LegalLegal

Turn Consultations into Organized Case Files Instantly

Generate structured intake summaries, conflict check checklists, engagement letter drafts, and client communications from initial consultation notes. Save 2-3 hours per new matter.

The Problem

After every consultation, you spend 1-2 hours creating intake memos, drafting engagement letters, and sending follow-up emails. That is $300-$600 worth of unbillable time per client.

The Solution

The Legal Intake Agent processes your consultation notes and generates a structured intake summary, conflict check list, engagement letter draft, and client follow-up email — all in under a minute.

What You Get

Structured intake summaries from rough consultation notes
Conflict check checklists generated automatically
Engagement letter templates customized to the matter type
Professional client follow-up emails sent the same day

See It in Action

You Provide

Client: Maria Santos. Matter: Contested divorce with child custody dispute. Opposing party: Robert Santos. Married 12 years, 2 children (ages 8 and 5). Assets include family home and small business.

Agent Outputs

Complete intake package: structured case summary, conflict check list with all named parties, engagement letter draft for family law retainer, and a warm follow-up email to Maria with next steps.

Ready to Try the AI Client Intake for Law Firms?

Deploy this agent in under 2 minutes. No credit card. No setup fee. Cancel anytime.

Starts at $49 CAD/mo after trial. All plans include this agent.

Explore More AI Agents