Legal Intake Assistant
DemoHarbrook & Cho is a small personal-injury and family-law firm in Princeton. Half their new matters arrive after hours, and a missed callback is a client who already hired someone else. This assistant screens the inquiry, checks for conflicts, and books the consult while the office is dark
24/7Intake Open
4Checks Per Inquiry
30 minConsult Booked
0Repeat Questions
Screened Before the Office Opens
Walk through a real after-hours inquiry. Step through the conversation to watch the matter get classified, checked, and booked
Harbrook & Cho LLP
Client Intake
Matter type
I was rear-ended at a red light three weeks ago. The other driver's insurance now says I was partly at fault and will only cover half my medical bills.
Step 1 of 5
What It Handles, and What It Leaves to a Lawyer
What It Handles
- Practice-area screening from a plain-language inquiry
- A conflict check against the firm's client list
- Urgency and filing-deadline flags
- Booking the consult and summarizing it for the attorney
It Leaves to the Lawyer
- Legal advice and strategy
- Anything about fees
- Predicting how a matter will turn out
- The decision to take the case
This is a sample built on an invented firm. Yours would be scoped to your practice areas, your conflict list, and the questions you actually want asked