Intake qualified before the consult.
Billable hours lost to unqualified consults, document chasing, and status-update calls. An operating layer runs intake, follow-up, and matter organization — without unsupported legal advice, ever.
Where the hours and leads go.
- Consults burned on matters the firm would never take
- Potential clients lost to firms that respond first
- Paralegal hours spent chasing documents and signatures
- Clients calling for status updates because nothing proactive goes out
- Firm knowledge living in one partner's head
Intake conversations qualify the matter type, jurisdiction, and urgency before a human touches it. Document collection runs on polite, persistent autopilot. Matter summaries are drafted before meetings. Internal assistants answer process questions from the firm's own knowledge base. Every client-facing message can require attorney approval — and the system never gives legal advice.
What we'd put on the layer first.
Real workflows we build for this industry — each with approval gates exactly where you want human judgment.
Intake & conflict screening
New inquiry → structured intake conversation → matter type, timeline, and fit assessed → qualified consults scheduled; misfits referred out politely.
Document collection
Engagement signed → checklist issued → automatic reminders until every document is in → paralegal notified only when action is needed.
Matter summaries
Before each meeting: a one-page summary of the file, recent activity, outstanding items, and deadlines — drafted for attorney review.
Client communication
Proactive status updates on firm-approved templates, consult reminders, and follow-up sequences — attorney-approved before sending where required.
AI does the work. You approve what matters.
Every workflow ships with approval settings. Sensitive actions — pricing, outbound messages, anything customer-facing you choose — wait in a queue you can clear from your phone in seconds.
- Consult hours spent only on qualified matters
- Faster response than any firm relying on office-hours callbacks
- Paralegal time recovered from document chasing
- Fewer 'just checking in' calls interrupting billable work
- Lead — Karen M., fence quoteLow risk
No reply in 2 days. Send the follow-up text with the updated quote link.
ApproveEdit - Proposal — Hilltop DentalReview pricing
Proposal drafted from your template. $4,850, net-15, 3 line items.
ReviewEdit - Social — Before & after, Unit 12Low risk
Post drafted with photos and caption. Scheduled for Thursday 9:00 AM.
ApproveEdit - Invoice — #1042, 14 days overdueLow risk
Payment reminder drafted. Friendly tone, includes payment link.
ApproveEdit
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Legal clients comparison-shop now — the firm that responds in five minutes wins the engagement over the one that calls back Thursday. Intake automation is where small firms beat big ones.
Entry workflows start at $99–$399/month. Serving small businesses in all 50 U.S. states.
