# Professional Services AI agents — 50 revenue outcomes Mihu runs | Mihu AI Professional Services # Run intake, billing and client communication — so the practice runs itself Conflict checks, matter status updates, invoice chasing and retainer renewals — across voice, WhatsApp, SMS and email, in 40+ languages. No legal, tax or professional advice. Scheduling, logistics, routing and informational only. Mihu never gives legal, tax or professional advice — anything substantive is escalated to a licensed attorney, CPA or consultant, with full context. Revenue operation All outcomes 50 Capture & Qualify Leads 4 Recover Lost Revenue 4 Convert & Close Deals 1 Retain, Renew & Grow 8 Support & Resolve 24/7 29 Outbound Campaigns at Scale 4 Deal stage All stages 50 Pre-Sales 9 Deal 3 After-Sales 38 50 outcomes Popular ### New Matter Intake & Conflict Check (https://mihu.ai/solutions/professional-services/prof-conflict-check) Capture new client/matter details completely and trigger the conflict check before any engagement conversation continues. Voice / SIP 100% new matters screened before consultation Set up outcome Popular ### Consultation Booking with Practice Area Routing (https://mihu.ai/solutions/professional-services/prof-consult-routing) Route prospective clients to the right practice-area expert, with the fee structure communicated upfront. Voice / SIP 55% consultation booking rate from qualified enquiries Set up outcome Intake ### Referral Source Attribution & Thank-You (https://mihu.ai/solutions/professional-services/prof-referral-attribution) Track where new clients came from and close the loop with a thank-you to the referrer. Email 90% referral sources correctly attributed Set up outcome Intake ### Urgent Matter Triage (https://mihu.ai/solutions/professional-services/prof-urgent-triage) Identify time-sensitive matters at intake and escalate immediately — the agent never assesses deadline risk itself. Voice / SIP 100% time-sensitive matters escalated within 1h Set up outcome Intake ### Fee Agreement & Engagement Letter Distribution (https://mihu.ai/solutions/professional-services/prof-engagement-letter) Get signed engagement letters and fee agreements completed before substantive work begins. Email 98% engagement letters signed before work begins Set up outcome Intake ### Retainer / Trust Account Funding Coordination (https://mihu.ai/solutions/professional-services/prof-retainer-funding) Collect and confirm retainer funding before work begins, per trust accounting requirements. Email 95% retainers funded before work commences Set up outcome Intake ### Multi-Practice-Area Cross-Referral (Internal) (https://mihu.ai/solutions/professional-services/prof-internal-crossreferral) Identify when a client's matter touches a second practice area and coordinate a warm internal introduction. Email 30% internal cross-referral conversion Set up outcome Intake ### Prospective Client No-Show Rescue (https://mihu.ai/solutions/professional-services/prof-noshow-rescue) Recover prospective clients who no-show their initial consultation, the same day. SMS Voice / SIP 40% no-show recovery-to-rescheduled rate Set up outcome Intake ### Group / Class Action Intake Coordination (https://mihu.ai/solutions/professional-services/prof-class-action-intake) Handle high-volume intake efficiently when a firm is accepting many similar claims. SMS Email 97% eligibility screening accuracy Set up outcome Intake ### Language Access & Interpreter Coordination (https://mihu.ai/solutions/professional-services/prof-interpreter-coord) Ensure non-English-speaking prospective clients get accurate intake and confirmed interpretation for the consultation. Voice / SIP 95% consultations with confirmed interpreter coverage Set up outcome Popular ### Document Collection for Active Matters (https://mihu.ai/solutions/professional-services/prof-doc-collection) Collect client documents needed for an active matter systematically, chasing only what's outstanding. WhatsApp -35% matter delays from outstanding documents Set up outcome Matters ### Court Date / Deadline Calendar Confirmation (https://mihu.ai/solutions/professional-services/prof-deadline-confirm) Confirm clients are aware of and prepared for upcoming court dates or filing deadlines — logistics only. SMS Voice / SIP 90% scheduling conflicts caught before the date Set up outcome Matters ### Matter Status Update to Client (https://mihu.ai/solutions/professional-services/prof-matter-status) Proactively update clients on where their matter stands, cutting "any update?" calls. Email -45% client-initiated status calls Set up outcome Matters ### Expert Witness / Vendor Coordination (https://mihu.ai/solutions/professional-services/prof-vendor-coord) Coordinate scheduling and logistics with experts, appraisers, or other third-party vendors. Email Voice / SIP -30% vendor-caused matter delays Set up outcome Matters ### Closing / Settlement Logistics Coordination (https://mihu.ai/solutions/professional-services/prof-closing-logistics) Coordinate the logistics of a closing or settlement so nothing is missed on the day. Email -40% closing-day delays Set up outcome Matters ### Matter Reassignment Communication (https://mihu.ai/solutions/professional-services/prof-reassignment) Communicate a change in the assigned professional smoothly, with an introductory call offered. Email Voice / SIP 100% affected clients notified before transition Set up outcome Matters ### Multi-Matter Client Consolidated View (https://mihu.ai/solutions/professional-services/prof-consolidated-view) For clients with multiple active matters, provide a single consolidated status view instead of disjointed updates. Email 90% multi-matter clients receiving a consolidated view Set up outcome Matters ### Matter Closing & File Archival Notification (https://mihu.ai/solutions/professional-services/prof-matter-closing) Formally close matters and notify clients clearly, with final billing settled as part of closing. Email 95% matters formally closed with client notification Set up outcome Matters ### Compliance Deadline Tracking (Corporate Clients) (https://mihu.ai/solutions/professional-services/prof-compliance-deadlines) Track recurring compliance deadlines for ongoing corporate/business clients proactively. Email 0 missed compliance deadlines Set up outcome Matters ### Conflict Waiver Request Coordination (https://mihu.ai/solutions/professional-services/prof-conflict-waiver) Coordinate obtaining a conflict waiver from existing clients — purely tracking, never a conflicts judgment. Email 100% waivers executed before new engagement begins Set up outcome Billing ### Time Entry Reminder for Billable Professionals (https://mihu.ai/solutions/professional-services/prof-time-entry) Improve time entry compliance so bills are accurate and go out faster. SMS Email +15% unbilled time captured before write-off Set up outcome Billing ### Pre-Bill Review Distribution to Professionals (https://mihu.ai/solutions/professional-services/prof-prebill-review) Get pre-bills reviewed and approved by the responsible professional before they go out. Email -50% billing delays from unreviewed pre-bills Set up outcome Popular ### Invoice Delivery & Payment Reminder (https://mihu.ai/solutions/professional-services/prof-invoice-reminder) Deliver invoices reliably and follow up on payment with a direct link, escalating real disputes. Email SMS 75% invoices paid within standard terms Set up outcome Billing ### Trust / Retainer Balance Replenishment (https://mihu.ai/solutions/professional-services/prof-retainer-replenish) Request retainer replenishment when a trust balance runs low, before work has to pause. Email 80% replenishment received before depletion Set up outcome Billing ### Fee Dispute Intake & Escalation (https://mihu.ai/solutions/professional-services/prof-fee-dispute) Handle client billing disputes fairly, verifying facts before any substantive resolution is escalated. Voice / SIP 85% disputes resolved within target timeframe Set up outcome Billing ### Alternative Fee Arrangement (AFA) Milestone Billing (https://mihu.ai/solutions/professional-services/prof-afa-milestone) Manage milestone-based billing for flat-fee or alternative fee arrangement matters accurately. Email 90% milestone invoices triggered within 2 business days Set up outcome Billing ### Write-Off / Bad Debt Escalation (https://mihu.ai/solutions/professional-services/prof-writeoff-escalation) Flag aged, uncollected balances for a formal write-off or collections decision. Email -20% aged AR percentage year over year Set up outcome Billing ### Client Cost / Expense Reimbursement Documentation (https://mihu.ai/solutions/professional-services/prof-expense-reimbursement) Collect and process expense reimbursement requests with proper documentation, before billing the client. Email 90% expenses documented and billed same cycle Set up outcome Billing ### New Client Billing Preference Setup (https://mihu.ai/solutions/professional-services/prof-billing-preference) Set up each new client's billing preferences correctly from day one, confirmed before the first invoice. Email -30% billing-format-related complaints Set up outcome Billing ### Budget Alert for Client-Capped Matters (https://mihu.ai/solutions/professional-services/prof-budget-alert) Notify both client and professional proactively as a capped matter approaches its limit. Email 0 matters exceeding budget without notification Set up outcome Documents ### Secure Document Portal Onboarding (https://mihu.ai/solutions/professional-services/prof-portal-onboarding) Get clients set up and comfortable using the firm's secure client portal, with an alternative if they can't. SMS WhatsApp 75% clients successfully activated on the portal Set up outcome Documents ### Signature Request Tracking & Follow-up (https://mihu.ai/solutions/professional-services/prof-signature-tracking) Track every outstanding signature request firm-wide and follow up systematically by urgency. SMS Email 98% deadline-critical signatures completed on time Set up outcome Documents ### Client Meeting Prep Material Distribution (https://mihu.ai/solutions/professional-services/prof-meeting-prep) Send relevant prep materials ahead of client meetings — distribution only, never commenting on substance. Email 90% meetings with prep materials sent ahead Set up outcome Documents ### After-Hours