Legal Intake & Case Portal

From inquiry to matter opened — structured, AI-powered, live in 4 hours.

Client intake, conflict of interest screening, matter complexity scoring, and AI-generated case briefs — all in one structured workflow. Purpose-built for law firms, legal clinics, IME providers, and WSIB case management.

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What's included

Conditional client intake forms by practice area (injury, family, corporate, immigration, etc.)
Automatic conflict of interest screening at intake
Matter complexity scoring and resourcing guidance
AI-generated matter summary and case brief for the lawyer
Document upload and evidence attachment at intake
WSIB, auto insurance, and disability management workflows
IME (Independent Medical Examination) intake and assessment forms
Integration with practice management systems (Clio, PCLaw, etc.)
Role-based access: clients, legal assistants, lawyers, partners
Audit trail and compliance documentation
PIPEDA-compliant data handling
Referral source tracking and intake analytics

How AI post-processing works

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When a new client inquiry is submitted, our AI layer immediately processes the intake — it screens for conflicts of interest against your existing client database, scores the matter complexity against your practice area criteria, and generates a concise case brief summarizing the key facts, applicable law areas, and recommended next steps. Your lawyers review intelligence, not raw intake responses. High-value or time-sensitive matters are automatically flagged and prioritized.

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Auto-Score

Every response scored against your configured rubrics

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AI Summary

Structured summary generated before any human review

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Risk Flags

High-risk submissions flagged and routed immediately

Who it's for

→Personal injury and plaintiff law firms
→Family, immigration, and corporate law practices
→Legal aid clinics and access-to-justice organizations
→IME (Independent Medical Examination) providers
→WSIB case management organizations
→Disability management and insurance case teams
→Legal departments managing internal compliance intake

Use cases

Personal Injury Firm — Client Intake & Triage

New injury clients complete adaptive intake based on accident type (MVA, slip-and-fall, workplace). AI scores case merit and complexity, flags high-value cases, and generates a case brief for the intake lawyer.

Conditional intake adapts to accident type, injury type, and jurisdiction
Liability and damages preliminary scoring at intake
Statute of limitations calculation and urgency flagging
AI-generated case summary with key facts and recommended specialist referrals
Integration with Clio for automatic matter creation

IME Provider — Assessment Intake & Report Generation

Structured IME intake matched to case type (neurological, orthopedic, psychological). Medical history, functional capacity, and psychological assessments are collected and AI-scored. Report generation is accelerated from structured inputs.

Case-type conditional intake (MVA, WSIB, LTD, STD)
Medical history, medication, and treatment history collection
Functional capacity and psychological assessment instruments
AI-generated IME report draft from structured assessment inputs
Scheduling, deadline tracking, and defense/plaintiff workflow management

Legal Aid Clinic — Eligibility & Triage

Prospective clients complete financial eligibility assessment and legal issue intake. AI scores eligibility against legal aid criteria and triages matters by urgency and complexity for volunteer lawyers.

Financial eligibility intake with means test calculation
Legal issue identification and area of law classification
AI urgency scoring (custody disputes, evictions, criminal matters)
Volunteer lawyer matching based on practice area and availability
Referral and handoff documentation

Configure & go live

1
Choose your practice area bundle
Injury, Family, Corporate, Immigration, or custom
2
Configure conflict screening
Connect to your client database for automatic conflict checks
3
Set matter complexity rules
Define scoring criteria for your practice
4
Add branding and portal URL
White-labeled client-facing intake portal
5
Go live
Share link, embed in website, or integrate with your PMS

Average time to live: 4 hours

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