Every inquiry answered. Every matter structured.
Prospective clients reach your firm at 9pm, on weekends, mid-trial-week — and the ones who get silence sign elsewhere. The intake desk interviews every inquiry with your firm's own questions, flags names for your conflicts check, and puts a structured file in front of your attorneys. It never gives legal advice, because that is your job.
No legal advice. No conflicts cleared by the desk. No attorney-client relationship until your firm confirms it in writing.
24/7
Inquiries interviewed with your firm's own intake questions
0
Legal advice given — attorneys advise, the desk collects
Same day
Urgent matters flagged to a human at the firm
Controlled sample
Qualifying a new matter without practicing law
Prospective client
My former business partner just sued me over our operating agreement. Do I have a case if I countersue?
Intake desk
I can't advise on the merits — only an attorney can, and no attorney-client relationship exists yet. What I can do is get your details in front of the right attorney quickly. Which state was the business registered in?
Prospective client
Delaware, but we both live and operate in New Jersey. The partner's name is Daniel Vance.
Intake desk
Recorded: Delaware entity, New Jersey operations, adverse party Daniel Vance — that name goes to the firm's conflicts check before anything else. If you were served papers, the response clock may already be running, so I'm flagging this for same-day attorney review. Can you upload the complaint and the operating agreement?
Standing controls in this exchange
No legal advice, no merits opinions, no outcome predictions — attorneys advise, the desk collects.
No attorney-client relationship is implied; engagement begins only when the firm confirms it in writing.
Adverse-party names route to the firm's conflicts check before scheduling proceeds.
What comes back
Three deliverables, every inquiry that comes in.
A structured intake file
Contact details, practice area, jurisdiction, timeline, and the facts — captured with your intake questions and ready for attorney review, not scattered across voicemails.
Conflicts pre-screen flags
Adverse-party names collected and flagged for your conflicts check before scheduling proceeds. The desk flags; your firm clears.
Scheduled consultations
Consultations offered only from your configured availability, with document requests from your checklist so attorneys open a complete file.
How it works
Your intake process, answered around the clock.
Mirror your questionnaire
Your intake questions, required disclosures, and escalation rules become the desk's script — not a generic form. Nothing is asked that your firm didn't approve.
Inquiries get interviewed
One clear question at a time, at any hour. Party names route to your conflicts check, documents are requested from your checklist, urgent matters go straight to a human.
Attorneys review, then engage
Structured files and conflicts flags land with your intake staff. Engagement begins only when your firm confirms it — the desk says so plainly to every prospective client.
What it costs
Start free in your own space, or have it set up for your practice.
Try it first
See it interview a matter
Free
- The same desk, already set up and hosted by ScaleMe in a private, confidential space of your own.
- Walk through an intake yourself and see the structured file, the conflicts flag, and the advice boundary with your own eyes.
- All the same standing controls: no advice, no cleared conflicts, urgent matters escalated.
Set up for your practice
The pilot
Fixed priceagreed on the scoping call
- Configured on your firm's intake questionnaire, required disclosures, and escalation rules — so it sounds like your front desk from day one.
- Measured against a baseline agreed before work starts: response time, completed intake files, consultations booked.
- A one-page pilot memo — scope, data handling, advice boundary, exit — for the partners to approve before anything runs.
- Afterwards, if it earns its keep: a monthly retainer sized to real usage, agreed together. No long contract to start.
Tell us about your intake volume and we confirm fit, agree the price and baseline on the call, and send next steps the same business day.
The pilot is judged on evidence, not promises: the baseline you agree before work starts is the measuring stick, and you keep the measurements.
Why it's safe to bring in
Built so the partners can approve it without a debate.
A firm's worries about intake automation are specific: unauthorized practice, conflicts, confidentiality, and a missed limitation period. Each has a standing control the desk cannot override — and the whole set fits on the one-page pilot memo.
No practice of law
The desk collects facts and schedules consultations. It gives no advice, no merits opinions, no outcome predictions, and tells every prospective client that only an attorney can advise and no engagement exists until the firm confirms it in writing.
Confidential by structure
Everything a prospective client shares lives in your firm's tenant-isolated workspace. One prospective client's information is never repeated to another, and intake files reach only your staff.
Conflicts stay human
The desk collects the party names your conflicts check requires and flags potential conflicts. It never runs the check, never clears a name, and never schedules past an unresolved flag.
Urgency goes to people
Imminent deadlines, statute-of-limitations questions, and safety concerns stop the intake flow and go to a human at the firm immediately — a served complaint is never left in a queue overnight.
Questions first
The questions you should be asking.
Is this the unauthorized practice of law?
The desk does structured intake under your firm's supervision: it collects facts, requests documents, and schedules consultations. It gives no legal advice and no opinion on the merits, and it tells prospective clients that plainly. Your firm's own counsel sets policy — the pilot memo gives them exactly what to review.
What happens with conflicts of interest?
The desk collects adverse-party names and flags them for your conflicts check before scheduling proceeds. It never clears a conflict itself — that judgment stays with the firm, using whatever conflicts process you already run.
Where does prospective-client information go?
Into your firm's own tenant-isolated ScaleMe workspace. It is treated as confidential, never shared across matters or with other prospective clients, and usage logs record what the desk did.
Can it quote our fees?
Only your firm's published fee language, verbatim. It never negotiates, estimates, or improvises fee terms — anything beyond the approved language goes to a human.
What if a matter is urgent?
Deadlines, limitation-period questions, and safety concerns interrupt intake and go to a human at the firm immediately. The desk is built to escalate early rather than triage legal urgency itself.
What happens if we stop?
Stop pointing inquiries at the desk and it has nothing new to read. The pilot memo names the exit terms up front, and your firm's intake files remain your firm's.
Something else on your mind? Ask before you start— a human answers.
Try it on something real.
The free space is the same product with the same standing controls — see it handle one real case before anyone talks about money.