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.

Book a 30-minute fit call Send workflow details

Free fit call · CAD $750 Workflow Blueprint · Builds from CAD $3,500

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.

Workflow Blueprint

A fixed first step before any larger automation build

For CAD $750, the Blueprint maps the current workflow, identifies the real bottleneck, scores what is worth automating, and produces a fixed build quote. The fee is fully credited toward your first build.

Workflow map with inputs, owners, tools, handoffs, and status points.

Automate / keep human / redesign / buy recommendation.

First-build plan with trigger, data source, review step, output, and owner.

Risk boundary for what AI can prepare and what your team must approve.

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 CAD $750 Workflow Blueprint produces the map, recommendation, and fixed build quote. Focused builds start at CAD $3,500 and normally take 7–10 business days.

Other workflow audits

Related operational bottlenecks

Commercial subcontractors