Prospective-client intake
Convert a form and uploaded files into a concise staff summary, parties list, key dates for review, and missing-information checklist.
AI Automation for Law Firms
Give staff a cleaner first pass on intake and paperwork.
Organize prospective-client information, collect missing documents, and prepare staff-reviewed matter summaries without replacing legal judgment.
Example Workflows
Administrative preparation that keeps professionals in control.
Document collection
Track which requested documents arrived, identify gaps, and prepare a tailored follow-up draft for staff approval.
Matter-start preparation
Standardize naming, folders, checklists, and internal handoff summaries after the firm has approved the next step.
Important Boundary
Administrative AI—not automated legal advice.
The system does not decide whether to accept a matter, interpret law, calculate legal deadlines autonomously, or communicate substantive advice without attorney approval.
✓ Attorneys and staff approve all substantive outputs
✓ Dates and extracted facts are surfaced for verification
✓ Access follows the firm’s confidentiality controls
✓ Pilot scope is documented before real-data use
Possible First Pilot
Intake summary and missing-information checklist.
A prospect completes a structured form and uploads approved documents. The workflow prepares a standardized summary and checklist for staff review; staff decides every next action.