AI Legal Client Intake Agent
This agent automates the initial client intake workflow—collecting contact information, case details, conflict-of-interest screening, and supporting documents through guided conversation. It eliminates manual form processing, reduces intake bottlenecks, and ensures consistent information capture before matter opening. The agent integrates with your practice management system to pre-populate client records and flag conflicts in real time, letting your intake team focus on relationship-building instead of data entry.
How it works
We analyze your current intake process, define required data fields, and design the agent conversation to match your firm's workflow. The agent is built to connect directly to your practice management system (Clio, Lawmatics, etc.) and runs in production on your domain or embedded in your intake portal. We handle deployment, testing, and ongoing performance monitoring.
Key benefits
Use cases
Frequently asked questions
Can the agent check for conflicts automatically?
Yes. The agent queries your existing client database in real time using client name, opposing party, or matter type. It flags potential conflicts and can pause intake if a match is found, routing to your compliance team for review before proceeding.
What practice management systems does this integrate with?
We build custom integrations with Clio, Lawmatics, NetDocuments, and other platforms via API. We can also integrate with custom databases or document management systems your firm uses.
How does it handle complex or unusual cases?
The agent is designed to recognize when a case falls outside standard intake patterns and escalate to a human intake coordinator. It can also branch into specialized intake flows based on initial case type responses.
Can clients use this on mobile or web?
Yes. The agent works on web browsers and mobile devices. We can embed it in your website, deploy it as a standalone portal, or integrate it into your existing client portal interface.
Want this for your business?
Tell us what you'd like to automate — we'll reply with concrete next steps, no sales pitch.
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