Legal client intake assistant
Practice-specific intake that preserves client statements and professional boundaries.
- For
- Small law firms handling routine commercial matters
- Solves
- Consultations begin with incomplete facts and documents.
- Delivers
- Lawyer-ready intake brief
- Built in
- about 5 weeks of creation time, MVP in 6 days
- Investment
- $10,500 for the MVP, $43,000 for the full product
- Run it
- Inside your business, or as part of your offer to clients
What it does
For small law firms handling routine commercial matters, turn firm-approved intake questions and client uploads into lawyer-ready intake brief.
- Collect declared facts.
- Organize uploads.
- Flag missing details.
- Detect date inconsistencies.
- Route matter types.
- Prepare consultation briefs.
What goes in, what comes out
- Firm-approved intake questions
- Client uploads
AI drafts, people review. Client intake portal and staff exception queue.
- Lawyer-ready intake brief
How it works
The workflow
- InStart with
Firm-approved intake questions and client uploads
- 1
Choose the request type
- 2
Collect declared facts and required documents
- 3
Extract relevant fields
- 4
Show missing or inconsistent information
- 5
Let the submitter correct it
- 6
Route the complete package to an authorized reviewer
- OutFinish with
Lawyer-ready intake brief
AI does the heavy lifting, people stay in charge
Classify submitted material, extract candidate fields and draft clarification questions. Deterministic rules test required fields and formats. Keep uncertain extraction visible and preserve the original statement. Do not infer missing material facts.
What your team sees
Key screens: Client questionnaire, document checklist, lawyer queue. Give submitters a mobile-friendly step-by-step form with document uploads and a visible completeness checklist. Staff see a queue with missing items and extracted fields. Place the original document beside each uncertain value. Show submitted, clarification required and ready-for-review states. In this product, the first view is client questionnaire, followed by document checklist and lawyer queue.
Accounts and administration
Secure uploads, configurable checklists, progress saving, duplicate handling, reviewer assignments, clarification threads, deadlines and submission history.
Integrations and data access
Authorized matter files, firm templates and approved legal knowledge collections. Case management, customer records, document storage and notification systems. Begin with an exportable review pack before automating destination writes. These are candidate integration categories, not verified supported connectors.
How we build it
We build with our own AI software development factory, so most implementations take days to a few weeks of creation time, not months. You see working software at every step, and exact timing depends on availability.
- 1
Scoping call
Day 1Thirty minutes on your process, your data and how you want to run it: for your own team, or for your clients. You get a fixed scope and price for the MVP.
- 2
MVP
6 daysOne buyer segment, one recurring use case; first modules: collect declared facts; organize uploads. Manual review in the loop. Built by our AI software factory.
- 3
Paid pilot
7 daysAccounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.
- 4
Full product
3 weeksRemaining modules: detect date inconsistencies; route matter types; prepare consultation briefs. Self-serve onboarding, billing, monitoring and the wider integration set.
- 5
Run and improve
MonthlyWe host, monitor and improve it for a fixed monthly fee, or hand it over to your team. How the retainer works.
Why we start with an MVP
An MVP, or minimum viable product, is the smallest version that your users can actually work with. It is not a cheap version of the full solution. It is a test, built to answer the questions that decide whether the rest is worth building.
- Pick the riskiest assumption. Here: will small law firms handling routine commercial matters use it to solve "consultations begin with incomplete facts and documents"?
- Build only what tests it. One team, one use case, a few core modules. People do the rest by hand for now.
- Run a paid pilot. Process a bounded set of historical and new submissions.
- Measure, then decide. Track complete intake rate and preparation time. Then expand, change course or stop, with evidence instead of opinions.
MVP scope for this solution. Begin with small law firms handling routine commercial matters and one recurring use case. Build the first two modules: collect declared facts; organize uploads. Provide operator assistance for the third module: flag missing details. Deliver lawyer-ready intake brief through a manual review queue. Perform other necessary full-scope functions manually during the pilot. Include all applicable access, accuracy and professional-review controls from the start.
After the MVP. After paid pilots establish value, automate the remaining modules: detect date inconsistencies; route matter types; prepare consultation briefs. Add one validated source integration, reusable customer configuration and recurring delivery. Expand to additional teams, document formats or languages only after testing the new scope.
