Digital coworker · Law firms
Law firm intake coordinator
Makes sure no inquiry goes cold. It reads every new inquiry, gathers the key facts, prepares conflict-check inputs, and gets qualified matters in front of the right attorney the same day.
Where the time goes today.
Inquiries arrive after hours and through four channels. The promising ones go to whoever happens to see them first.
Gathering the facts and running conflicts takes days of back-and-forth before an attorney even sees the matter.
How the coworker works.
- 01
Read the inquiry
Extracts the parties, the matter type, jurisdiction, dates, and urgency signals from the email or form.
- 02
Fill the gaps
Asks the prospective client for missing facts within approved templates, and never offers legal advice.
- 03
Prep conflicts
Assembles the conflict-check inputs from the practice-management system for staff to run.
- 04
Route
Matches the matter to the right practice area and attorney with a one-page intake summary.
- 05
Track
Follows each inquiry to a decision, then files or declines it per firm policy.
Where people stay in charge.
Waits for a person
- Engagement decisions
- Any communication beyond fact-gathering templates
- Conflict determinations
What we measure
- Time from inquiry to attorney review
- Qualified matters lost to delay
- Staff hours per intake
Typical systems
- Clio
- MyCase
- Outlook
- Microsoft 365
- NetDocuments
Next step
Want this coworker on your team?
We’ll map your version of the job, size the return, and build it with approvals on from day one.