Legal Intake & Matter Triage
Every inquiry qualified, conflict-checked, and ready to sign — without a paralegal.
An intake system that qualifies new inquiries, runs a preliminary conflict check, gathers the matter details, and generates the engagement letter — so qualified clients are ready to sign while unqualified ones are politely filtered.
The problem
Intake is a leak: inquiries come in after hours, get half-qualified, and sit until someone has time. Conflict checks are manual, engagement letters are copy-paste, and good clients drift to the firm that answered first.
What we build
- 24/7 intake that qualifies inquiries against your practice areas and criteria.
- Preliminary conflict check against your existing matters and parties.
- Structured matter intake — the facts and documents you need, gathered up front.
- Auto-generated engagement letters ready for attorney review and e-sign.
- Clean routing to the right attorney, with unqualified inquiries filtered politely.
The outcome
The build
Every build is designed around your firm. We start with the one process worth automating, prove it on your real numbers, and expand from there.
Let's write the
next chapter together.
Thirty minutes, no obligation. We'll learn about your firm and tell you exactly how we'd help.