeding 40 this month
Found 12 matters with unbilled hours exceeding 40 this month:
| Client / Matter | Attorney | Hours | Amount | Invoice Status |
|---|---|---|---|---|
| Meridian Corp - IP Dispute | J. Chen | 68.5 | $34,250 | Unbilled |
| Apex Holdings - M&A Advisory | S. Patel | 52.0 | $26,000 | Draft |
| TechStart Inc - Series B | M. Torres | 47.5 | $23,750 | Unbilled |
| Greenfield Dev - Zoning | R. Kim | 44.0 | $17,600 | Sent |
| National Retail - Lease Review | J. Chen | 41.5 | $20,750 | Draft |
AI-powered phone calls with natural speech, real-time transcription, tool use during calls, and automatic CRM logging.
Hi, I need to speak with an attorney about a commercial lease dispute. My landlord is trying to change the terms mid-contract.
I understand. Let me gather some details so we can connect you with the right attorney. Can you tell me your company name?
Thank you. I've run a conflict check and confirmed no conflicts exist. Based on your situation, I'd recommend a consultation with our commercial real estate team. I have availability this Thursday at 2 PM or Friday at 10 AM. Shall I schedule one of those for you?
Ultra-realistic text-to-speech with customizable voices. Callers can't tell they're talking to AI — natural inflection, pauses, and conversational cadence.
While on the phone, the AI can query your practice management system, run conflict checks, check attorney availability, and provide accurate real-time answers — no hold music.
Callers can interrupt the AI naturally. The system detects overlapping speech, stops its response, and lets the caller take over.
Every call is scored automatically — sentiment analysis, resolution tracking, quality metrics, and full searchable transcripts for training and compliance.
After a call, the AI can automatically send a text recap with consultation details, engagement terms, and a link to your client portal for document uploads.
Build custom dashboards from natural language. Tables, charts, KPIs, and filters — auto-refreshing from your live data.
This dashboard was built in 30 seconds by telling the AI: "Create a practice performance dashboard with billable utilization, revenue per partner, outstanding AR, active matters, billings by practice area chart, and matter status breakdown." The AI generates the queries, creates the components, and wires it to your databases automatically.
Visual workflow builder with conditions, loops, human approvals, and AI steps. Schedule tasks or trigger them from webhooks.
Automatically run conflict checks, create client records, generate engagement letters, assign attorneys, and set up matter files in your practice management system.
Monitor court filing deadlines, statute of limitations dates, and regulatory due dates. Automatically escalate with email reminders at 30, 14, 7, and 3 days out — and send urgent notifications to supervising attorneys.
Generate invoices from unbilled time entries, apply client-specific billing rules and rate adjustments, send for partner review, and automatically follow up on overdue accounts receivable at configurable intervals.
Continuously monitor for new conflicts of interest across all active matters, track continuing education requirements, license renewals, and ethics compliance — with automatic alerts when action is needed.
Runs on schedule or on-demand. Workflows can trigger on a cron schedule, via webhook from external systems, or manually from the workflow dashboard.
Build and execute email, SMS, and AI voice campaigns with A/B testing, sequencing, and real-time analytics.
Industry insights, regulatory updates, and case study highlights personalized by practice area
Short text with webinar topic, date, speaker, and one-tap registration link
AI calls key clients to gauge satisfaction, discuss upcoming needs, and schedule partner check-in meetings.
Subject line: "New regulatory changes affecting {Industry}" outperformed "{FirstName}, quarterly update from {FirmName}"
Full SQL editor for power users, Airtable-like custom tables for everyone, and a universal API connector for any external service.
| Client | Status | Matters |
|---|---|---|
| Meridian Corp | Active | 4 |
| Apex Holdings | Active | 2 |
| TechStart Inc | Prospect | 1 |
Native integrations with your databases, Google Workspace, telephony providers, and any REST API you point it at.
AI agents that work with Gmail, Sheets, Calendar, and Drive. Send emails, update spreadsheets, schedule meetings — hands-free from chat.
Dear Mr. Wilson,
I wanted to provide a brief update on the intellectual property dispute matter (Case #2026-IP-0892). We have completed the initial review of the patent claims and identified three key areas where your position is strong.
I've uploaded the preliminary analysis to your client portal on Google Drive. Our next step is the discovery conference scheduled for March 28. Please review the documents at your earliest convenience and let us know if you have questions.
