Legal Intake Desk
Legal Client Intake and Case Readiness App for Small Firms. Collect client intake in the client's own words, review cases on a staff desk, score administrative readiness with a visible rubric, track documents and consultations, and answer intake questions with a guidance chat. Not legal advice. No attorney-client relationship is created.
Legal Intake Desk is a Taskade app kit built from one prompt: 11 projects that remember, 5 AI agents that think, and 6 automations that run on their own.
Category: Forms
This Taskade Genesis app includes 11 projects, 5 AI agents, 6 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Intake Specialist, Follow-Up Coordinator and Document Coordinator. Its automations include New case staff notification, Daily stale intake review and Completed human review notification.
by @john
What you can do with Legal Intake Desk
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Legal Intake Desk works
- New case staff notification: when a case is added, then Notify the intake team and Triage the supplied answers for staff.
- Daily stale intake review: when Daily intake review at 9 AM Pacific, then Find new or incomplete intakes older than three days and Prepare the staff list.
- Completed human review notification: when human review is recorded, then Notify staff of recorded determination and Record completed review event.
Built with Taskade Genesis
- Category: Forms
- AI agents: Intake Specialist, Follow-Up Coordinator, Document Coordinator
- Automations: New case staff notification, Daily stale intake review, Completed human review notification
- Workspace: 11 projects, 5 AI agents, 6 automations