New Matter Intake Agent
Conducts client intake conversations, runs conflicts checks, and tees up matter opening for partner review.
VoiceConflictsIntake
New Matter Intake Agent
Polished agent demo — preview
Agent running
Agent thinking
- 1Reading inputs and pulling relevant context across systems…
- 2Building a plan: 4 steps, 2 tools, 1 human approval gate.
- 3Executing steps with progress streaming back to the user.
- 4Decision made. Drafting summary and queuing for review.
This demo is a polished preview. Book a build to see the production version.
The problem
Intake is a partner bottleneck. Calls take 45 minutes; conflict checks lag; clients shop elsewhere.
What the agent does
- Holds the intake call by voice or chat with empathy and rigor
- Runs conflicts across the firm's matter database and external data
- Drafts an engagement letter and matter-open package for partner approval
Business value
Lifts intake-to-engagement conversion by 28% and shortens partner intake time per matter from 90 to 10 minutes.
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