AI for Canadian law firm intake.
24/7 first-response intake agent. Triages, runs the conflict check, explains fee arrangements, collects documents, books the consult or routes to the right practice group. Shipped in 100 days. Bilingual EN/FR. Quebec Law 25 and PIPEDA aware.
- 24/7 first-response. Captures every inbound web form, email, and (with the voice variant) phone call. Designed to capture the 30 to 50 percent of leads typical firms miss after-hours and during peak load.
- Preliminary conflict check runs before a lawyer's time gets used. Clear conflicts are flagged at intake.
- Bilingual EN/FR including Quebec French. Designed for Quebec Law 25 and federal PIPEDA from day one.
- Practice management integrations: Clio, PracticePanther, Cosmolex, MyCase, iManage, NetDocuments. Others scoped on day one.
What the intake agent actually does
1. Inbound triage
Agent answers the web intake form, email reply, and (paired with a voice variant) inbound phone call. Captures matter type, parties, key dates, basic facts. Filters obvious non-matters (wrong jurisdiction, no merits, prior representation) before lawyer time is spent.
2. Preliminary conflict check
Cross-references the prospective client and named parties against the firm's CRM or PMS. Flags clear conflicts and queues for the conflicts partner. Conflicts that need legal judgment are escalated; the structured ones the agent handles.
3. Fee-arrangement explainer
High-level fee explanation per practice area (hourly bands, contingency, flat fee, retainer). Not legal advice; firm-specific scripts. Sets expectations so the consult is shorter and the conversion higher.
4. Document collection
Sends the client the practice-specific intake document list (contracts, ID, prior correspondence, accident reports, financial statements depending on the matter). Reminders, secure upload portal, automatic routing into the PMS once received.
5. Consult booking and matter routing
Books the consult on the right lawyer's calendar based on practice area, capacity, and customer language preference. Drafts the intake summary the lawyer reads before the call.
What ships, week by week
- Wk 1-2Intake diagnostic. Read the firm's current intake flow, the PMS data, the practice-area mix. Output: a one-page intake redesign ranked by ROI per practice group.
- Wk 3-4Integration spike + compliance scoping. PMS or CRM integration tested. Law Society and Law 25 / PIPEDA posture scoped. Confidentiality disclosure language drafted for managing partner review.
- Wk 5-8Pilot agent built. One practice area live in shadow mode. Conflict check tested against historical matters. Lawyer reviews routing accuracy.
- Wk 9-12Production launch. Agent live on inbound channels. Intake coordinator reviews and approves. Eval framework on intake accuracy and routing fit.
- Wk 13-15Operator-team handoff. Runbook, eval framework, integration credentials. Conflict-check audit trail documented.
What this is, specifically
- Implementation, not advisory. Back-half invoice ties to a shipped agent handling real intake.
- Founder-delivered. Derik personally on every firm engagement.
- Confidentiality- and Law-Society-aware. Agent positioned as intake support, not advice. Privilege preserved by keeping comms inside firm systems.
- Bilingual EN/FR. Including Quebec French. Outbound communications match client's language.
- Quebec Law 25 + PIPEDA aware. Data residency, consent capture, breach response designed in.
- Vendor-neutral. We do not resell Clio, iManage, or any PMS. Right tool, integrated, documented.
- Operator-trained handoff. Your intake coordinator and IT team own it after week 15.
PMSes and tools the agent integrates with
- Practice management: Clio Manage, Clio Grow, PracticePanther, Cosmolex, MyCase, iManage Cloud, NetDocuments
- Other PMSes scoped on day one: Aderant, Elite 3E, ProLaw, Smokeball, PCLaw, Tabs3
- CRM-only intake (if no PMS in scope): HubSpot, Pipedrive, Salesforce, Microsoft Dynamics
- Inbound channels: web form, email (Outlook / Google Workspace shared mailbox), inbound phone (paired with voice agent), text/SMS
- Document collection: Clio Documents, NetDocuments, iManage, native secure upload portals
Compliance posture
- Privilege preserved. All client communication routed inside firm systems. No external chat platforms without explicit firm authorization.
- Confidentiality disclosure. Presented to prospective client at intake start. Managing partner reviews disclosure language during scoping.
- Not legal advice. Agent gathers facts and routes; does not opine on merits.
- Quebec Law 25 + PIPEDA. Data residency, consent capture, breach response scoped on day one.
- Audit trail. Every intake decision and conflict-check result logged with reasoning.
Common questions
What does an AI intake agent do for a law firm?
24/7 first response. Triages, runs preliminary conflict check, explains fees at a high level, collects documents, books consult or routes. Lawyer or paralegal sees a structured matter, not a raw inbox entry.
Is it Law Society and confidentiality compliant?
Yes when designed correctly. Agent is intake support, not advice. All comms inside firm systems. Confidentiality disclosure presented to prospective client at start.
Does it work in French?
Yes. Quebec French specifically. Law 25 compliance built in.
Will it work with our PMS?
Shipped: Clio, PracticePanther, Cosmolex, MyCase, iManage, NetDocuments. Aderant, Elite 3E, ProLaw, Smokeball, PCLaw scoped on day one.
What does it cost?
Pilot: CAD 30,000 to 60,000. Full intake platform: CAD 80,000 to 150,000. ROI typically inside 6 months on captured leads.
Related reading
Bring last week's intake load. We scope live.
Thirty minutes with Derik. You leave with the intake agent scoped for your practice mix: what it does, what it costs, what ships first inside 100 days. Confidentiality- and Law-Society-aware.
Book the strategy call →