Client Intake Automation
Reclaim non-billable intake hours. Automate conflict checks, retainer generation, and matter opening.
Book a Consult →How it works
Your firm relies on accurate and fast intake to secure clients before your competitors do. Taking days to review conflicts and generate engagement letters costs you immediate revenue. Our custom AI workflows eliminate friction across the entire intake process:
- Automated conflict checks against your existing PMA.
- Instant retainer generation customized for the matter.
- Automated PMS matter opening once the client signs.
- Seamless e-signature workflows integrated directly.
Contact us to turn days of manual steps into minutes of automated success, allowing your team to focus strictly on practicing law.