AI intake for law firms

From first inquiry to a clear decision.

Every incoming client email, analysed: classification, conflict and AML checks, a proposed team and a draft reply. The lawyer decides.

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Auditable, rule-based checks · the final word is always the lawyer's

A lawyer working through documents

How it works

Your inbox becomes a structured intake process.

  1. 1

    An email arrives

    New client, message, attachments — recognised automatically.

  2. 2

    The system does the first pass

    Classification, conflict and AML checks, cost estimate, draft reply.

  3. 3

    The lawyer decides

    One decision-ready ticket to review, edit and send.

The product

One email in. One decision-ready ticket out.

Everything a lawyer would research by hand, done before the email is opened.

Urgency & deadlines

Statutory time limits spotted in the text and shown with hours remaining.

Conflict of interest

Every party screened against the client base before anyone replies.

AML / KYC risk

Scored by rules, with the exact documents to request.

Team proposal

By field, workload and availability — the lead attorney first.

Draft reply

In the client's language, ready to review, edit and send.

See it on real matters

Three fully analysed matters in the live demo.
Routed from intake → AML: RED Enhanced due diligence
James Whitfield · Northbridge Capital Partners LLP ZPPDFT-2
Company registration certificateVerified · traced to the register Clear
UBO declarationCross-checked against the stated ownership structure Clear
! Register extractOlder than 30 days — flagged instantly Renew
Source of funds documentationNot yet provided Missing
6 / 10 complete Draft follow-up Review file

The extension — AML / KYC onboarding

KYC as a checking process, not a correspondence process.

Matters flagged ORANGE or RED route to the onboarding engine: it knows the required documents, validates them on arrival, and keeps a live gap report until the file is complete.

  • Requirements matrix — per transaction and client type
  • Instant validation — expired or stale documents flagged on arrival
  • Live gap report — with the follow-up already drafted
  • Pre-filled compliance file — the lawyer sets the rating and signs
  • Invisible to the client — sent by the lawyer, in the lawyer's voice

Every fact traced. Every decision human.

The system prepares; the lawyer signs. GDPR · ZPPDFT-2.

See it run.

Three matters, fully analysed — the dashboard your lawyers would use.

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