BenchPoint AI is a ready-to-deploy legal intake and client communication agent built for solo practitioners and small law firms — no developer required.

BenchPoint AI handles client intake, qualification, scheduling, and common questions around the clock, so no inquiry sits unanswered and no opportunity slips through the cracks.

This is a complete, operational system, not just a prompt. It includes:

24/7 client intake and qualification
Appointment scheduling and automated follow-ups
FAQ and client communication handling
Multi-channel deployment: SMS, email, and website chat

BenchPoint AI is built to be resold or relaunched under your own brand — a perfect "blueprint" for anyone looking to launch their own legal-tech AI business without spending 40+ hours building it from scratch.

What you get:

Full source code and configuration
Setup guide for deployment
A foundation that's already proven and ready to customize or extend

Whether you're looking to flip this as your own AI business or use it to launch client work fast, BenchPoint AI gets you from zero to operational in days, not months.

BenchPoint AI — Setup Guide

Welcome to your new legal intake and client communication agent! BenchPoint AI is designed to monitor incoming client inquiries, answer common questions, qualify leads, and book appointments on your calendar without you lifting a finger.

🐳 Docker Quick Start (Recommended)

If you have Docker installed, this is the fastest way to get started.

Setup Environment: Copy .env.example to .env and fill in your API keys.
Run System: Execute docker compose up -d.
Webhook Mode: By default, the Docker container runs the webhook server on port 8080.
Logs: Check performance with docker compose logs -f.
Update Knowledge: Edit knowledge_base.json and run docker compose restart.

🚀 Standard Getting Started

1. Configure Your "Brain"

The agent uses a file called knowledge_base.json to understand your practice. You can open this file (it's just text) and update:

Qualification Criteria: Tell the AI exactly what case types or client profiles you take on.
FAQs: Add common questions you get and the exact answers you want the AI to give (office policies, consultation process, fees structure, etc.).

2. Connect Your Accounts

Your agent needs permission to send emails and texts. These are stored in the .env file. You will need:

OpenAI API Key: For the AI's reasoning.
Gmail App Password: To send/receive emails.
Twilio Credentials: To send/receive text messages.

3. Managing the Agent

Run the run.py application to see the control panel. From here, you can:

Sync Inquiries: Click this to have the agent check for new messages and respond to them.
Analyze Feedback: See how the agent is performing and view suggestions on how to improve its intake scripts (prompts).
View Configuration: Verify your firm name and booking link.

📈 Improving Performance

The agent tracks every conversation. If you notice it's qualifying the wrong clients, go to the Feedback Analysis in the control panel. The AI will suggest specific "Prompt Diffs" (changes to its instructions) that you can apply to make it smarter over time.

⚖️ What's Not Included (By Design)

This version of BenchPoint AI handles intake, scheduling, and client communication only. It does not review, analyze, or flag legal documents, and does not include case research or drafting capability. It's built as a clean, working foundation — ready for you to extend with those capabilities if you choose to build them out.

🛡️ Security & Privacy

All your API keys are stored locally on your server.
The agent only responds to inquiries who contact you first.
You can review every interaction in the logs/ folder.

For support or advanced customization, please contact your technical implementation team.

BenchPoint AI

Overview

Mission

Value Proposition

Target Customer

Revenue Model

KPIs

Current Build Status

The team

Setup