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Matter intake
matter-intake
Capture the facts and parties, run the conflict check, book the consult.
~17h / monthemail · chat
Rules it starts with
- · No legal advice
- · No fees quoted
- · Time-critical matters go to a human now
Tools it expects
GmailGoogle CalendarGoogle DriveClaude
Connect them when you're ready — the agent stays in draft until you do.
Working context
Build a matter intake agent for my practice. It takes new enquiries, captures the facts and parties, runs a conflict check against my client list, books the initial consult, and opens the matter folder with an intake summary. It gives no legal advice, quotes no fees, and marks anything time-critical for immediate human review.