Client Intake – Discovery Summary Agent
Upload documents, IDs, contracts, or evidence and receive clear, concise executive summaries in seconds
Stop spending hours reading through client documents during intake. The Discovery Summary Agent analyses uploaded files and delivers focused summaries highlighting the most relevant legal facts and details.
How It Works
Note that this automation has been built using typical industry platforms such as Clio and Hubspot for illustrative purposes only. Substitute in your own platform!
1
Receive new client enquiry along with related documentation on your website
2
Take documents uploaded by the potential client and summarise for the receiving lawyer
3
Check to see if person making the enquiry is already a client of yours within your Clio PMS system
4
If so, create a new matter in Clio using client details from Clio plus the information (such as department and query type) from the web form
5
If not, add the contact details to Clio and create a new matter as per Step 4
6
Add the summarised document from Step 2 to the matter
7
Send an email, Slack or Teams message with the new matter information (including the summary) to the relevant department at your firm