Industry
Charities & care
Referral automation, group reporting and back-office processes for providers and charities.
Intake Agent, for law firms
Intake Agent sends your prospective client a link, interviews them about their matter, collects the documents, and gives your solicitor a bundle, a chronology and a case summary with every fact traced to its source.
New matter: contract dispute
Saved · you can return any timeThanks, I have read the quotation and the three invoices. Who at the supplier confirmed the delivery date, and was that by email?
Their operations manager, by email on 14 March. I can upload it.
Please do. After that I need one more thing: the date you first told them the goods were defective, and how.
File completeness
7 of 9
On completion, your solicitor receives
PDF bundle · chronology with source references · case summary · fields written to your case management system
Who the parties are, what was agreed and when, what went wrong, what it cost. Clients send half of it. Someone chases the rest, re-types it into the case management system, and builds the chronology by hand.
16% + 39%
In the SRA’s latest anti-money-laundering review, 16% of files had no or incomplete client and matter risk assessment and a further 39% did not assess the risk effectively. Source-of-funds documents were, in the SRA’s words, “often collected but not analysed”.
SRA AML report, year to April 20258%
A 2025 mystery-shopping study of 134 firms found web enquiries handled adequately 45% of the time and followed up 8% of the time.
insight6 and Moneypenny, June 2025You send a link. The client creates an account, describes the matter in their own words, and can return to the conversation whenever they have the next document to hand.
For a contract dispute that is the contract or the emails that formed it, invoices, correspondence and any expert evidence. You define the list once.
The agent works from a definition of what a complete file looks like for that matter type and keeps asking, in plain language, until every required fact has an answer or a recorded reason it is unavailable. The questions change with the answers.
The client’s part ends when the file is complete. No fixed form and no second round of emails.
A single PDF bundle, a chronology with every entry referenced to the document and page it came from, a case summary, and the structured data written into your case management system or a database you control.
The agent uses Azure OpenAI models deployed in the UK, in your subscription. Microsoft states that prompts and completions are not used to train its models. Abuse-monitoring storage can be switched off on request for your resource, and we configure the deployment so data is processed only in your chosen geography.
Microsoft: data, privacy and security for Azure OpenAIThe agent never gives legal advice, tells the client it is an automated assistant, and hands over to a solicitor before anything becomes a brief. That is the supervision the SRA’s August 2026 warning notice on AI expects.
Identity verification and AML screening stay in the tool you already use. Intake Agent collects the facts those tools need and writes the outcome into your practice management system.
Every answer and every question is recorded against the matter, which gives your compliance officer a consistent starting point for the client and matter risk assessment.
The platform is the same for every firm: sign-in, document upload and reading, the adaptive interview engine, the bundle and chronology generator, and the integration layer. The tailoring is yours: your matter types, your definition of a complete file, your document lists, your questioning style, your case management system. A fixed-price project agreed before work starts, with a measured target, and a flat monthly fee to run it.
Your Azure consumption is yours directly and estimated in the proposal. At one to twenty submissions a month, the model and hosting costs are small.
Fixed price, agreed before work starts
Flat monthly fee, 12-month term
Fixed price per matter type
Firms of roughly five to 150 fee earners in document-heavy work: litigation and disputes, personal injury, immigration, employment, private client. It suits firms on LEAP, Proclaim, Osprey, P4W or Actionstep that have no AI intake from their vendor, and firms on Clio that want fact-finding beyond lead capture.
It is a poor fit for firms wanting a chatbot to answer website enquiries. Several products do that well and we will say so.
The same engine runs any intake where a client must supply facts and documents before work can start: special-education and care providers reading referral bundles against a statutory deadline, accountancy firms onboarding a new client’s records, insurers taking a first notification of loss. The matter-type schema changes; the platform does not.
We will show the client’s journey, what the solicitor receives at the end, and give you a fixed price for tailoring it to your firm.