Emergency Contact Routing (https://mihu.ai/solutions/professional-services/prof-afterhours-emergency) Route genuine after-hours emergencies to the right on-call professional, without missing the non-urgent ones. Voice / SIP 100% genuine emergencies routed to on-call Set up outcome Documents ### Client Satisfaction Check-in Mid-Matter (https://mihu.ai/solutions/professional-services/prof-midmatter-checkin) Catch client dissatisfaction with communication or service mid-matter, before it becomes a bigger problem. Voice / SIP 100% concerns escalated within 24 hours Set up outcome Documents ### Third-Party Document Request Coordination (https://mihu.ai/solutions/professional-services/prof-thirdparty-docrequest) Coordinate the logistics of responding to opposing counsel/third-party document requests within deadlines. Email 95% responses coordinated within required deadline Set up outcome Documents ### Multi-Party Matter Communication Coordination (https://mihu.ai/solutions/professional-services/prof-multiparty-comm) Manage communication across multiple parties on the same matter consistently, with zero misdirected sensitive information. Email 0 distribution errors on sensitive information Set up outcome Documents ### Portal Document Expiration Reminder (https://mihu.ai/solutions/professional-services/prof-portal-expiration) Remind clients to download and save important documents before portal access windows expire. SMS 90% documents accessed before window expiration Set up outcome Documents ### Document Translation Coordination (https://mihu.ai/solutions/professional-services/prof-translation-coord) Coordinate professional, certified translation of key documents for non-English-speaking clients. Email 85% translations completed within target timeline Set up outcome Documents ### Post-Matter Document Return & File Delivery (https://mihu.ai/solutions/professional-services/prof-file-delivery) Return original documents and deliver the client's final file promptly at matter conclusion. Email 90% original documents returned within target timeline Set up outcome Growth ### Client Anniversary / Milestone Recognition (https://mihu.ai/solutions/professional-services/prof-anniversary) Recognize long-standing client relationships at meaningful milestones with a personal message. Email 95% milestones recognized on schedule Set up outcome Growth ### Cross-Sell to Existing Clients (New Practice Area) (https://mihu.ai/solutions/professional-services/prof-cross-sell) Introduce existing clients to other practice areas they may not know about, when the fit is genuine. Email 20% cross-sell-to-new-matter conversion Set up outcome Growth ### Client Alumni / Referral Network Engagement (https://mihu.ai/solutions/professional-services/prof-alumni-network) Keep past clients engaged as a referral source through relevant, non-salesy content. Email 40% past clients engaged Set up outcome Growth ### Industry / Regulatory Update Alert (https://mihu.ai/solutions/professional-services/prof-regulatory-alert) Alert clients proactively when a regulatory or industry change is relevant to their specific situation. Email 15% alert-driven consultation requests Set up outcome Growth ### Client Satisfaction Survey & NPS Tracking (https://mihu.ai/solutions/professional-services/prof-nps-survey) Systematically measure client satisfaction and route promoters and detractors appropriately. Email 100% low scores escalated within 24 hours Set up outcome Growth ### Speaking / Thought Leadership Lead Follow-up (https://mihu.ai/solutions/professional-services/prof-thoughtleadership-followup) Follow up on leads generated from a partner's speaking engagement, article, or webinar. Email Voice / SIP 20% lead-to-consultation conversion Set up outcome Growth ### Ongoing Retainer Relationship Onboarding (https://mihu.ai/solutions/professional-services/prof-retainer-onboarding) Onboard clients who've signed an ongoing retainer relationship with clear expectations from day one. Email Voice / SIP 85% 90-day check-in completion Set up outcome Growth ### Retainer Renewal & Scope Review (https://mihu.ai/solutions/professional-services/prof-retainer-renewal) Proactively review and renew ongoing retainer relationships before they lapse, surfacing scope mismatches. Voice / SIP 80% retainer renewal rate Set up outcome Growth ### Client Feedback-Driven Service Improvement (https://mihu.ai/solutions/professional-services/prof-feedback-loop) Turn recurring client feedback themes into actionable practice management improvements. Email 60% recurring themes showing improvement over 2 cycles Set up outcome Growth ### Community / Bar Association Networking Follow-up (https://mihu.ai/solutions/professional-services/prof-networking-followup) Follow up systematically on professional networking contacts, nurtured over time by the professional who made them. Email 90% networking contacts followed up within 1 week Set up outcome No outcomes match your filters. Clear filters Why teams choose Mihu Never miss a lead Fill the calendar Recover revenue that's slipping away Cut cost-to-serve One layer across voice + messaging ### Apps this needs ### How it works ### Data sources ### What it targets