AI Legal Intake Assistant
An AI assistant that collects client information and documents for legal matters, extracts key facts, and prepares a clean package for attorney review.
What the agent does
The assistant gathers and structures. The attorney reviews and advises. Strong confidentiality and data boundary controls.
What data it needs
Access to the relevant systems (CRM, email, calendar, documents) plus your business rules and examples of good outputs.
What it should NOT do
Make final pricing, legal, clinical, or relationship decisions. Send anything externally without review on high-stakes items. Act outside the scoped rules.
Human approval checkpoints
Before any external communication on quotes, contracts, or regulated topics. Before writing back to core systems of record on financial or compliance fields.
Best-fit businesses
small law firms and solo practitioners
Ready to explore what AI can do for your business?
Book a focused 20-minute call. We will look at your specific workflows and identify the highest-ROI opportunities.
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