Project brief using ClientIQ's original branding and illustration.
CLIENT WORK
AI client communication connected to legal workflows.
Prompt and conversation design, product planning and delivery coordination for Kora, an assistant connected to firm information, case data and staff review.
ClientIQ connects Kora, an AI communication assistant, with the day-to-day work of a law firm. The project brought together client and case records, firm-managed information and staff review.
Onboarding and consent
Conversation flows for intake, consent and clear communication boundaries.
Connected case context
Filevine-connected client and case data, firm-managed FAQs and conversation history.
Routine updates
Recurring client communication with legal or case-specific questions escalated to staff.
Staff visibility
Reporting, conversation review and testing across the surrounding workflows.
Bruce Meek's contribution.
Over more than a year, Bruce led prompt architecture, conversation design, product requirements, workflow definition, technical planning, delivery coordination and review with the development team. The platform used React and Supabase, with Filevine integration and Postmark inbound-email workflows. His work connected the assistant's behavior with the application, integrations and development handoffs.
Product delivery and continued workflow design.
Later work covered requirements and workflow designs for tasks, calendar-linked reminders, attorney approvals and scheduling. These were a continuation of the product planning work, with clear staff visibility and approval responsibilities.
Have a workflow that needs useful AI?
Bring the users, the task and the information it depends on. We can work out a practical place to start.
