Client intake and matter triage
Law firm workflow audit for client intake, document collection, and matter triage
Turn calls, forms, referrals, consultation notes, document requests, conflict-check prep, and matter-opening tasks into a cleaner admin workflow.
Built by Duncan Anderson, an AI engineer and data scientist who builds practical automation around real operating workflows.
What usually breaks
Where small law firms lose time or revenue
The first audit is deliberately narrow. We identify the repeatable workflow, the owner, the inputs, the status points, and the places where a small automation would actually survive daily use.
Potential clients provide incomplete facts and documents before consultation.
Staff rewrite the same intake summaries and document-request emails.
Consultation no-shows and retainer follow-ups are handled inconsistently.
Matter-opening checklists depend on memory instead of a repeatable queue.
Workflow map
The audit follows the real work, not a generic AI checklist
The audit is for law firm operations and intake admin, not legal advice generation.
Lead source, practice area, urgency, jurisdiction, parties, conflict-check data, and intake completeness.
Document request list, consultation scheduling, reminders, notes, and next action.
Retainer follow-up, matter-opening checklist, payment status, and handoff to lawyer/paralegal.
Rules for what AI can summarize and what requires lawyer review.
Automation candidates
Likely first builds
The right first build is usually small, specific, and close to revenue or deadline pressure.
Intake completeness checker before consultation.
Document request and consultation reminder drafts.
Prospective-client summary for lawyer review.
Matter-opening task checklist after retained status.
Audit output
What you get back
The goal is a decision-ready plan: what to automate first, what to keep manual, and what data or tool connection is needed.
A client intake and matter-opening workflow map.
A missing-information checklist by practice area.
A human-reviewed summary and follow-up workflow plan.
A first automation candidate that avoids legal-advice risk.
Request the audit
Send the workflow that is costing time, deals, or deadline confidence
Specifics help. Include the tools involved, how the work arrives, who owns it, where status gets lost, and what would count as a useful win.
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