Professional Services · Legal & Law Firms
The conflict check runs before the caller has finished talking.
We build the intake assistant that meets every new inquiry, captures the matter and the parties, checks for conflicts against your client list, and books a consultation with the right practice group. An attorney handles everything that follows.
Matter intake · building
Conflict check clear · consultation booked with P. Anand, Thursday 10:00am
Collects information only. An attorney provides all advice.
Which of your practice groups would this thread route to?
The first call, timed
First response
Under 2 minutes
any hour a new inquiry arrives
Conflict checks
Run before contact
against the full client and matter list
Practice routing
Automatic
matched to the group that handles it
Consultations
Booked in-thread
no separate call to schedule
Where new inquiries stall
Three places a matter loses time before it opens
1.Intake without triage
1.1A new inquiry sits in a shared inbox until an attorney has a free minute, and by then the caller has usually already called another firm.
1.2The matter, the parties, and the urgency get asked for a second time once someone finally responds.
2.Conflicts caught too late
2.1A conflict only turns up once an attorney has already spent an hour on the file, when it should surface before the first phone call.
2.2A quick manual name search misses a related entity, or a former client under a different name.
3.A slow start to the file
3.1The engagement letter and matter number wait on someone remembering to open the file after the first meeting.
3.2A client asks where things stand and nobody can answer without digging through email.
What the assistant handles
Four jobs, one thread
Client intake & triage
Every new inquiry is met immediately, the matter and parties captured in plain language, and the urgency assessed before anyone picks up the phone.
Conflict checking
Names are checked against your client and matter list the moment they're given, so an attorney never opens a file that shouldn't have been opened.
Consultation scheduling
A qualified inquiry books straight onto the right attorney's calendar with a summary attached, so the first conversation starts with full context.
Document & matter-opening support
Once a matter is engaged, the assistant collects the documents it needs and drafts a first engagement letter for an attorney to review and send.
The docket
Every matter lands with the group built to run it
Contract, lease, and business disputes.
Formation, financing, and contracts.
Divorce, custody, and support matters.
Purchase, sale, and title disputes.
Workplace disputes and compliance.
Wills, probate, and estate planning.
The conflict check
Checked before the file exists
Scan result · matter M-24-0562
D. Marsh · M-24-0562
Conflict clear · routed to Commercial Litigation
Flagship · the first call
The file an attorney actually opens
The boundary is the point of this, never a caveat on it. Intake captures facts and runs the conflict check. It doesn't advise, and the record of what was said lets an attorney pick the matter up without starting the conversation again.
By the time an attorney sees the notification, the matter is captured, the conflict check has run and cleared, and a consultation is already on the calendar. The assistant stops there.
- Every fact from the call is logged before the file reaches an attorney
- A conflict check runs and is recorded before any advice is given
- The assistant answers intake questions only. It doesn't advise on the matter
- An attorney reviews the file and provides all legal advice from here
Getting you live
Map the intake path
We chart how inquiries arrive today (phone, web, referral) and where they currently wait.
Build the conflict list
Your client and matter list is connected, so every name gets checked the moment it's given.
Wire practice-group routing
Inquiries are matched to the group and attorney who actually handle that kind of matter.
Launch supervised
The assistant goes live with attorneys reviewing every routed matter until the pattern is proven.
The engagement letter
From first call to matter number
Intake
Conflict clear
Consultation
Engagement letter
Matter opened
A signed engagement letter reaches the client the same day the consultation ends
The matter number and deadline calendar exist before the first invoice does
An attorney opens a file that already has a conflict result and a full transcript attached
The gap between a call and a conflict check, closed
Most intake tools stop at scheduling. This one checks the name against your client list before the first consultation is even confirmed, so an attorney never opens a file that should have been declined.
Questions
What firms ask first
[]Does the assistant give legal advice?
No. It handles intake, scheduling, conflict checks, and document collection. Every question about the merits of a matter is answered by a qualified attorney.
[]How does the conflict check work?
The moment a prospective client names the parties involved, those names are checked against your client and matter list. A clear result lets intake continue; anything uncertain is flagged for an attorney before any consultation is booked.
[]Is client information kept confidential?
Yes. Intake conversations and the resulting file are held inside your firm's access controls, visible only to the attorneys and staff entitled to see them.
[]Can it route to the right practice group on its own?
It matches the matter type described at intake to the practice group that actually handles it, and hands the file straight to a specific attorney's calendar.
[]What happens after a consultation is booked?
An attorney reviews the file and conducts the consultation. If the firm takes on the matter, the assistant helps prepare the engagement letter and open the file with a matter number and deadline calendar.
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