Law firms
Client intake and matter updates that run without a paralegal on the phone
Enquiries arrive at all hours, each one needs the same first questions, and clients with an open matter want to know what is happening. We build intake and client tools that collect the facts properly, route them to the right lawyer and keep clients informed, while the advice stays with you.
01
What gets in the way
Enquiries that need a call back to qualify
A web form gives a name and a sentence, so a staff member rings back just to find out what the matter is about.
Clients ringing for updates
Clients call to ask where things are up to, and each call interrupts the person doing the work.
Precedents rebuilt by hand
Routine letters and agreements are assembled from old files, with the risk of a stray name from a previous matter.
Documents exchanged by email
Signed documents and identity papers travel as attachments, and filing them is one more task.
A first version
What a first version usually includes
A typical starting point, not a fixed package. Your brief decides what goes in first and what can wait.
Guided online intake
Prospective clients answer questions tailored to the area of law, so the lawyer reads a clear summary before the first call.
A matter portal
Clients see the stage of their matter, the next step and what is needed from them, and upload documents securely.
Document assembly
Routine documents are drafted from your own precedents and the matter details, ready for a lawyer to review.
Booking for first consultations
Qualified enquiries book a consultation with the right practitioner, with any fee terms shown up front.
02
The systems you already use
For example, many firms already run LEAP, Actionstep or Smokeball for practice management. We check what your system lets other tools read and write, and tell you whether the portal can work with it directly.
03
Services this draws on
- Web and SaaS
Custom web applications, customer portals and software-as-a-service products from a senior Melbourne team, built and hosted by one team.
- AI integrations
Add practical AI features to the software you already run, such as search, summaries and assistants, with human oversight and clear limits.
04
Questions firms often ask
Does any of this give legal advice?
No. Intake collects facts and the AI drafts from your precedents for a lawyer to review. Advice always comes from your practitioners.
How do you handle confidential client information?
We plan storage, access and retention with you before anything is built, host in Australia and keep a record of who accessed what. The details are in the quote, and your professional obligations remain yours to confirm.
Can intake screen for conflicts?
It can flag names to check against your records, so the conflict check happens before a consultation is booked.
How is a quote prepared?
A person on our team reads your brief and quotes each phase, usually the same business day. The concierge never sets a price.
Tell us what would help your firm
Describe it in your own words. Someone on our team reviews it and replies with a clear quote and timeline, usually the same business day.