What the build depends on. Secure upload handling, reliable extraction, versioned completeness rules, submitter identity and staff routing. Third-party checklist changes require maintenance.
Investment
A planning range to start the conversation, not a quote. You pay per phase, so you can stop after the MVP.
- Phase 1
MVP
One buyer segment, one recurring use case; first modules: collect declared facts; organize uploads. Manual review in the loop.
- Phase 2
Paid pilot
Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.
- Phase 3
Full product
Remaining modules: detect date inconsistencies; route matter types; prepare consultation briefs. Self-serve onboarding, billing, monitoring and the wider integration set.
Indicative total, MVP to full product$43,000about 5 weeks of creation time · start with the MVP from $10,500
Running costs per month
A rough indication of monthly hosting and AI model costs once it is live, not tested. Real costs depend on usage, file sizes and the models chosen.
| Stage | Hosting and infrastructure | AI usage | Total per month |
|---|---|---|---|
| MVP and paid pilotabout 3 customers | $50–$100 | $40–$90 | $90–$190 |
| Full productabout 50 customers | $190–$380 | $280–$560 | $470–$940 |
Run it or resell it
For your own team
Small law firms handling routine commercial matters run it inside the business: firm-approved intake questions and client uploads in, lawyer-ready intake brief out, reviewed by your people.
As part of your offer
Agencies, consultancies and software companies can offer it to their own clients under their brand. We build and maintain it; you sell and deliver it.
Your brand, or this one
Run it under your own brand, or start from this concept style.
- primary
#277591 - accent
#c97d54 - surface
#e4edf1 - ink
#22201e
- Headings
- Space Grotesk
- Text
- Inter
- Voice
- Precise, measured, defensible
Selling it to your own clients: the go-to-market playbook
Pricing to test
Test USD 500-2,000 setup plus USD 150-750 monthly for one form family and a capped submission volume. Quote specialist review and unusual document formats separately. Prices are experimental.
Message to test
Legal client intake assistant for small law firms handling routine commercial matters. Practice-specific intake that preserves client statements and professional boundaries. Demonstrate the claim through a branded intake flow for one matter type.
Where to find buyers
Legal practice advisers
Lead magnet
A branded intake flow for one matter type
The first 30 days
- Week 1: interview five prospective buyers in this segment: small law firms handling routine commercial matters. Ask to see a recent example of the problem and their current process.
- Week 2: prepare this demonstration using authorized or synthetic material: a branded intake flow for one matter type.
- Week 3: present it through legal practice advisers and seek one narrowly scoped paid pilot.
- Week 4: review complete intake rate, preparation time, total delivery effort and a concrete renewal decision before increasing scope.
Paid pilot
Process a bounded set of historical and new submissions. Include missing, duplicate and unreadable documents. Compare complete submissions and clarification effort with the current intake method. For this solution, use firm-approved intake questions and client uploads and evaluate lawyer-ready intake brief. Agree success thresholds with the buyer before starting; collect a baseline for complete intake rate, preparation time. A positive signal is payment and repeat use with acceptable quality and delivery cost, not a favorable demo reaction alone.
Success metrics
Complete intake rate, preparation time
Retention and expansion
Review incomplete submissions and simplify recurring friction. Expand to another form or document family after the first workflow reliably produces review-ready cases.
Why clients would pick it
Document-type expertise, tested completeness rules and a low-friction client experience embedded in a repeat administrative process. For this solution, build around practice-specific intake that preserves client statements and professional boundaries. This advantage requires execution and accumulated customer trust; the base model alone is not a defensible asset.
Alternatives and positioning
Email collection, generic web forms, spreadsheets and existing case management systems. Differentiate on this specific proposed advantage: practice-specific intake that preserves client statements and professional boundaries. Test it against the buyer's current method on the same task. Competitor coverage and uniqueness have not been established.
Main delivery costs
Document processing, storage, exception review, support, checklist maintenance and customer-specific integration work.
Safeguards
Preserve matter confidentiality, access boundaries and original evidence. Qualified professionals review legal interpretations and final client documents. Validate source access and reviewer availability during the pilot. Maintain customer-level access, data deletion controls and a record of final approvals.