A deposit dispute comes in after hours
Mia takes the intake, Sam runs the conflict pre-screen, and Olivia tracks the engagement letter. A person clears any conflict, and an attorney writes and sends the letter.
MiaChief of staff
SamCompliance and checks
OliviaOffice manager
Inquiry
MiaChief of staffElena writes after closing
Mia says she is an AI and asks for names first: Elena's and the other side's.
Intake, Elena Fischer
Pre-screen
Handoff: Mia to SamMia passes both names to Sam for the conflict pre-screen.
SamCompliance and checksSam finds a possible match
He checks both names against your client and matter list. He flags matches and clears nothing.
Conflict pre-screen
A person decides
You review the flag in the morning.
Only a person clears a conflict
Waiting for you
Mia offers consult times only after the match is cleared.
- Clear or decline the possible match
- Decide whether to offer a consult
- Send any question about the law to an attorney
You approve
Handoff: Sam to MiaYou clear the match. Sam passes the inquiry back to Mia.
MiaChief of staffConsult times wait for you
Offer Elena two consult times
WhyThe conflict is cleared and Priya handles lease matters.
If you approveElena gets the email. The consult goes on the calendar when she picks a time.
Letter status
Handoff: Mia to OliviaElena books Tuesday. Mia passes the matter to Olivia.
OliviaOffice managerOlivia tracks the engagement letter
Priya writes and sends the letter. Olivia tracks its status and the follow-up date.
Matter 2026-014, Fischer
Whole job
One inquiry, three AI employees
Done or approvedWaits for youWith someone else
- Took the intake, names firstMia
Done
- Flagged one possible matchSam
Done
- Cleared the matchYou Approved
- Drafted two consult timesMia · Offered after the match cleared
Done
- Tracked the letter Priya sentOlivia · Waiting for Elena to sign
With Elena
Mia does not give legal advice. Every step is logged.
Run this job on sample data
A person reviews your request. We scope the workflow with you.
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