Qualify new matters quickly by collecting facts, conflicts data, and documents before your attorneys step in.
The demo shows a prospective client arriving after hours — structured intake, a conflicts pre-screen flag, and a hard stop where legal advice would begin.
My former business partner just sued me over our operating agreement. Do I have a case if I countersue?
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?
Delaware, but we both live and operate in New Jersey. The partner's name is Daniel Vance.
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?
Merits questions get a plain refusal and a fast path to an attorney — the desk never predicts outcomes or interprets the law.
Adverse-party names are captured for the firm's conflicts check; the desk never clears a conflict itself.
Served papers trigger same-day human review instead of a scheduling loop — limitation periods are never triaged by the agent.
Rollout playbook
Mirror your existing intake questionnaire and required disclosures in the agent prompts.
Connect calendars and case-management tools for conflict checks and scheduling.
Define escalation rules for sensitive or high-dollar matters before launch.
Next step
We will map the first bounded workflow, its approval points, and the evidence needed before broader rollout.