Industries
Less admin around the law, more time for the law.
Intake forms, conflict checks, missing documents, first drafts and deadlines take hours that clients don’t see. We automate that groundwork, and a lawyer or notary approves everything that matters.
intake #118 · Tuesday 10:05done
- 01intake form and attached documents
- 02conflicts against the client list
- 03documents still missing
- 04engagement letter from your template
- 05the lawyer reviews the letterapproved
- 06letter for e-signature, open the file
steps6/6
time12 min
approved byLaura
Sound familiar?
- New clients send documents by email, one at a time, in no particular order
- Conflict checks mean searching several lists by hand
- First drafts start from an old file and a lot of copy-paste
- Deadlines live in someone’s calendar and someone’s memory
Take repetitive work off your team
- Client intake
- Forms and documents collected, checked for gaps, and filed in the right place.
- Conflict checks
- New names checked against your client and opposing-party lists.
- First drafts
- Contracts and letters drafted from your own templates, for review.
- Deadlines
- Dates pulled from documents into one calendar, with reminders.
Offer your clients something new
- A client portal
- Clients upload documents and see where their file stands.
- Guided questionnaires
- Clients answer the right questions before the first meeting.
- Plain-language summaries
- Drafted for you to review before they go to the client.
Common questions.
What about confidentiality?
We keep documents in your own systems where possible, use AI providers that don’t train on your data, and can run sensitive work in the EU or on your own server. Nothing is sent to a client without a person’s approval.
Does AI give legal advice here?
No. It prepares, sorts and drafts. A lawyer or notary reviews and decides.
Where does your team lose the most hours?
Tell us how a new matter starts today. We’ll show you which steps could prepare themselves.