Prospective-client intake
Classify inquiry type, check completeness, and route conflict-check inputs without making an acceptance decision.
Create bounded workflows for intake, routing, chronology drafts, and follow-up, with attorney review before any consequential communication or legal conclusion.
Each example is a starting point. The assessment maps your current process, systems, data, review point, and measurable definition of success before anything is built.
Classify inquiry type, check completeness, and route conflict-check inputs without making an acceptance decision.
Create approved folders, task lists, and internal notifications from a completed intake.
Draft source-linked timelines for attorney review from approved matter documents.
Prepare status-request and missing-information drafts for a person to approve before sending.
Legal strategy, privilege decisions, conflicts clearance, deadlines, advice, and filings stay under attorney control. Client material is not placed in an AI tool until the firm approves that use.
Every industry page leads to the same implementation model: a $1,500 fixed-scope assessment, a $5,000+ bounded implementation sprint, and optional managed support from $1,500 per month.
You can stop after any stage. Software subscriptions, extensive data cleanup, and custom enterprise integrations are scoped separately.
See engagement detailsI will help determine whether it is a good automation candidate and scope the smallest useful next step.