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AI That Handles Intake, Follow-Up, and Documents — So You Can Practice Law

Quick answer

Florida law firms lose 8–15 hours a week to intake calls, document drafting, and lead follow-up. Sourcy builds AI systems that handle all three — onsite setup and training included — for personal injury, family law, immigration, and real estate law firms across Florida.

Florida law firms lose 8–15 hours a week to intake calls, document drafting, and lead follow-up. Sourcy builds AI systems that handle all three — onsite setup and training included — for personal injury, family law, immigration, and real estate la...

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Implementation snapshot
StartAssessthe workflow and source records
BuildConnectsupported systems and permissions
LaunchTrainthe people responsible for the work
ImproveMeasurequality, exceptions and operating cost
Capabilities

Core Capabilities

What AI Does for Florida Law Firms

For Florida law firms, Sourcy builds intake and follow-up agents that answer calls, qualify leads, and draft initial pleadings so attorneys spend more time in court and on strategy. Sourcy comes onsite, integrates with your practice management, and gets your team live in 30 days with hands-on training—typical firms cut admin time by half and recover 8–15 billable hours weekly.

Practice Areas We Serve

Sourcy works with Florida personal injury, family law, estate planning, criminal defense, immigration, real estate, and business firms to streamline intake, follow-up, and document assembly for each specialty. Using Sourcy Data to enrich leads and Sourcy Growth to generate GEO-targeted prospects, your firm will reduce client intake time from minutes to under ninety seconds for common matters and cut document prep by 40–70 percent.

Frequently Asked Questions

Our FAQ answers what happens during Sourcy’s onsite 30-day go-live, how we protect client privilege and comply with Florida rules, and which integrations work with your case management. You'll also see pricing (starting at $300/month for a tightly scoped, low-support configuration; managed delivery is scoped separately), when our Colombian Sourcy HI team steps in for tasks like complex drafting or human sales, and how we train staff to use the workflows hands-on.

Ready to Cut Your Firm's Admin Time in Half?

If you want to halve administrative workload, Sourcy deploys on-site, configures intake, follow-up sequencing, and document assembly, and trains your staff to extract immediate value—typically live in 30 days. Starting at $300/month for a tightly scoped, low-support configuration; managed delivery is scoped separately, firms reclaim 8–15 hours weekly, increase consultation bookings with Sourcy Growth outreach, and convert more clients without adding headcount.

Florida law firms lose 8–15 hours a week to intake calls,...

Florida law firms lose 8–15 hours a week to intake calls, document drafting, and lead follow-up. Sourcy builds AI systems that handle all three — onsite setup and training included — for personal inju

Six automation workflows that free your attorneys to prac...

Six automation workflows that free your attorneys to practice law instead of managing admin.

The Challenge

The Challenge: Manual Processes Are Holding Back Your Business

Florida law firms lose 8–15 hours a week to intake calls, document drafting, and lead follow-up. Sourcy builds AI systems that handle all three — onsite setup and training included — for personal injury, family law, immigration, and real estate law firms across Florida.

The Sourcy Approach

Onsite AI Implementation — We Come to Your Office

Florida law firms lose 8–15 hours a week to intake calls, document drafting, and lead follow-up. Sourcy builds AI systems that handle all three — onsite setup and training included — for personal injury, family law, immigration, and real estate law firms across Florida.

Our Platforms

AI Operating Brains Built Around Industry Workflows

Sourcy platforms hold the approved data, workflow state, business rules, permissions, and review paths that give agents the context to do approved repeatable work. Blueprint supports A&E, Agency Nexus supports insurance, Sitework supports construction, and Implio supports PEO and HR operations.

FAQ

What questions should you answer before choosing an AI implementation partner?

How long does AI implementation take?
The timeline depends on the workflow, data readiness, integrations and review requirements. Sourcy agrees discovery, testing, training and launch milestones in the written proposal.
Does AI replace employees?
No. AI handles repetitive tasks so your team can focus on high-value work — client relationships, strategy, and complex analysis that actually grows your business.
What industries does Sourcy build platforms for?
Sourcy builds purpose-built platforms for specific industries: Blueprint for architects and engineers, Agency Nexus for insurance agencies, Implio for PEO and HR companies, Sitework for contractors and construction firms, and Sourcy Data for AI-powered analytics. Each platform is both industry management software and the intelligence layer that drives its AI agents — built from scratch for that industry so the workflows and the AI share the same data model.
Is my business data secure with AI?
Yes. All Sourcy AI systems are built with security controls scoped to the deployment, data encryption at rest and in transit, and role-based access controls.
Get started

Ready to Transform Your Business with AI?

Schedule a complimentary AI strategy session. We will assess your current workflows, identify the highest-ROI automation opportunities, and deliver a concrete implementation roadmap — at no cost.

Request a ProposalA written scope for your workflow→