Back-office

Legal matter intake

Get one matter moving by collecting facts, chasing missing documents, preparing conflict-check context, and drafting client updates.

FIRST FIXGet one matter moving

Send the stalled matter. Mia maps the first intake, client-chase, and lawyer-review workflow.

See pricing
HOW IT WORKS

Small law firms lose time before the legal work even starts. Facts arrive piecemeal, ID and documents are missing, conflict details are incomplete, and clients ask for status updates while staff rebuild the file. This AI employee prepares the matter for human legal judgment.

WHAT COMES IN
  • New enquiry forms, emails, call notes, uploaded documents, and ID requests
  • Matter-type checklists, conflict-check inputs, and client-care templates
  • Firm tone, escalation rules, and lawyer review requirements
WHAT GOES OUT
  • Matter intake brief with facts, missing items, conflict-check context, and source links
  • Client document chase drafts and status-update drafts
  • Lawyer-ready review queue with risks, blockers, and next questions
TYPICAL TOOLS

The employee runs inside the systems you already use. Common ones for this workflow:

ClioClio
MyCaseMyCase
DocuSignDocuSign
OutlookOutlook

If your stack is different, it almost certainly connects too. See the directory →

A MOMENT

New commercial lease enquiry. The AI employee captures the facts, spots missing entity details, drafts the client chase, and queues the conflict-check packet for staff.

HIRE YOUR FIRST

One workflow. Legal matter intake. Live in 48 hours.

Get one matter moving

Send the stalled matter. Mia maps the first intake, client-chase, and lawyer-review workflow.