Client intake and matter triage
Law firm workflow audit for client intake, document collection, and matter triage
Turn calls, forms, referrals, consultation notes, document requests, conflict-check prep, and matter-opening tasks into a cleaner admin workflow.
From CAD 6,500 · fixed before we start · 10 business days · 6 deliverables
How the sprint works →Built by Duncan Anderson, an AI engineer and data scientist who builds practical automation around real operating workflows.
What usually breaks
Where small law firms lose time or revenue
The first audit is deliberately narrow. We identify the repeatable workflow, the owner, the inputs, the status points, and the places where a small automation would actually survive daily use.
- Potential clients provide incomplete facts and documents before consultation.
- Staff rewrite the same intake summaries and document-request emails.
- Consultation no-shows and retainer follow-ups are handled inconsistently.
- Matter-opening checklists depend on memory instead of a repeatable queue.
Readiness Sprint
A fixed first step before any larger automation build
Before anyone builds, we map one costly workflow end to end, decide what AI should draft and what people must approve, and write the pilot brief. You keep every document whether or not we build together.
- From CAD 6,500, fixed before we start
- 10 business days
- 50% to start, 50% at readout
- English or French
Six things you keep
Workflow map
Current state end to end: steps, handoffs, systems, volumes and where time goes.
Intake and status schema
The fields and states a system would read and write, agreed with the people who do the work.
Exception taxonomy and decision rights
What goes wrong, how often, and who is allowed to decide each case.
Review-first prototype spec
Exactly what AI drafts, what a person approves, and what is never automated.
Pilot and measurement brief
Scope, baseline, success metric, stop conditions and a fixed-fee build quote.
Executive readout
Findings and a clear build / don't-build recommendation, with one round of revisions.
Offer path
Document Intake and Review Workflow
An intake queue with missing-info checks, summaries, classifications, status, and a human approval step before records change.
First build could be
A small workflow your team can review
Intake completeness checker before consultation.
Not this
Clear scope boundary
This supports intake admin and matter-opening workflow, not legal advice generation.
Workflow map
The audit follows the real work, not a generic AI checklist
The audit is for law firm operations and intake admin, not legal advice generation.
Lead source, practice area, urgency, jurisdiction, parties, conflict-check data, and intake completeness.
Document request list, consultation scheduling, reminders, notes, and next action.
Retainer follow-up, matter-opening checklist, payment status, and handoff to lawyer/paralegal.
Rules for what AI can summarize and what requires lawyer review.
Automation candidates
Likely first builds
The right first build is usually small, specific, and close to revenue or deadline pressure.
Intake completeness checker before consultation.
Document request and consultation reminder drafts.
Prospective-client summary for lawyer review.
Matter-opening task checklist after retained status.
Audit output
What you get back
The goal is a decision-ready plan: what to automate first, what to keep manual, and what data or tool connection is needed.
- A client intake and matter-opening workflow map.
- A missing-information checklist by practice area.
- A human-reviewed summary and follow-up workflow plan.
- A first automation candidate that avoids legal-advice risk.
Request a fit review
Send the workflow that is costing time, deals, or deadline confidence
Specifics help. Include the tools involved, how the work arrives, who owns it, where status gets lost, and what would count as a useful win.
What happens next
I review every workflow personally and usually reply within two business days. If there is a fit, the next paid step is the AI Readiness Sprint.
From CAD 6,500 · fixed before we start · 10 business days · 6 deliverables
How the sprint works →Other workflow audits
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