Agentic Workflows

Connect the steps.
Keep your team in control.

Build sequences across Voice AI, SMS text, email, and case updates. Define what starts the work, what the agent can do, and where a person takes over.

Book a demo Review the guardrails

Your rules connect the stepsIllustrated workflow

New inquiry

Respond, then route.

A sequence starts from a defined event.

Trigger

A new inquiry enters the workflow.
Contact

Use approved Voice AI, SMS text, or email steps.
Handoff

Route the response to intake or a booking step.

Illustration of a configured workflow.

Case follow-up

Ask for the missing item.

Keep a specific case task at the center of the conversation.

Trigger

A case needs a document or an updated answer.
Follow up

Use the approved message and contact schedule.
Record the result

Make the response available to the team and connected system.

Your firm defines the criteria and reviews the result.

Design the exceptions as well as the happy path.

The workflow should account for a response, no response, and a request for human help.

Define the trigger

Choose the event or case condition that should start the sequence.

Set the allowed actions

Approve the questions, channels, timing, and data changes for each step.

Decide the handoff

Name the team, task, or calendar that receives the next step.

Five configurable outreach guardrails.

Your firm owns the compliance program, including the consent and data it supplies.

Allowed calling hours

Set the calling windows for your outreach.

Recording consent

Configure recording consent in the states that require it.

AI disclosure on calls

Include the required disclosure in your call setup.

Opt-in capture

Capture opt-in for SMS text and Voice AI.

Dedicated compliance log

Review the records of the configured outreach guardrails.

Shared responsibility

Review your consent, contact rules, and opt-out practices with the people responsible at your firm.

Read the trust overview

The Claude connector has its own scope.

Use the connector page to see the current actions and confirmation requirements.

The broader Kayse workflow platform and the Claude connector support different actions. In the connector, campaigns and lead-source mappings are read-only. Review the current tool list before choosing a workflow.

Read what Kayse for Claude can do →

The AI tools your firm already uses.

Right now, people are hooking AI straight up to voice calling tools and dialers. Some are using it to cold call consumers and business owners with no consent, no guardrails, and no audit trail.

Claims over unwanted calls carry statutory damages. Per call. Plaintiff firms know the stakes better than anyone.

Kayse was built for plaintiff law firms, with configurable guardrails around how and when your firm reaches people, and we keep expanding the platform as the outreach and AI rules evolve at the federal and state level. Now we made Kayse work inside the AI tools your firm already uses. ChatGPT. Claude. Microsoft Copilot.

We give your firm the tools. Your firm sets the rules. The combination is what reduces risk.

Guardrails, opt-in records, and a dedicated compliance log

Kayse gives you configurable guardrails: allowed calling hours, recording consent in the states that require it, AI disclosure on calls, opt-in capture for SMS text and Voice AI, and a dedicated compliance log. Your firm owns its compliance program, including opt-ins, consent sourcing, contact data, and outreach rules.

Allowed calling hours, time zone rules, and frequency caps
Opt-in capture for SMS text and Voice AI, tracked across channels
AI disclosure on calls, and recording consent where states require it
A dedicated compliance log of outreach attempts

Kayse includes opt-in capture, allowed calling hours, AI disclosure on calls, and a dedicated compliance log. Your firm decides what rules to set and how to source contacts.

Kayse provides tools and safeguards designed to support your firm's compliance program. Compliance outcomes depend on how your firm sources contacts, obtains consent, and configures outreach. Kayse does not provide legal advice. Consult your firm's compliance counsel for guidance specific to your practice.

AI Workflows

Engage Voice AI, SMS text, and email in seconds the moment a new lead drops in from your CRM. AI Workflows run inside the guardrails your firm sets, so your team focuses on real, qualified leads.

Kayse has a built-in connector for Law Ruler, Litify Matters and SmartAdvocate. Litify Intakes, Clio Manage, Filevine, Salesforce and 40+ more connect through Zapier, and anything else connects by webhook. Your CRM stays where it is. Kayse adds the guardrails.

See the connection method for each system →

Keep your case system in the loop.

Choose who will build and maintain the connection before you launch.

Included in your launch

Momentum and Scale each include one supported connection. Scale covers broader agreed mapping. When it runs through Zapier, Kayse builds and tests it in Kayse's Zapier account at no separate charge. Your order lists the system, the fields, which way they sync, who owns the main record, and who maintains it.

Changes later

New intake questions can need mapping updates. Changes outside your launch scope, custom integrations and data cleanup are quoted and approved in writing first. Third-party fees are billed by that vendor.

Read the integration scope

Put it to work

Map one workflow with us.

Bring a trigger, the information you need, and the point where your staff should take over.

Book a demo View plans

Connect the steps.Keep your team in control.