Legal Conflict Check + Intake
Runs conflict checks across your matter database, then runs intake — before you take the call.
The problem
Clio Manage starts at $99/user but conflict-check + intake still consumes paralegal hours. Solo attorneys skip the check entirely. Bar grievances follow.
What changes
New prospect calls or fills out form. Agent runs conflict check against your matter database, gathers full intake (parties, dates, jurisdiction), drafts engagement letter, schedules a consult only if conflict-clear.
A day in the life
What this agent actually does.
- 1
Prospect submits intake form at 11pm
- 2
Agent runs name + entity conflict check against your Clio matters
- 3
Conflict-clear → drafts engagement letter, books consult, sends NDA. Conflict found → routes to you, no booking
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
AI Receptionist
Answers every call in 2 rings. Sounds human. Qualifies, books, escalates — 24/7.
Replaces
Smith.ai $285/mo + Hatch $400–900/mo + missed-revenue floor
Knowledge Concierge
Your SOPs, pricing, FAQs, and tribal knowledge — instantly searchable by your team and customers. Trained on YOUR stuff.
Replaces
$1,500 onboarding consultant + tribal-knowledge insurance
Appointment Reminder Bot
SMS + email reminders with one-tap reschedule. Cuts no-shows ~40%. Beats Solutionreach $199 module.
Replaces
Solutionreach $199/mo or Weave reminder module
Add Legal Conflict Check + Intake to your swarm.
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