Best regards,
J. Chen, Partner — Generated by AI Agent
| Date | Client | Matter | Deadline | Status |
|---|---|---|---|---|
| 03/12 | Meridian Corp | IP Dispute | 03/28 | On Track |
| 03/12 | Apex Holdings | M&A Advisory | 04/15 | Filed |
| 03/12 | Greenfield Dev | Zoning Appeal | 03/20 | Urgent |
AI composes and sends emails on your behalf, creates drafts for review, reads incoming mail, and searches your inbox. Perfect for follow-ups triggered by database events.
Ask the AI to export query results to a spreadsheet, update a tracking sheet with today's numbers, or create a new report template — all through chat.
Create events, check availability, and schedule meetings. The AI can coordinate between team members and suggest optimal time slots.
Upload documents, create shared folders, and manage file permissions. Automatically organize reports and exports into the right team folders.
OAuth 2.0 secured. Your Google account connects via standard OAuth — Verdipidy never sees your Google password. Permissions are scoped to only what's needed, and you can revoke access anytime from Google settings.
AI controls a real browser to navigate external portals, fill forms, scrape data, and automate web tasks — with human oversight at every step.
Using computer vision, the AI understands what's on the screen — buttons, forms, tables, text. It navigates web apps the same way a human would, but faster.
Before submitting orders, making payments, or taking destructive actions, the AI pauses and asks for your approval. You see exactly what it's about to do and can approve, modify, or cancel.
Teach the AI once, run it forever. Record a browser task and schedule it to run daily — check court docket updates, pull regulatory filings from government portals, or monitor competitor activity.
The Local Agent runs browser automation on your desktop for portals that require VPN or local network access. Cloud mode handles everything else without any install.
Use cases: Submit court filings to e-filing portals, pull docket updates from court systems, download regulatory filings, check bar admission status, scrape competitor pricing from public sites.
Upload engagement letters, invoices, contracts, and compliance filings. AI extracts key data, cross-references records, routes for approval, and updates your systems automatically.
Ask for any report in plain English. The AI generates the queries, builds the visuals, and can schedule them to land in your inbox every morning.
AI Insight: Tax practice utilization dropped 12% after filing season. 3 senior associates have capacity for cross-selling corporate work. Recommend targeting existing tax clients with M&A advisory outreach to fill Q2 pipeline.
Revenue, realization rate, origination credit, billable hours, and effective billing rate per partner. Delivered monthly.
Outstanding invoices by client, aging buckets (30/60/90/120+ days), collection rate trends, write-off analysis, and highest-risk accounts. Weekly.
New matters by source, practice area pipeline, conversion rates from intake to engagement, average matter value, and client acquisition cost.
NPS scores, response rates by client tier, satisfaction by practice area, communication quality metrics, and comparison against industry benchmarks.
Upcoming court deadlines, statute of limitations dates, regulatory filings, CLE requirements, and bar membership renewals by attorney. Weekly.
Just ask. "Give me a report on matters with unbilled time over 60 days, broken down by practice area and responsible attorney" — the AI writes the query, runs it, formats the results with charts, and optionally schedules it to repeat weekly.
Push notifications, Slack alerts, and a full mobile-ready PWA so your team stays informed wherever they are.
Browser push notifications for approvals, workflow completions, campaign events, and custom triggers.
Invoice overdue alert:
Send alerts to any Slack channel. Trigger from workflows, campaign events, high-value activities, or custom conditions.
Full platform access from any device. Chat with agents, approve workflows, and check dashboards from anywhere.
Role-based access, MFA, audit logs, encrypted credentials, and full admin control over every AI prompt and tool.
Partner, Attorney, and Staff roles with ethical walls control who can access client data, manage matters, run campaigns, and configure integrations. SOC 2 compliant.
Two-factor authentication with TOTP apps or hardware security keys. Enforceable at the organization level with grace periods.
All stored credentials, OAuth tokens, and database passwords are encrypted at rest with AES-256-GCM. Zero plaintext secrets.
Every action is logged: who accessed what data, when, from where. Full audit trail for attorney-client privilege compliance, ethics reviews, and data retention policies.
Every AI system prompt is visible in the admin panel and overridable per organization. Full control over AI behavior — no black box.
Invite by email, assign roles, manage departments, set custom fields per member. Ownership transfer and member offboarding built in.