New Matter Intake & 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
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
Deal stage
50 outcomes
Consultation Booking with Practice Area Routing
Route prospective clients to the right practice-area expert, with the fee structure communicated upfront.
Voice / SIP 55% consultation booking rate from qualified enquiriesReferral Source Attribution & Thank-You
Track where new clients came from and close the loop with a thank-you to the referrer.
Email 90% referral sources correctly attributedUrgent Matter 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 1hFee Agreement & Engagement Letter Distribution
Get signed engagement letters and fee agreements completed before substantive work begins.
Email 98% engagement letters signed before work beginsRetainer / Trust Account Funding Coordination
Collect and confirm retainer funding before work begins, per trust accounting requirements.
Email 95% retainers funded before work commencesMulti-Practice-Area Cross-Referral (Internal)
Identify when a client's matter touches a second practice area and coordinate a warm internal introduction.
Email 30% internal cross-referral conversionProspective Client No-Show Rescue
Recover prospective clients who no-show their initial consultation, the same day.
SMSVoice / SIP 40% no-show recovery-to-rescheduled rateGroup / Class Action Intake Coordination
Handle high-volume intake efficiently when a firm is accepting many similar claims.
SMSEmail 97% eligibility screening accuracyLanguage Access & Interpreter Coordination
Ensure non-English-speaking prospective clients get accurate intake and confirmed interpretation for the consultation.
Voice / SIP 95% consultations with confirmed interpreter coverageDocument Collection for Active Matters
Collect client documents needed for an active matter systematically, chasing only what's outstanding.
WhatsApp -35% matter delays from outstanding documentsCourt Date / Deadline Calendar Confirmation
Confirm clients are aware of and prepared for upcoming court dates or filing deadlines — logistics only.
SMSVoice / SIP 90% scheduling conflicts caught before the dateMatter Status Update to Client
Proactively update clients on where their matter stands, cutting "any update?" calls.
Email -45% client-initiated status callsExpert Witness / Vendor Coordination
Coordinate scheduling and logistics with experts, appraisers, or other third-party vendors.
EmailVoice / SIP -30% vendor-caused matter delaysClosing / Settlement Logistics Coordination
Coordinate the logistics of a closing or settlement so nothing is missed on the day.
Email -40% closing-day delaysMatter Reassignment Communication
Communicate a change in the assigned professional smoothly, with an introductory call offered.
EmailVoice / SIP 100% affected clients notified before transitionMulti-Matter Client 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 viewMatter Closing & File Archival Notification
Formally close matters and notify clients clearly, with final billing settled as part of closing.
Email 95% matters formally closed with client notificationCompliance Deadline Tracking (Corporate Clients)
Track recurring compliance deadlines for ongoing corporate/business clients proactively.
Email 0 missed compliance deadlinesConflict Waiver Request Coordination
Coordinate obtaining a conflict waiver from existing clients — purely tracking, never a conflicts judgment.
Email 100% waivers executed before new engagement beginsTime Entry Reminder for Billable Professionals
Improve time entry compliance so bills are accurate and go out faster.
SMSEmail +15% unbilled time captured before write-offPre-Bill Review Distribution to Professionals
Get pre-bills reviewed and approved by the responsible professional before they go out.
Email -50% billing delays from unreviewed pre-billsInvoice Delivery & Payment Reminder
Deliver invoices reliably and follow up on payment with a direct link, escalating real disputes.
EmailSMS 75% invoices paid within standard termsTrust / Retainer Balance Replenishment
Request retainer replenishment when a trust balance runs low, before work has to pause.
Email 80% replenishment received before depletionFee Dispute Intake & Escalation
Handle client billing disputes fairly, verifying facts before any substantive resolution is escalated.
Voice / SIP 85% disputes resolved within target timeframeAlternative Fee Arrangement (AFA) Milestone Billing
Manage milestone-based billing for flat-fee or alternative fee arrangement matters accurately.
