Workflow demonstration / Client intake
Turn an enquiry into a clear handoff.
Choose a fictional legal enquiry and its timing. See the summary a coordinator could review—without collecting a name, phone number or private document.
Simulation · fictional records · prepared outputs
01 / Select the context
Try the workflow
All records are fictional. Choices display prepared text locally; no model or integration is connected.
Fictional source record
Fictional enquiry I-01: “I would like to ask about a separation. I have not provided the other party’s details or any court dates.”
Fictional enquiry I-02: “I am purchasing a property and want to discuss the closing. I have not supplied the closing date or the parties’ details.”
Fictional enquiry I-03: “Our business would like to discuss a supplier agreement. We have not shared the parties, agreement or signing deadline.”
02 / Inspect the output
Prepared intake handoff
Showing the first prepared example. Change the inputs to explore another.
Family · separation enquiry
- Matter summary
- Separation enquiry; party details and relevant dates are missing.
- Review queue
- Family-law intake coordinator. Eligibility and conflicts remain unchecked.
General enquiry
Draft acknowledgement: Your enquiry needs a coordinator’s review. Please use the firm’s approved secure channel to confirm party details and relevant dates; no appointment is confirmed.
Time-sensitive enquiry
Priority handoff: Ask a coordinator to confirm whether any court date or deadline is approaching. The demo cannot assess urgency or promise a response time.
Property · purchase enquiry
- Matter summary
- Property purchase enquiry; closing date and party details are missing.
- Review queue
- Real-estate intake coordinator. No lawyer availability has been checked.
General enquiry
Draft acknowledgement: A coordinator would need the closing date and party details through an approved secure channel before discussing availability.
Time-sensitive enquiry
Priority handoff: Ask a coordinator to establish the closing date and confirm capacity with a lawyer. Do not imply that a closing can be accepted.
Business · agreement enquiry
- Matter summary
- Supplier-agreement enquiry; scope, parties and signing deadline are unknown.
- Review queue
- Business-law intake coordinator. No agreement has been uploaded or reviewed.
General enquiry
Draft acknowledgement: A coordinator would first confirm the parties, scope and timing. Do not send confidential contract material through this demo.
Time-sensitive enquiry
Priority handoff: Ask a coordinator to clarify the signing deadline and request a lawyer’s capacity review. This is not an assessment of the agreement.
Start with the real workflow.
Discuss the process, its exceptions and who stays accountable—not a promise of automation.
Talk to Gary