5 min read
Proposal flow & AI auto-send
Respond to marketplace cases manually or save templates that automatically send proposals when new matching cases arrive.
Marketplace proposals & AI auto-send
Marketplace
Family Law — Miami-Dade
Client seeking representation for custody matter.
Proposal template
Flat fee · Initial consultation included
Enable AI Auto-send
Matching new cases in your practice areas and counties are proposed automatically using your saved template.
12 proposals sent this week
How it works
- 1Browse Best Matches in Marketplace to see client cases that fit your filters.
- 2Open a case and Submit proposal — choose pricing, message, and optional template name.
- 3Save the proposal as a reusable template in Settings → Proposal templates for similar matters.
- 4Enable AI Auto-send on a saved template to match practice areas and counties.
- 5Review sent proposals under the Proposals sent tab; you receive an email summary after bulk auto-send batches.
Good to know
- Auto-send respects your marketplace filters and skips cases that do not match county or practice area rules.
- Firms with an outstanding engagement billing balance cannot auto-send until the balance is resolved.
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