New Matter Intake Agent
Holds the first conversation with a new client, checks for conflicts of interest and prepares the case for a partner to approve.
The challenge
People wait in queues for answers and simple requests, and staff spend their day repeating the same information.
How it works
- 1Someone gets in touch by phone or chat.
- 2The agent works out who they are and what they need, and asks if anything is unclear.
- 3It finds the right information in your data.
- 4It completes the request in your system, after confirming with the person.
- 5If a member of staff is needed, it hands over with the full conversation.
Your people stay in control
The agent confirms before it changes anything, and hands over to a member of staff whenever a request is outside what it is allowed to do.
Systems we work with in Legal
- Document management such as iManage and NetDocuments
- Matter and practice management
- Contract lifecycle management
- Research databases
- eDiscovery platforms
- Time and billing
How we measure success
- How many requests are resolved without a handover
- How satisfied people are afterwards
- How long people wait
Kind of work
Conversations. The agent talks with people by phone or chat, answers their questions and completes their requests.
More in Legal
Contract Redline AgentReviews incoming contracts against your standard terms, marks up suggested changes and drafts the reply.Legal Document Review AgentSorts large sets of case documents by relevance and confidentiality, with lawyers checking samples of its work.Legal Research AgentResearches a legal question across case law and legislation and drafts a memo, with every source cited and checked.Lease Abstraction AgentPulls the key terms out of commercial leases, such as rent, increases and options, across a whole portfolio.
Want this working in your organisation?
We can show it working on real examples from your business before you commit to a full build.