Intake Router
Routes inquiries to the right practice group based on matter type, conflict status, and attorney availability.
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For 50–500 attorney firms
Intake routing, conflict checking, document generation, matter knowledge access, and billing exception reporting — built on top of an attorney-client-privilege-aware platform.
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Pre-configured for this industry — extend or customize once you're in.
Routes inquiries to the right practice group based on matter type, conflict status, and attorney availability.
Analyzes potential engagements against existing matters to identify conflicts of interest.
Drafts engagement letters, NDAs, and pleadings from templates with matter-specific data.
Instant role-scoped access to case files, depositions, and research.
End-to-end orchestration with approval queues and full audit trail.
Inquiry → conflict check → fee approval → engagement letter sign-off.
Flags time entries that breach policy thresholds, routes to partner review.
Associate → partner → client with version control.
Operational summaries from agreed definitions — delivered, not assembled.
Realization rates, write-offs, staffing costs, by matter and partner.
Weekly exception roll-up by attorney and practice group.
Intake volume, conversion, time-to-engagement.
Works with the tools you already run.
Start free — the assistants, workflows, and reports above are fully configurable for your firm, and you can upgrade as you grow.