Prospective client
“My former employer sent me a separation agreement. I have ten days.”
Home / Legal
Legal operations
Move client intake forward without asking attorneys to chase the details.
Claire coordinates the operational work around a prospective or existing client: structured intake, conflict-check preparation, document collection, consultation scheduling, status communication and context-rich handoff to the firm.
Prospective client“I was served today. Can someone tell me whether your firm can help?”
ClaireCollects parties, matter type, jurisdiction, dates and stated urgency
Firm systemsUses only validated access and permitted actions
Attorney or intake teamOwns conflicts, legal judgment, representation and advice
What firms are trying to fix
The phone call is not the whole intake process.
Prospective clients call while stressed, omit facts, misstate deadlines and use everyday language instead of practice-area terminology. Intake staff then chase names, documents and availability while attorneys still need a defensible human decision.
Intake specialist
“I need every party name before I can prepare the conflict check.”
Attorney
“Do not promise we will take the case. Give me the facts and the documents.”
Existing client
“I uploaded the signed document. Who owns the next step?”
Representative client-intake workflow
From first contact to an attorney-ready intake package.
The workflow prepares the work and keeps the boundary clear: Claire can gather, organize, route and communicate; the firm decides conflicts, merit, advice and representation.
Identify the caller and reason for contact
ClaireCapture contact preferences, matter language and whether the person is a prospective client, existing client, opposing party, vendor or other caller.
Collect parties and matter facts
ClaireAsk the configured questions for names, organizations, jurisdiction, event dates, stated deadlines and the outcome the caller is seeking.
Prepare conflict-check inputs
SystemNormalize the captured party information for the firm’s process without declaring that a conflict does or does not exist.
Collect documents and missing information
ClaireRequest permitted files or follow-up facts, preserve what is outstanding and avoid treating an incomplete file as complete.
Apply routing and timing rules
SystemUse configured practice-area, location, office-hour and urgency rules. A caller’s claimed deadline is context for review—not legal advice.
Escalate the intake with context
HumanHand the appropriate person the collected facts, documents, missing items, stated urgency and actions already attempted.
Schedule only a permitted next step
ClaireOffer a consultation or callback only when the firm’s rules and authorized calendar access permit it.
Confirm ownership without promising representation
HumanTell the caller who owns the next step and the approved expectation. Do not imply an attorney-client relationship has formed.
Workflow opportunities
Operational coordination across the client lifecycle.
New-client intake
Capture matter facts, parties, dates, documents and contact preferences before staff begins another round of phone tag.
Conflict-preparation
Prepare complete party inputs and route ambiguous identities to staff. Claire does not make the firm’s conflict decision.
Consultation scheduling
Apply availability and intake-status rules before offering a permitted slot or callback expectation.
Document follow-up
Track requested items, remind through approved channels and surface an incomplete file before review.
Client status requests
Identify the client and matter, retrieve only permitted context, answer approved routine questions and route substantive legal questions.
Billing and administrative routing
Collect the account context, classify the request and send it to the responsible team without treating it as legal work.
Human control
Decide where Claire coordinates and where the firm must step in.
The workflow should escalate uncertainty, sensitive judgment and policy exceptions instead of producing a confident legal conclusion.
People retain responsibility for
- Conflict analysis and waivers
- Legal advice and deadline interpretation
- Matter merit, strategy and representation decisions
- Privilege determinations and sensitive document handling
- Fees, engagement terms and relationship decisions
Systems and implementation
Connect the exact records and actions the workflow needs.
A legal workflow may need a practice-management system, conflict process, document store, calendar, email or billing context. Naming Clio, MyCase, PracticePanther or another system does not mean Claire has a native connector.
Validate before launch
- Map intake language and required fields.
- Define professional-responsibility and escalation boundaries.
- Confirm API access, scopes and permitted actions.
- Test duplicate parties, incomplete files and claimed deadlines.
- Verify the handoff, acknowledgement and caller-facing message.
- Launch with runtime and quality review.
Buyer questions
What a serious firm should ask.
Is Claire giving legal advice?
No. Claire can coordinate configured administrative workflows. Legal advice, representation, conflicts, strategy and professional judgment remain with authorized people at the firm.
Can Claire replace our intake team?
The goal is not to erase the team. Claire can handle repetitive collection, routing and follow-up so staff can focus on judgment, relationships and exceptions.
Does Claire integrate with our practice-management system?
That must be validated for the exact system, edition, API access and workflow. A vendor name on this page is not a native-integration claim.
How do we avoid promising representation?
Use approved language, explicit workflow states and human review. The caller should receive a truthful next step without an automated acceptance or legal conclusion.
Show us where legal intake breaks today.
Bring the calls, forms, required fields, systems, handoffs and exceptions. We will map what Claire can coordinate truthfully.