Legal
AI intake assistant qualifying 4x more matters per week
Client
Halverson & Partners
Timeline
2024
Services
AI Agents · Workflow · Legal-Tech
4x
Intake
+58%
Conversion
The Challenge
The problem they needed solved.
Partners spent evenings reviewing web leads that were never viable. Intake paralegals were at capacity.
What We Built
Our approach and deliverables.
AI intake agent with conflict checks and practice-area routing
Secure client portal for document upload pre-consultation
Attorney review queue with one-click accept / decline
“We only talk to matters that matter. Intake went from chaos to a calm, predictable process.”
Tech used
OpenAIClioNext.jsAzure
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