The Front Door Takes Time Away From the Cases Already Open
Every new inquiry needs facts gathered, a conflict check started and a status update answered somewhere — before any attorney touches it. We build agents that do that first pass inside your practice management system, so intake doesn't compete with billable work for a paralegal's time.
The Repetitive Work Before a Matter Even Opens
Four Tasks Firms Ask Us to Build First
New Inquiry Intake & Triage
A call, web form or email comes in. The agent captures the facts in a structured way, identifies the likely practice area, flags anything time-sensitive — a deadline mentioned in passing, an approaching statute of limitations — and routes it to the right attorney or paralegal instead of a shared inbox.
First-Pass Conflict Check
Before a matter is opened, the agent cross-references the new client and matter names against your existing client and matter list and surfaces possible matches. A person reviews every flag and makes the actual call — the agent narrows what needs a look, it doesn't clear anyone.
Routine Matter-Status Answers
A client asking "what's the status" is often answerable from the practice management system without pulling a paralegal off billable work. The agent answers what it can from matter status and escalates anything that needs judgment or isn't a simple lookup.
Incoming Document Logging
Medical records, discovery responses, signed engagement letters — as documents arrive, the agent identifies which matter they belong to, files them to the right folder in your document management system, and notifies the assigned attorney they've landed.
Inside the Systems Your Firm Already Runs On
Practice Management Software
Where matters, clients and status live — the agent reads and writes here, not a separate system.
Document Management System
For filing and logging incoming documents against the correct matter.
Intake Forms & Phone
Wherever a new inquiry actually arrives, structured or not.
Calendaring & Deadline Tools
To flag time-sensitive inquiries without becoming the deadline system of record itself.
Client List / Conflicts Database
The source the first-pass conflict search runs against.
Secure Messaging
To route flags and status notifications to the attorney or paralegal who needs them.
No Legal Judgment, No Final Conflict Determination
Anything that requires evaluating the merits of a matter, weighing a legal strategy, or making the final call on a conflict of interest is not something we'll build the agent to do. Those decisions carry professional responsibility that belongs to a licensed attorney, and an agent guessing at them is a liability, not a convenience.
The agent's job is to do the structured, repetitive first pass — gather facts, surface a possible match, log a document — and hand the judgment call to a person with everything they need already attached.
Honestly, a Low-Volume Solo Practice May Not Need This
If you're personally fielding every new inquiry and it's a handful a week, you already know your client list well enough that a conflict-check agent is solving a problem that hasn't shown up yet. This tends to earn its cost at firms with enough intake volume, or enough attorneys, that a manual first pass is a genuine bottleneck.
Law Firm Questions
Does the agent decide if there is a conflict of interest?
No, and it's not built to. It runs a first-pass name and matter search against your existing client list and flags possible matches for a partner or conflicts counsel to review. The determination itself always stays with a person.
Will it give legal advice to a prospective client?
No. It gathers facts — what happened, when, who's involved — and routes the inquiry to the right practice area. It doesn't evaluate the merits of a matter or suggest a course of action; that's an attorney's judgment call.
How does it know an inquiry is urgent?
From rules your firm sets, based on what you tell us during scoping — a deadline mentioned in the intake, a statute-of-limitations flag, or specific keywords. It surfaces urgency for a person to act on rather than deciding what to do about it.
Does it replace our practice management software?
No. It reads and writes to the practice management and document systems you already use — it isn't a second place matter data has to live.
What about privileged information?
We scope access carefully during discovery — the agent only reaches the systems and data it needs for the specific task, and we talk through what that means for privilege and confidentiality before anything is connected.
Tell Us What Intake Looks Like at Your Firm
We'll tell you plainly which parts are worth automating and which should stay exactly as they are.