USE CASE 09 LegalTech · Professional services

LegalDesk

Intake, matters, clauses, e-sign — a lean platform for solo attorneys.

Prospective-client intake, conflict scanning, template clauses, e-signature and time-tracking — without buying five SaaS tools.

40%
Time back on drafting + intake combined
100%
Of signed documents e-sealed w/ audit trail
–0
PDFs by email

WHY IT WORKS

LegalDesk turns a solo practice into a boutique operation. Prospective clients file through a guided intake, a conflict-scan service checks against the firm's matter history, and qualified inquiries flow to the calendar with a polite disqualification for the rest. Matters are first-class objects: documents, events, time entries and clauses live together, with an editable timeline attorneys can read in five seconds.

Drafting shortens dramatically. ClauseBank hosts the firm's own clauses with smart variables; the agent composes first drafts from the matter record; SignatureGate takes care of signing. FeeMeter runs in the background — every minute in the workspace turns into a billable line you can dispute, not hunt.

Every bit of PHI-adjacent data — client identities, engagement letters, matter notes — lives in the same PHIVault pattern TriageDesk uses, with per-matter access controls and a consent ledger for every document exchange.

ARCHITECTURE · LAYERED BLUEPRINT

How the microservices wire up.

Read top to bottom. Channels are where people arrive, orchestration is how the AI thinks, domain is the startup-specific logic, data & identity keeps the source of truth, and platform is the invisible glue.

AIM microservice Data / control flow

Scroll horizontally to see the full architecture.

HOW TO SHIP IT

Quick-start checklist.

  1. 01 Load ConflictScan with the firm's existing matter list.
  2. 02 Seed ClauseBank with the firm's top 30 clauses; tag variables.
  3. 03 Turn on FeeMeter background timer; every desktop session logs.
  4. 04 Publish the IntakeRouter form on the firm's site.

WHAT'S NEXT

Compose LegalDesk in a visual workspace.

Log into AIM Engine 2.0, drop the blueprint on a canvas, fork the domain microservices you need, and deploy to your own domain. Everything shown here is already a real component.