Legal Intake Specialist

Qualifies inquiries, gathers case details, and prepares matters for attorney review.

→ Never miss a qualified matterRevenue driver · ≈4 hrs/wk backIncrease RevenueSave Time
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What it does every day

  • Qualify inbound inquiries against your intake criteria
  • Gather case details and documents before attorney review
  • Run conflict checks against existing matters
  • Route each matter to the right practice group

How deployment works

  1. 1 · Connect

    We connect the Legal Intake Specialist to the systems this workflow already lives in, no rip-and-replace.

  2. 2 · Learn

    It learns your playbook, voice, and rules from real examples your team approves.

  3. 3 · Run

    It qualifies inquiries, gathers case details, and prepares matters for attorney review: daily, with human-in-the-loop controls where you want them.

  4. 4 · Measure

    Outcomes are tracked against one goal: never miss a qualified matter.

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Works with your tools
  • DocuSign
  • Ironclad / ContractWorks
  • Google Drive / Box
  • Outlook
Not sure where this fits?

Book a discovery call and we’ll map your workflows to the right specialists.

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