Client intake assistant with attorney handoff for substantive matters
Firm knowledge locked behind busy professionals
Potential clients ask repetitive questions about processes, timelines, and required documents
Junior staff spend hours on intake inquiries that follow the same patterns
Sensitive matters need human handling but there's no structured handoff from initial inquiry
Firm procedures, checklists, and templates are scattered — hard for new hires to find answers
AI intake assistant trained on firm procedures and guides
An AI assistant trained on your firm's intake procedures, FAQ documents, service descriptions, and document checklists. Handles initial client inquiries with citation-backed accuracy. Automatically escalates to an attorney when the conversation moves beyond informational into substantive advice territory.
Step-by-step flow from initial contact to resolution
"What documents do I need for a trademark application?" — via chat widget on firm website
Prompt guard processes the input before it reaches the knowledge base
RAG retrieves the trademark filing checklist from firm documents
Client receives the document checklist with references to the specific firm guide
"Can I trademark a phrase that's similar to an existing mark in a different industry?"
Intent classified as requiring professional judgment — conversation transferred with full transcript and quality score
How data flows through the system for this use case
Firm website chat widget
Content safety filtering
Firm procedures and checklists
Info request vs. advice needed
Full context handoff
Client inquiries flow through the prompt guard, then the RAG pipeline searches firm documents. Informational questions are answered directly with citations. When intent classification detects a need for professional judgment, the conversation hands off to an attorney with complete context.
Technologies powering this solution
Custom-built for your specific documents, workflows, and channels.