CogentIntelligence
AI agents for solicitors and conveyancers
New enquiries need a fast, careful reply, every matter starts with the same onboarding, and conveyancing clients want an update every few days. Cogent prepares all of it and waits for a fee earner's approval.
01Where the week goes
We work with high-street solicitors, conveyancers, family and private client practices. The details differ from firm to firm, but the same few jobs come up on almost every discovery call:
- Enquiry handling. Prospective clients contact several firms. The first to reply properly usually gets the instruction.
- Onboarding. Client care letters, ID checks, source of funds and conflict checks repeat on every matter.
- 'Any update?'. Conveyancing clients, estate agents and brokers all chase the same file.
- Chasing third parties. Searches, lenders and other side solicitors need regular follow-ups.
None of these need your expertise. They need doing quickly, the same way every time, and that's exactly the kind of work AI agents do well, with your Business Map telling them how your business runs.
Key idea
Clients rarely complain about the law. They complain about not hearing from you.
02Agents built for solicitors and conveyancers
These are the agents we most often switch on first in this sector. Each one reads your second brain, works around the clock and asks you before anything that matters.
- Trigger
- A new enquiry by form, phone note or email
- Does
- Replies quickly, gathers the facts you need, runs a conflict lookup and books a consultation
- Asks you
- Before any reply, and always before anything resembling advice
- Trigger
- An instruction is confirmed
- Does
- Drafts the client care letter, requests ID and source of funds and sets up the matter
- Asks you
- Before anything is sent to the client
- Trigger
- A milestone changes or a client asks for news
- Does
- Drafts a plain-English update from the case file for client, agent and broker
- Asks you
- Before every update until trust is earned
Your first agent is the one with the highest score on your discovery call, not the one on the top of this list. Most firms add a second and third over the following months.
03Ask your business anything
Because every agent writes to the same memory, you can ask questions in plain English that used to mean an afternoon in spreadsheets and inboxes.
YouWhich conveyancing files have been waiting on searches for over three weeks?
CogentFive. Two are with the same council. Shall I draft chasers?
YouWhat did we tell Mrs Ahmed about completion dates?
CogentOn 30 September we said mid-November, subject to the buyer's mortgage offer, which arrived on 6 October.
04Your Monday briefing
At 7am every Monday you get a short briefing built from your own tools: what came in, what's stuck and what changed.
05Find your peak
On the call we score every repeating job by hours a week × how easy it is to hand off (1 hard, 2 medium, 3 easy). The highest score gets built first. Here's how a typical list might look.
| Job | Hours a week | Ease | Score |
|---|---|---|---|
| Answering 'any update?' emails | 7 | 3 | 21 |
| New enquiry intake | 5 | 3 | 15 |
| Chasing third parties | 4 | 3 | 12 |
| Onboarding and ID | 4 | 2 | 8 |
| Drafting client care letters | 3 | 2 | 6 |
Example · dummy data. Score = hours a week × ease.
In this example, answering 'any update?' emails is the peak. Run your own numbers with the calculator on our home page, or bring them to the call.
06Where approvals sit
Every agent starts on a short lead. Here's a typical starting point for this sector. Yours is written into your Business Map.
Does alone
- Sorting and labelling emails by matter
- Drafting updates and letters
- Updating case management notes
Asks first
- Every message to a client or third party
- Anything involving money or undertakings
- Anything that could be read as advice
Never
- Giving legal advice
- Releasing or transferring funds
Client confidentiality and SRA standards come first. Client data only goes to AI models approved for personal data, and nothing that amounts to advice is sent without a fee earner's approval.
07Works with the tools you already use
We connect to what you have rather than asking you to move. Common tools in this sector include Clio, LEAP, Actionstep, Osprey, Quill, Hoowla, Microsoft 365 and Outlook, and your case management system. If a system has no integration, a Portal Operator agent can work it the way a person would.
08Questions
Can AI be used safely in a law firm?
Yes, if it drafts rather than decides. Every client-facing message and anything resembling advice waits for a fee earner, and every action is logged.
Can AI send conveyancing updates to clients?
It drafts plain-English updates from the case file whenever a milestone changes, ready for a one-tap approval.
Does it work with LEAP or Clio?
Most case management systems can be connected. If not, an agent can work the system as a person would.
Will it reduce 'any update?' calls?
That's usually the first thing firms notice, because clients get proactive updates before they need to ask.