DoneAutomation.com
Concept designLegal

Conversational Legal Intake

The problemIntake collects the whole story before checking conflicts, and attorneys get messy notes.

  • Runs the conflict check before a single detail about the matter is collected
  • Reads uploaded documents and drafts an attorney-ready memo
  • Deadline math and firm criteria stay rule-based and reviewed by the firm
Diagram: web chat, SMS, voice and document upload feed an intake agent and the firm's rules database, producing an attorney memo, urgent alerts, booking and case management.
Concept design, shown with client details removed. An illustration, not a shipped client system. Open the diagram on its own ↗

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