Capture structured prospective-client intake, eliminate repetitive data entry into practice management tools, and search approved internal firm templates with strict human oversight.
We focus on repetitive intake, routing, and document preparation tasks where your specialists spend time on admin rather than high-judgment work.
Prospective clients calling after hours or during hearings and reaching voicemail
Intake coordinators manually re-keying questionnaire details into practice management software
Attorneys and paralegals searching across folders for approved firm clauses, checklists, and SOPs
Strict confidentiality, privilege, and accuracy expectations requiring verifiable citations
Intake systems never provide legal advice, evaluate legal merits for a caller, or form an attorney-client relationship. Every legal analysis or client communication requires licensed attorney review.
Connected workflows that combine predictable software rules with AI steps for summarizing, categorizing, extracting or preparing information.
A defined front-desk voice experience for approved questions, caller intake, routing, overflow coverage and supported scheduling.
Permission-aware retrieval of approved company information with source references and defined escalation for unsupported answers.
Practical policies for data, provider selection, access, human oversight, evaluation and responsible AI use.
Answer overflow and after-hours phone calls transparently, gather structured caller intake details, answer approved policy questions, and route urgent issues.
Allow employees to ask plain-language questions across approved SOPs, policy manuals, and project archives—returning answers with exact paragraph citations.
Extract structured fields from incoming client emails, questionnaires, and PDF attachments to prepare clean CRM records without manual re-typing.
