When Victoria needs information from your client, just click "Ask Client". Victoria reformulates your question into client-friendly language, sends it through the secure portal, and extracts facts directly into CaseMind. Focus on legal strategy, not administrative follow-up.
Read Full DocumentationSee how Ask Client eliminates manual client communication overhead
Manual email/phone requests
Draft Email
5 minutes to write client-friendly request
Wait for Response
1-3 days average response time
Follow-Up Calls
Multiple attempts if client doesn't respond
Manual Data Entry
Copy information into case management system
Total Cost
$28-58 in attorney time per request
Problem: Expensive, slow, prone to errors
Automated AI collaboration
One-Click Request
Click "Ask Client" button—Victoria handles the rest
AI Reformulation
Converts legal language to client-friendly questions
Secure Portal Delivery
Instant notification to client through portal
Auto Fact Extraction
Facts extracted to CaseMind—all agents updated
Total Cost
$0.09-0.20 per request—97% savings
Solution: Fast, affordable, accurate
Cross-portal AI collaboration in 4 simple steps
While helping you with Financial Analyst, Co-Counsel, or Discovery, Victoria detects missing information not in CaseMind
"I need the client's current monthly income to calculate child support"
You review Victoria's request and click the 'Ask Client' button—that's it. No drafting emails, no manual work
One-click approval sends request to Victoria Client Liaison
Victoria Client Liaison converts legal/technical language into friendly client questions and sends through secure portal
"Your attorney needs your current monthly income for child support calculation. Please provide your gross monthly income and upload a recent pay stub."
Client answers through portal. Victoria extracts facts and updates CaseMind. All Victoria agents now have the information
Income: $5,500/month → Automatically available to Financial Analyst, Co-Counsel, Discovery
Handle 3x more client requests with your current team
Your attorneys spend 10 minutes per client information request on drafting emails, following up, and data entry. With Ask Client handling 50 requests/month, that's 8+ hours freed up monthly for billable legal work—without hiring additional staff.
Handle significantly more cases with your current team size by automating administrative follow-up.
Victoria doesn't just relay messages—she adds intelligence
Converts legal/technical language into client-friendly plain English automatically
Intelligently detects when documents are needed and adds upload capability to request
Automatically extracts structured facts from client answers and updates CaseMind
Checks for similar recent questions to prevent asking clients the same thing twice
All communication through encrypted client portal—no insecure email
Victoria includes relevant case context so clients understand why information is needed
Let Victoria's Ask Client feature automate client communication—handle significantly more cases without hiring
7-day free trial • No charge for 7 days • Cancel anytime