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Law firms & intake teams

Legal Intake

Qualify new matters quickly by collecting facts, conflicts data, and documents before your attorneys step in.

Talk to our team Preview clones
What to expect
Captures matter details with structured prompts that mirror your intake forms.
Collects IDs, contracts, and evidence links via secure follow-up messages.
Routes high-value or urgent matters directly to the right practice lead.
Capabilities

What this agent handles for you

Records client contact info, practice area, jurisdiction, and timelines in one pass.
Screens for conflicts or funding needs before handing off to humans.
Schedules consultations based on attorney availability and matter priority.
Delivers next steps and document requests via email or SMS automatically.
Outcomes

What teams typically see

  • Faster qualification with fewer back-and-forth emails.
  • Reduced no-show rates thanks to automated reminders and prep notes.
  • Cleaner, more complete files before attorneys begin billable work.
Plan a rollout

Rollout playbook

How we launch this in weeks, not months

Talk through the rollout
1Step 1

Mirror your existing intake questionnaire and required disclosures in the agent prompts.

2Step 2

Connect calendars and case-management tools for conflict checks and scheduling.

3Step 3

Define escalation rules for sensitive or high-dollar matters before launch.