Can law firms use MiOpsAI for client management?

Yes — law firms use MiOpsAI for client intake, matter management, communication tracking, document storage, and time tracking. The platform's tenant isolation, audit logging, and version history map directly to legal industry requirements around client confidentiality, conflict checking, and case-file integrity. LizziAI handles intake emails, drafts client updates in your firm's voice, and surfaces stale matters before they become malpractice exposure.

Common law firm workflows in MiOpsAI

• Client intake: Automated capture from contact form or referral email, conflict-check prompts, intake questionnaire flow
• Matter / case management: Each matter as a custom tenant or sub-record with status, deadlines, assigned attorney, paralegal
• Communication log: Every email, call note, and internal memo logged against the matter — audit-ready
• Document management: Per-matter document storage with version history (versioning is mandatory for legal docs and built into MiOpsAI's core architecture)
• Time tracking: Per-matter billable time with hourly rate cards, AI-suggested entries from email and document activity
• Deadline and statute tracking: Calendar deadlines with multi-step reminder cascades
• Client portal: Branded portal for clients to view case status, exchange documents securely, schedule consultations
• Conflict-check support: Search across all matters and contacts before opening new representation

What MiOpsAI is and is not for legal

MiOpsAI replaces the operations layer (CRM, email, intake, time tracking, document storage, scheduling) and adds AI assistance throughout. It does not replace specialized practice management tools for trust accounting (IOLTA), e-filing, court calendaring with jurisdiction-specific rules, or specialized contract analysis. For most general practices, immigration firms, employment firms, family law, estate planning, and small business legal practices, MiOpsAI handles 80% of operational needs at one-third the cost of Clio ($89-$139/user/mo) plus a separate intake CRM.

Confidentiality and ethics

Tenant isolation means client A's data is never accessible from client B's view, even by the same attorney. AI processing happens with client confidentiality intact — no MiOpsAI data is used to train shared models. Standard privacy controls and a signed attorney-client privileged data DPA available on request. Request beta access.