Worked example
An agent that reads each new-matter enquiry, runs the conflicts check and routes it — so fee-earners open a triaged matter, not a raw inbox.
Illustrative — a representative problem and how we'd approach it, not a past client engagement.
Scenario. New-matter enquiries arrive as unstructured email and attachments; a paralegal reads, conflict-checks, and routes each to the right practice group by hand.
The solution. A Build, run as Augmentation. It produces a structured matter summary from the enquiry and its documents, routed to the right practice group; the conflicts logic stays yours, validated against your real intake before it goes live.
- New-matter enquiries + attachments
- Intake agent — reads, conflict-checks, structures the summary
- Conflicts check + completeness
- Fee-earner opens a triaged matter; routing reviewable
- Structured matter summary, routed
The outcome we’d target. The outcome we'd target: fee-earners opening triaged, conflict-checked matters instead of raw enquiries — every routing reviewable, with the conflicts logic validated against your real intake before it goes live.
This worked example applies the AI Fluency framework — how we frame which door fits