Client Intake Pro
For law firms and professional services.
Taking on a new client should not mean an afternoon of forms, conflict searching, and reading. This package handles the first pass and hands you the judgment calls.
From $4,800 Ready in about 3 to 4 weeks. Written instructions and 30 days of support included.What is included
Intake built around your practice
A digital new-client process that asks what your practice actually needs, in the order you actually need it.
Automatic conflict checks
Every new matter is checked against your existing client list. Anything unclear is flagged for a person rather than being approved without review.
First-pass document reading
Long documents summarized so you know what you are looking at before you read them properly. It supports your reading, it does not replace it.
Privacy limits and a clear record
Confidentiality boundaries are set before it goes live, and you get a record of what the AI saw and what it did with it.
How it works
- A free 20 minute fit call. We work out whether this genuinely helps you.
- A fixed-price proposal. In writing, before any work starts.
- We build it, then hand it over. Written instructions and 30 days of support, with the Care Plan if you want ongoing upkeep.
Not sure this is the right fit? Compare the four packages, or just book the call and we will tell you.