AI chief of staff for small law firms

Hey Teo helps small law firms keep intake, client communication, and billing follow-ups consistent and auditable.

How this helps

No technical knowledge required: no coding, no complex setup, and no operations playbook needed.

Client expectations and deadlines do not wait for a quiet inbox. Hey Teo helps teams operationalize recurring communication so partners spend time on legal work, not chasing status threads.

Standardize intake follow-up and missing-document reminders.
Coordinate client update cadence for active matters.
Support invoice and retainer reminder workflows.
Reduce dropped internal handoffs between staff and attorneys.

How to implement

1
Map intake and matter milestones
Identify where delays and missed follow-ups hurt most.
2
Set approval boundaries
Keep sensitive communications review-first where required.
3
Operate from one weekly queue
Review open loops, billing risk, and client expectations together.

Frequently asked questions

Is this legal advice?

No. Hey Teo supports operational workflows; legal judgment stays with licensed professionals.

Can we restrict what gets automated?

Yes. Approval rules and templates are configurable.

Does it integrate with practice management tools?

Hey Teo is designed to coordinate across your existing stack as integrations become available.

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Build a law firm intake follow-up system for faster consult booking, missing-document reminders, and consistent client communication—no technical knowledge required.

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