AI Client Intake: from inquiry to signed engagement in 15 minutes

Every inquiry that waits 3 days is a client your competitor signed. This automation triages, conflict-checks and papers new matters before your paralegal finishes coffee.

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1. Inquiry Arrives

Web form, email or phone transcript — captured into one queue.

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2. AI Intake Summary

Matter type, parties, urgency and key facts extracted automatically.

✓

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3. Conflict Check

Parties screened against your client database — flags surfaced instantly.

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4. Engagement Letter

Drafted from your template and sent for e-signature automatically.

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5. Consult Booked

Client books the attorney's next open slot. Matter opened in your PM tool.

Live activity feed (simulated)

11:02:18📨 New inquiry: contract dispute, vendor non-delivery, ~$85K at stake.

11:02:31🧠 AI summary ready: parties, timeline, 3 attached docs parsed · urgency: HIGH (demand letter deadline).

11:02:36🛡️ Conflict check passed: no matches across 1,240 past clients & adverse parties.

11:03:54✍️ Engagement letter generated & sent for e-signature.

11:17:05📅 Signed + consult booked for tomorrow 2:00 PM. Total elapsed: 15 minutes. ⚖️

Inquiry → signed engagement (was 2–3 days)

Fewer leads lost to slow response

Staff time saved per week

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Simulated data for demonstration purposes. · ProActive Revenue LLC · Tal.SPoremba@gmail.com · proactiverevenue.com