A solo practice or small firm loses billable hours to intake admin. This intake agent collects client details, sorts each matter by type, and routes it, so a practitioner spends time on cases instead of forms. (Operate within your own compliance rules.)
What's Included
- Structured intake: the right questions per matter type.
- Matter sorting: each case tagged and routed.
- Conflict prompts: surfaces what to check.
- Client records: everything filed as connected projects.
How To Use
- Clone the agent and set your intake questions.
- Share the intake link with new clients.
- Let it sort and route matters.
- Pick up cases ready to work.
See legal builds in the Community Gallery or open the client portal generator.
