AI automation for legal intake and documents
Automate new-matter intake, document classification, and data extraction for law firms, with attorneys and staff confirming every result.
Law firms process a steady flow of semi-structured information, including intake forms, conflict check details, incoming correspondence, contracts, and discovery documents. Staff spend hours classifying, renaming, and re-keying that information into practice systems.
Focused automation can triage new inquiries into a standard intake, classify incoming documents by matter and type, and extract key fields such as parties, dates, and amounts for staff to confirm. Everything is logged, and anything uncertain goes to a person.
Things to keep in mind
- Conflict checks and intake decisions remain with the firm.
- Keep client data inside systems approved under your confidentiality obligations.
- Log every automated action for supervision and review.
How it works
Choose the workflow
Start with one high-volume task, such as intake triage or document classification.
Define correct results
Real examples and firm rules become the test set.
Automate with review
The automation proposes, and staff or attorneys confirm.
Measure and expand
Track accuracy and time saved before adding the next workflow.
Frequently asked questions
Can automation run conflict checks?
It can prepare intake data for a conflict check. The check and decision stay with the firm.
What does a first automation cost?
Focused automation starts at $3,000.
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