Intaker

New client calls the office, receptionist takes notes on paper, conflict check takes 48 hours — by then the prospect hired the first attorney who picked up the phone

Legal hold notices go out by email, half the custodians ignore them, nobody tracks acknowledgment — six months later a key custodian deleted relevant Slack messages and now there's a spoliation fight

Solo/small firm has no pipeline visibility — 30 leads came in this month from Google Ads, website forms, and Avvo, but nobody knows which ones got followed up on, which went cold, or how many actually signed retainers

Potential client fills out the website contact form at 10pm — nobody responds until 9am, and by then they've already called three other firms and hired the one that picked up. No automated instant reply, no drip sequence, no follow-up reminders

PI intake calls come in at 50-200 per week but 60-80% aren't viable cases — the firm wastes hours screening callers before a single billable minute, and good leads go cold waiting for callback

In-house IP team at a tech company files 200+ patent applications per year and each one takes a patent agent 40-60 hours to draft from the inventor disclosure — the bottleneck isn't the invention, it's the labour-intensive process of writing specifications, claims, and figures that meet USPTO requirements, while the patent agent's queue grows faster than they can work through it

Arbitration hearing runs 8 hours with witnesses speaking in accented English across three time zones — the traditional court reporter charges $5,000/day and the transcript arrives 48 hours later with terminology errors that counsel has to fix before it's usable for post-hearing briefs

Corporate legal department manages 500+ matters across 30 outside firms but has no single source of truth — matter details live in email chains, budget approvals happen via PDF attachments, and when the GC asks 'how many active IP matters do we have in EMEA and what's the projected spend?' the answer takes a paralegal two days to compile from scattered spreadsheets

Government records officer gets a FOIA request for social media posts from 18 months ago — the agency's Twitter account has 12,000 posts, nobody saved the deleted ones, and the agency has 10 business days to respond before the requester escalates. Manual scrolling through social media history is not a compliance strategy

Firm's intake team juggles leads across website chat, text messages, phone calls, Facebook messages, and Google LSA — conversations get lost between platforms, the same prospect gets contacted twice by different staff, and there's no single view of who said what to whom

My website gets traffic but potential clients bounce without making contact — there's no way to engage them in the moment they're looking for help