IntakeRouter
Route legal intake before it reaches a lawyer
Runs structured intake for new clients: triage questions, jurisdiction filters, and a conflict check before the matter ever lands on a lawyer's desk.
- 0 General inboxes
- Deterministic Routing, audit-logged
- Warm Hand-off to the right partner
IntakeRouter replaces the "general inbox" with a structured funnel. Potential clients answer a few questions to establish practice area, jurisdiction, and conflict signals; the router hands warm, qualified leads to the right partner.
The flow is written by the firm, run by the service. Its output is deterministic and logged, so audit and QA are tractable — no "we misheard the caller" excuses.
Everything IntakeRouter handles for you
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Firm-authored flow
Partners own the intake questions and routing rules — the router executes them.
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Jurisdiction filter
Only surfaces matters the firm is licensed to handle.
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Conflict pre-check
Runs a lightweight conflict scan before engaging — protects against obvious conflicts.
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Warm hand-off
Qualified leads land on the right partner with full context.
How IntakeRouter plugs into the legal stack
IntakeRouter is a deterministic layer between inbound interest and the matter ledger.
- ConflictScan runs a lightweight pre-check before the matter is opened.
- MatterLedger opens a matter record with the intake output attached.
- MatterWorkspace surfaces qualified intakes to the right partner.
- AIM CRM stores the inbound contact and its intake history.
Wire IntakeRouter into your product today
Book a consultation with our founders and we'll walk you through the whole microservice stack — not just this one — live on your domain.