Law firm workflow demo

Matter intake and review-ready brief desk

Client email Intake form Document list

Separate facts, missing items, deadlines, and attorney-only judgment.

Load a synthetic client email, intake form, requested-document checklist, deadline rules, conflict reminder, and internal note template. The workflow drafts a matter brief, flags missing documents, and keeps legal advice under attorney review.

New matter intake 0 ready

Creates draft internal materials from safe sample data. Nothing is filed, sent, calendar-committed, or treated as legal advice.

0missing docs
0deadline checks
0attorney review
0approved

Source file

Messy intake materials

Synthetic matter

Matter queue

Drafts with review owners

Not run

Attorney review gate

Select a matter item

Waiting

Run the intake review, then open a matter item to inspect source evidence, draft wording, and the attorney-review controls.

Fact proof

One client email to one separated fact summary

  1. SourceThe client email says a delivery driver struck a parked vehicle on May 7 and the client has photos plus an insurance letter.
  2. SystemThe workflow drafts a fact-only matter summary and separates missing documents from assumptions.
  3. ReviewThe lawyer verifies facts, checks conflicts, confirms deadlines, and adds any legal analysis personally.
  4. ResultThe desk ends with a matter brief, missing-item tracker, deadline checklist, and attorney-review packet.