Industry · Legal Services

An intake clerk that qualifies matters without giving legal advice.

Law firms and boutiques: matter intake, conflict checks, scheduling — with a hard wall against unauthorized advice.

Legal Services · AI agent• Online
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The industry problem

What's breaking in legal services right now.

Untrained intake = UPL risk

Front desk gives 'a little advice'; unauthorized practice of law exposure.

Conflict checks take days

Manual conflict checks slow client onboarding; competitors win faster.

Inbound matters poorly qualified

Partners spend hours on calls with wrong-fit clients.

Scheduling burns paralegals

Endless back-and-forth to find a 30-min consult slot.

How it works · 01

What the intake clerk knows

  • Practice areas, partner specialties, capacity
  • Client roster for conflict checks
  • Fee structures: hourly, flat, contingency, retainer
  • Required intake docs by matter type
  • Court calendars and deadline awareness
  • Hard wall: never gives legal advice
How it works · 02

What it does for every customer

  • Qualifies matters with structured intake
  • Runs preliminary conflict check instantly
  • Books consultations with payment and engagement letter
  • Collects intake documents to data-room
  • Sends deadline-aware reminders
  • Escalates urgent matters (TROs, arrests) immediately
A real example

Mid-size firm · 45 attorneys · 6 practice areas

Inbound matters/mo
180
Conflict check time
2 days
Consult fee leakage
30%
Partner intake hours
20/wk
Before the AI agent
2 days
Conflict check
30%
Consult fee leakage
20h/wk
Partner intake time
Risky
Untrained intake
Friday · 23:40 Reply < 30s
I was let go yesterday after 11 years. They want me to sign severance with non-compete. Need to consult ASAP. Can I afford it?
Sorry to hear — I can absolutely book a consult, and I want to be upfront: I cannot give legal advice myself. What I can do: confirm fit, run a conflict check, book a 30-min paid consultation (₪450, held in escrow until the call). Quick fit questions: 1) Employer name (for conflict check), 2) Was role salaried or independent? 3) Country/state of employment? 4) Date of termination, 5) Have you signed anything yet? Take your time.
Employer: Lendor Tech. Salaried. Israel. Yesterday. Haven't signed anything.
Conflict check: clear (no past or current Lendor Tech matter). Good news — strongest matter type while unsigned. Best match: Atty Maya, 14 yrs employment law incl. non-compete pushback. Slot open tomorrow 10:00 (30 min, ₪450). Maya needs before the call: the severance offer document, your employment contract, and any equity vesting docs. I'll send a secure upload link and a one-page intake form. Want to lock 10:00? Important: don't sign anything until after consult.
What your team sees
Matter
✅ Qualified · employment / severance
Conflict
Clear · Lendor Tech
Booking
Atty Maya · Tomorrow 10:00 · ₪450
Docs requested
Severance offer · contract · equity
UPL risk
Zero · no advice given
Pushed automatically to your CRM via webhook.
After 4 months
Conflict check
<2 min
From 2 days
Consult fee capture
98%
Held in escrow
Partner intake time
−85%
Reclaimed
UPL incidents
0
Hard rails
Industry-specific

Built for legal services.

01

UPL hard wall

Cannot offer legal advice or opinions — only intake, scheduling, logistics.

02

Instant conflict check

Runs against client roster and recent matters in seconds.

03

Consult fee escrow

Captures fee at booking; no more no-shows or fee leakage.

04

Secure intake

Documents uploaded to encrypted matter folder; access by attorney only.

05

Deadline awareness

TROs, filing deadlines, statutes of limitation — flagged for urgency.

06

Practice-aware routing

Matches matter to the right specialist; no generalist guesswork.

Who it fits

Made for every shape of legal services.

General-practice firms

Family, civil, criminal

Corporate firms

M&A, finance, IP

Boutique specialists

Single-practice depth

In-house legal

Vendor & inbound intake

International firms

Multi-jurisdiction

Legal aid

High-volume intake

Common questions

  • Yes — native connectors for the tools law firms use (CRM, scheduler, billing, catalog). Custom APIs via webhooks.

Ready when you are

Intake without UPL risk. Capture every consult fee.

14 days · No credit card · Cancel any time

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