Texas Web Service/Documentation
Texas Verticals

Legal & Law Firms

Texas law firms face a specific operational challenge: high-value leads that arrive at all hours, complex intake processes, and retainer agreements that require coordinated follow-up. TWS OS handles the intake-to-retainer pipeline automatically — so your attorneys focus on casework, not chasing leads.

The Problem We Solve

A potential client who searches "Houston personal injury attorney" at 10 PM on a Sunday night is in decision mode. If your firm doesn't respond before they fall asleep, they move to the next result. Most firms respond in 24–48 hours. TWS OS responds in under 60 seconds.

Beyond intake speed, the retainer process — intake form, conflict check, fee agreement, payment — is a manual multi-step process at most firms. TWS OS turns it into a structured, automated workflow that runs itself from first contact to signed retainer.

Core Workflows

Workflow Template

Potential Client Inquiry → Intake Call Booked

4 nodes

Triggered on contact form submission. The AI reads the legal matter description, qualifies the inquiry, and books an intake call — all without staff involvement.

1
ai_agent_intake
AI reads the legal matter
Identifies practice area (personal injury, family law, criminal, business litigation), urgency level, and any statute-of-limitations signals.
2
send_sms
Immediate acknowledgment
"Hi James, thank you for contacting our firm about your [practice area] matter. An attorney will review your case. In the meantime, let's get an intake call scheduled."
3
appointment_booking
Intake call scheduled
Surfaces available intake call slots for the appropriate practice area attorney. Client self-selects a time.
4
send_email
Intake confirmation + prep materials
Confirmation email with call details, what documents to have ready, and a link to the pre-intake questionnaire.
Workflow Template

Post-Intake → Retainer Invoice & Onboarding

4 nodes

Triggered when an attorney marks the intake call as qualified. Generates the retainer invoice and begins the client onboarding sequence automatically.

1
stripe_invoice_generation
Retainer invoice generated
Stripe invoice created for the agreed retainer amount and sent directly to the client. Payment routes to your firm's Stripe account. TWS never holds funds.
2
send_sms
Invoice delivery notification
"James, your retainer invoice has been sent to your email. Secure payment link: [link]. Please complete within 48 hours to reserve your case slot."
3
wait
Wait for payment confirmation
Execution pauses until invoice.paid event fires from Stripe webhook. If unpaid after 48 hours, an invoice reminder loop begins.
4
send_email
Onboarding sequence begins
Welcome email with client portal access, case number, assigned attorney contact, and document upload instructions.
⚠️
Texas Bar Compliance Note

TWS OS automations are communication and scheduling tools. All automated messages must comply with Texas Disciplinary Rules of Professional Conduct, particularly Rules 7.02–7.07 regarding attorney advertising and solicitation. All client-facing automated messages should be reviewed by your compliance counsel before activation. TWS OS provides templates; your firm is responsible for ensuring compliance with applicable rules.

Common Triggers for This Vertical

contact_form_submission

Website inquiry form or intake questionnaire submission.

appointment_completed

Intake call marked complete by attorney — begins retainer sequence.

invoice_paid

Retainer payment confirmed — triggers client onboarding workflow.

invoice_overdue

48-hour unpaid retainer — automated reminder loop begins.

Built for Texas law firms

See how TWS OS handles your intake pipeline

We work with personal injury, family law, criminal defense, and business litigation practices across Houston, Dallas, and Austin.

Book a Free Demo →
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