A mapped enquiry flow, approved intake questions, matter-type routing, consultation handoff, follow-up logic, and a visible status view.
Legal intake system
Qualify enquiries before they reach your desk
A structured AI intake and booking system for firms that need faster response, cleaner consultation requests, and fewer back-and-forth admin messages.
Verified implementation method
Review the controlled legal intake demonstration
Controlled staging · synthetic data · attorney review remains human
Review the UroPanama case study
Illustrative workflow
An intake handoff acceptance record
Prepared example for reviewing the process. This is not a client result.
- InputBefore launch, run a prepared enquiry through the proposed approved intake system and staff inbox.
- Required contextInspect the staff record for these fields: practice area; contact preference; consultation request; checklist; conflict review; attorney queue.
- Rule and ownerA consultation request is assigned to intake; conflict review and attorney acceptance remain pending. Test a missing field, an unavailable destination and the human takeover.
Example staff record
Acceptance record: complete fields; destination write succeeded/pending; staff owner; exception route; human takeover checked; next correction.
No automated legal advice or attorney-client relationship is implied.
IntakeStructured questions
ConsultsBooked faster
RoutingBy matter type
ApprovalHuman controlled
Where legal firms lose time
Good prospects should not sit in the inbox
The system helps your team separate serious enquiries from low-fit messages, then creates a clear handoff before anyone spends billable attention.
- Missed call follow-up
Trigger a fast response path after missed calls so consultation requests do not wait until someone checks voicemail.
- Matter-type routing
Ask simple intake questions and route family, corporate, real estate, immigration, or other enquiries to the right next step.
- Consultation booking
Move qualified prospects into a booking link, pre-call questionnaire, or manual approval queue.
- Reply control
Draft replies can be prepared for approval, so your team stays in control before anything sensitive is sent.
Demo workflow
From enquiry to consultation
The demo focuses on intake quality and approval control, not replacing professional judgment.
01Capture
New enquiries from forms, email, calls, WhatsApp, or ads enter one tracked pipeline.
02Screen
The system collects contact details, matter type, urgency, location, and preferred consultation time.
03Prepare
Qualified requests become booking actions, call notes, or human-approved draft replies.
04Monitor
Your report shows leads received, replies, booked consultations, and follow-up risk.
30-day rollout
A controlled system for serious firms
Week 1: rules
We map intake questions, matter categories, disqualification rules, escalation points, and booking requirements.
Week 2: build
We create the intake flow, response drafts, booking handoff, lead ledger, and internal approval queue.
Week 3-4: tune
We test with sample enquiries, tighten wording, protect sensitive steps, and prepare scale-up reporting.
Scope and control
A clear intake system with human judgment protected
The first build focuses on one enquiry path and preserves attorney review wherever legal judgment, conflicts, urgency, or sensitive information are involved.
Practice-area rules, disqualifying conditions, conflict-check boundaries, consultation availability, and the people authorised to review each handoff.
Practice areas, offices, languages, intake channels, CRM or case-management integrations, and the firm review process.
We inspect routing accuracy, incomplete intake, response gaps, and staff overrides before adding another practice area or automation.
Start with the intake path costing your firm the most
Bring your current intake form, consultation rules, and common low-fit enquiries. The audit identifies the first workflow to fix; the demo shows how the system filters and routes it.
This system supports intake, admin, routing, and draft preparation. It does not provide legal advice and external replies remain approval-gated where professional judgment is required.