Legal & Professional Services – Client Onboarding Workflow
New clients describe their matter once. Uptaik asks the right follow-ups for that matter type, pulls details from uploaded docs so nothing gets asked twice, and hands the attorney a ready-to-review summary.
New Client Intake Link
Firm shares a secure onboarding link (email/site/QR). Client identity is verified; matter metadata auto-captured (practice area, urgency).
Client opens link: ‘Start your onboarding for a new legal matter.’
Matter Type Classification
AI classifies the matter based on the client’s first description and selects the correct question flow.
Client: “We have a contract dispute with a vendor.” → Auto-selects ‘Dispute’ flow.
Adaptive Questioning
Contract dispute → asks dispute-specific questions (dates, counterparties, jurisdiction, dollar amounts). IP filing → pivots to trademark/patent prompts.
AI: “Who is the counterparty? What’s the dispute amount? Any deadlines or scheduled hearings?”
Document-Aware Intake
Upload a contract and Uptaik reads it. It pulls out the counterparty, dates, and dollar amounts, then skips the questions it already has answers to.
Uploaded 'Master Services Agreement.pdf' → counterparty and effective date auto-filled; those questions never appear.
Engagement Summary Draft
Generates a structured summary: parties, facts, goals, constraints, conflicts check data, and preliminary strategy options.
Output: ‘Engagement Summary – Vendor Contract Dispute’ with timeline and requested remedy.
Attorney Review & Handoff
The client sees where their matter stands. The attorney sees the full intake summary with linked docs and suggested next steps. Nobody sends a 'just checking in' email.
Attorney marks ‘Ready for consultation’; client sees confirmed appointment and required next docs.
Key Benefits
Transform your workflow with these powerful advantages
Clients tell their story once instead of repeating it at every step
Uploaded contracts get read, not just stored
Attorneys open a ready-to-review summary, not a pile of emails
Clients know where things stand without calling the front desk