Transform how you onboard new clients
AI-guided intake collects all necessary information through conversational interface
Real-time conflict checking across all firm databases and matters
AI evaluates case details to assess type, jurisdiction, and initial viability
Match clients with appropriate attorneys and schedule initial consultations
Automatically populate case management and CRM systems with intake data
Accept new client inquiries and begin intake process around the clock
See how AI transforms client intake
Potential client calls at 10 PM after a car accident earlier that day.
"AI handles the intake: "I'm sorry to hear about your accident. Let me gather some information to help our personal injury team assist you. First, are you calling about injuries to yourself, or are you calling on behalf of someone else? Yourself - okay. Can you tell me approximately when and where the accident occurred? Tonight at 6 PM on Highway 101. Were there any other vehicles involved? Yes, the other driver ran a red light. Have you sought medical attention? You're at the hospital now. I'm documenting all of this. Based on what you've described, this sounds like a personal injury case our firm can help with. I've scheduled a call with Attorney Martinez for tomorrow at 9 AM. Is that time okay?""
New corporate client wants to engage the firm for a contract dispute.
"AI conducts conflict check: "Thank you for your interest in our firm. Before we proceed, I need to run a standard conflict check. The opposing party is Acme Corporation, correct? Let me check our systems... I've searched across all current matters, closed files, and our contact database. I found one potential conflict - our firm represented Acme Corporation in an unrelated trademark matter in 2019. I'm flagging this for attorney review. Our conflicts committee will review within 2 hours and determine if we can proceed. I'll call you back with the determination. In the meantime, can I gather the rest of your case information?""
Caller isn't sure what type of legal help they need.
"AI helps classify: "I understand legal issues can be confusing. Let me ask some questions to understand your situation better. You mentioned a problem with your employer - can you tell me more? They're not paying overtime. How long have you worked there, and is this affecting other employees too? Two years, and yes, several coworkers have the same issue. This sounds like it could be a wage and hour matter, possibly even a class action. Our employment law team handles these cases. Based on what you've described, I'm going to connect you with Attorney Chen who specializes in wage claims. She has availability Thursday at 2 PM for a free consultation. Shall I book that?""