Legal & Compliance

AI-powered client intake, matter assessment, and compliance workflows.

Law firms, legal aid clinics, IME providers, and compliance teams use structured intake to capture complex legal information — then AI post-processes it for conflict screening, matter scoring, risk classification, and document generation.

Browse Apps

The challenge in legal data collection

✕Client intake done over phone or inconsistent paper forms
✕Conflict of interest checks manual and error-prone
✕Matter complexity assessed subjectively — no consistent scoring
✕Legal documents reviewed manually — slow and expensive
✕IME reports generated from scratch, not from structured inputs
✕Compliance evidence scattered — no single audit-ready record

Structured intake → AI post-processing for legal

Client inquiry triggers a structured intake workflow. AI screens conflicts, scores matter complexity, generates a case brief — before a lawyer reviews the file.

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STEP 01

Structured Client Intake

Client completes conditional intake matched to practice area and matter type.

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STEP 02

AI Post-Processing

Conflict screening, matter complexity scoring, and case brief generation — automatic.

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STEP 03

Lawyer Review

Lawyer reviews AI-generated case brief and conflict report, not raw intake.

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STEP 04

Matter Opening

Approved matters opened automatically in practice management system.

Key use cases

Personal Injury — Client Intake & Triage

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

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

IME Provider — Assessment Intake & Report Generation

Structured IME intake matched to case type. Medical history, functional capacity, and psychological assessments collected. AI accelerates report generation from structured inputs.

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

Contract Review & Legal Document Analysis

AI post-processes hundreds of legal documents to extract key clauses, flag non-standard language, and identify risks — powered by structured intake of contract parameters.

Structured intake of contract type, parties, and key terms
AI extraction of key clauses (payment terms, liability, IP)
Non-standard language detection and risk flagging
Comparison against standard templates
Structured clause database for pattern analysis

Compliance Audit & Self-Assessment

Structured compliance self-assessments for SOC2, ISO27001, GDPR, and PIPEDA. AI scores gaps, prioritizes remediation, and assembles audit-ready evidence packages.