Email 90% milestone invoices triggered within 2 business daysWrite-Off / Bad Debt Escalation
Flag aged, uncollected balances for a formal write-off or collections decision.
Email -20% aged AR percentage year over yearClient Cost / Expense Reimbursement Documentation
Collect and process expense reimbursement requests with proper documentation, before billing the client.
Email 90% expenses documented and billed same cycleNew Client Billing Preference Setup
Set up each new client's billing preferences correctly from day one, confirmed before the first invoice.
Email -30% billing-format-related complaintsBudget Alert for Client-Capped Matters
Notify both client and professional proactively as a capped matter approaches its limit.
Email 0 matters exceeding budget without notificationSecure Document Portal Onboarding
Get clients set up and comfortable using the firm's secure client portal, with an alternative if they can't.
SMSWhatsApp 75% clients successfully activated on the portalSignature Request Tracking & Follow-up
Track every outstanding signature request firm-wide and follow up systematically by urgency.
SMSEmail 98% deadline-critical signatures completed on timeClient Meeting Prep Material Distribution
Send relevant prep materials ahead of client meetings — distribution only, never commenting on substance.
Email 90% meetings with prep materials sent aheadAfter-Hours Emergency Contact Routing
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-callClient Satisfaction Check-in Mid-Matter
Catch client dissatisfaction with communication or service mid-matter, before it becomes a bigger problem.
Voice / SIP 100% concerns escalated within 24 hoursThird-Party Document Request Coordination
Coordinate the logistics of responding to opposing counsel/third-party document requests within deadlines.
Email 95% responses coordinated within required deadlineMulti-Party Matter Communication Coordination
Manage communication across multiple parties on the same matter consistently, with zero misdirected sensitive information.
Email 0 distribution errors on sensitive informationPortal Document Expiration Reminder
Remind clients to download and save important documents before portal access windows expire.
SMS 90% documents accessed before window expirationDocument Translation Coordination
Coordinate professional, certified translation of key documents for non-English-speaking clients.
Email 85% translations completed within target timelinePost-Matter Document Return & File Delivery
Return original documents and deliver the client's final file promptly at matter conclusion.
Email 90% original documents returned within target timelineClient Anniversary / Milestone Recognition
Recognize long-standing client relationships at meaningful milestones with a personal message.
Email 95% milestones recognized on scheduleCross-Sell to Existing Clients (New Practice Area)
Introduce existing clients to other practice areas they may not know about, when the fit is genuine.
Email 20% cross-sell-to-new-matter conversionClient Alumni / Referral Network Engagement
Keep past clients engaged as a referral source through relevant, non-salesy content.
Email 40% past clients engagedIndustry / Regulatory Update Alert
Alert clients proactively when a regulatory or industry change is relevant to their specific situation.
Email 15% alert-driven consultation requestsClient Satisfaction Survey & NPS Tracking
Systematically measure client satisfaction and route promoters and detractors appropriately.
Email 100% low scores escalated within 24 hoursSpeaking / Thought Leadership Lead Follow-up
Follow up on leads generated from a partner's speaking engagement, article, or webinar.
EmailVoice / SIP 20% lead-to-consultation conversionOngoing Retainer Relationship Onboarding
Onboard clients who've signed an ongoing retainer relationship with clear expectations from day one.
EmailVoice / SIP 85% 90-day check-in completionRetainer Renewal & Scope Review
Proactively review and renew ongoing retainer relationships before they lapse, surfacing scope mismatches.
Voice / SIP 80% retainer renewal rateClient Feedback-Driven Service Improvement
Turn recurring client feedback themes into actionable practice management improvements.
Email 60% recurring themes showing improvement over 2 cyclesCommunity / Bar Association Networking Follow-up
Follow up systematically on professional networking contacts, nurtured over time by the professional who made them.
Email 90% networking contacts followed up within 1 weekNo outcomes match your 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