Legal & Professional Services – Client Onboarding Workflow
Accelerate client intake with adaptive matter-specific questions, document-aware deduplication, and an auto-generated engagement summary for attorney review.
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?”
Semantic Deduplication
If the client uploads documents (contracts, correspondence), the platform parses and suppresses redundant questions while extracting key fields.
Uploaded ‘Master Services Agreement.pdf’ → auto-fills counterparty and effective date; skips asking again.
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
Attorney receives the summary with linked docs and suggested next steps. Client portal shows status without back-and-forth emails.
Attorney marks ‘Ready for consultation’; client sees confirmed appointment and required next docs.
Key Benefits
Transform your workflow with these powerful advantages
Less admin back-and-forth via adaptive, matter-specific intake
Document-aware deduplication saves time and avoids re-asking
Auto-generated engagement summaries accelerate attorney prep
Smoother onboarding and clearer client expectations