Step 1
Collect initial details
Ask for the contact information and matter context the firm has approved for an initial inquiry.
Law firms
AI can help law firms collect initial details and organize consultation requests. Firm staff review submissions and remain responsible for matter decisions, legal advice, and client communication.
Illustrative example. Staff review stays part of the workflow.
Illustrative example
A prospective client could share contact details, describe a matter in their own words, and select a preferred callback window. An assistant could organize the submission for intake staff and display consultation times the firm has made available. Staff review the request and handle conflict checks, eligibility, legal advice, and engagement decisions.
This example is for planning. It is not a customer case study or a promised result.
Possible starting workflows
Step 1
Ask for the contact information and matter context the firm has approved for an initial inquiry.
Step 2
Prepare a summary for the right intake queue without deciding whether the firm should accept a matter.
Step 3
Offer available consultation times under firm set scheduling rules, then let staff confirm the request.
Keep the team in control
An assessment can help decide whether an assistant, automation, or custom build fits the workflow. Your team defines the review points.
Questions
No. It can collect approved intake details and organize a request. Firm staff make conflict, eligibility, engagement, and legal judgment decisions.
The workflow should use firm approved intake language and direct legal questions to a qualified person. It should not provide legal advice.
No. It is an illustrative example to show one possible workflow, not a customer case study or a promised result.
It can be designed to show times the firm has made available. The firm decides whether staff must review and confirm each request.
The firm should define the minimum details needed for an initial response and decide where those details may be stored and reviewed.
Start by mapping the current intake steps, staff review points, scheduling rules, and information boundaries. An assessment can identify whether AI is a suitable fit before implementation is scoped.
The AI Readiness Assessment helps define a practical workflow, information boundaries, and the next decision before implementation is scoped.